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The Great Retirement and Estate Planning Balance, and the Great Roth IRA / York, PA

The Great Retirement and Estate Planning Balance, and the Great Roth IRA / York, PA

If you have a variety of accounts, such as a taxable brokerage account, a 401(k) or traditional individual retirement account and a Roth IRA, which

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Estate Planning And The Battle Of The Sexes / York, PA

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

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Estate Planning Objectives For Married Couples / York, PA

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

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Estate Planning For A Collector / York, PA

Estate Planning For A Collector / York, PA

Get expert help when passing on collectibles that have financial value. Pulling together a great collection of anything can take a great deal of effort

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Estate Planning By Rules, Not A Checklist / York, PA

Estate Planning By Rules, Not A Checklist / York, PA

There are basic rules and guidelines that apply to every estate plan, whether it is taxable or not. Draft an effective plan by paying attention

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Estate Planning With A Life Estate / York, PA

Probate court is no one's idea of fun, so it's something you may want to spare your heirs when they inherit your home. One simple

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Planning the Estate Sale

Planning the Estate Sale

WCP's recent post, "4 tips for dealing with the emotional side of estate sale planning," offers some helpful ways to stay strong and make wise

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A Business Transfer Needs Planning, Just Like Your Estate

A Business Transfer Needs Planning, Just Like Your Estate

Business and asset owners (including farming operations), at some point in their career lives, must ask the eternal question, “What happens when I’m gone?” Answering

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Life Care Planning:  More Important Now than Ever in Our Post-Pandemic World

Life Care Planning: More Important Now than Ever in Our Post-Pandemic World

Life Care Planning is a holistic care-focused approach in estate planning and elder law firms.  A Life Care Planning law firm like ours has a

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My Journey in Life Care Planning

My Journey in Life Care Planning

I have been an Estate Planning and Elder Law Attorney for approximately 20 years. I have been fortunate enough to obtain the designation to become

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Legacy Planning: Leaving a Lasting Impact

Legacy Planning: Leaving a Lasting Impact

Legacy Planning: Leaving a Lasting Impact   I hope this message finds you in good health and high spirits. As your trusted elder law and

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Planning Options for Unsupported Elders or Elder Orphans

Planning Options for Unsupported Elders or Elder Orphans

Unsupported elders or elder orphans are individuals in the elder community who face social and/or physical isolation without any available known family members or designated

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