Not having a well-thought-out plan—or having no plan at all—to care for children with special needs once you're unable to could have a devastating impact
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Looking Past Simple Answers On The Estate Tax / York, PA
What is the $5 million federal estate-tax exclusion, and how does it work? You deal with taxes every year (technically at every time you open
Retiring On Foreign Shores: How To Build The Plan / York, PA
Retiring to another country can be a very attractive option. Lower cost of living and health care expenses along with exotic locales and temperate climates
Doctorly Thoughts On End-Of-Life Decisions / York, PA
“Why do doctors continue to provide high-intensity care for terminal patients but may personally forgo such care themselves at the end of life?” Planning for
Estate Planning And The Battle Of The Sexes / York, PA
Got a plan? Whether you’re single or married, divorced or widowed, a parent or not, you need an estate plan. That’s true for men and
Have Trust In Your Spouse, But Have A Trust Before Getting Married / York, PA
Is there a better way to retain your separate assets in a marriage and after a divorce that doesn’t require the prenup conversation? For some
Estate Planning Objectives For Married Couples / York, PA
If you asked 10 different couples what their estate planning objectives are, you would probably receive 10 different answers. However, upon deeper probing, you would
Legal Mistakes, Cut-Corners, And The Inheritance Of Litigation / York, PA
I, unfortunately, frequently encounter situations where legal mistakes made during a lifetime can create a mess at death … Sometimes even a good estate plan
Graduation Gifts: Gifting For A Good Future And Not Just A New Car / York, PA
There is a jarring lack of parental control when high school and college seniors come into some cash upon graduation – anything from a $100
Building The Plan For The Things You Care About, Even Houseplants / York, PA
Ms. Scoratow has no children. Her siblings don't share her enthusiasm for indoor greenery. So last year she put a provision in her will granting
Is Your Spouse In On The Plan? / York, PA
Make sure your spouse knows your financial advisor and account information before you die. As traditional wedding vows put it “until death do us part,”
How Do You Stop “Shirtsleeves To Shirtsleeves”? / York, PA
The basis of modern financial management rests on the promise that you can pass along what's left to future generations. Yet, the likelihood of your