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
Search
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
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
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
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
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
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
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
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
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
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
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