Estate planning has certainly changed tremendously in even just the last 15 years. Nowadays, it is common to have both parents working and not able
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Learning Never Ends – OLLI at Penn State York
Residents in York County, Pennsylvania are fortunate to have a unique learning experience available to them. The Osher Lifelong Learning Institute (OLLI) at Penn State
Why was I told to disinherit my spouse?
In a marriage, unfortunately, one spouse often becomes ill before the other. In the event that one spouse needs nursing home care an attorney will
Why not to add your child as a joint owner on your accounts?
Clients frequently tell me they want to add a child as a joint owner on their accounts and assets for “convenience”. There are numerous reasons
Why That Convenience Account May Not Be So Convenient
We often see clients who were advised by a bank teller or other professional to simply add their children as the joint owners on their
To tax or not to tax, that is the question!
On the issue of the transfer of assets upon death, Pennsylvania answered, TAX THEM!, in the form of the Pennsylvania Inheritance Tax, which taxes assets
Thank you York County for voting me best of York lawyer 2018.
I am humbled and honored that the people of York County have voted me Best Lawyer 2018. Words cannot describe how much it means to
New Medicare Cards to be Issued
From the PA Department of Aging -The U.S. Congress directed the Centers for Medicare & Medicaid Services (CMS) to come up with a new Medicare
Common Law Marriage in Pennsylvania
Common law marriage in Pennsylvania was abolished on January 2, 2005. However, couples who entered into a common law marriage before that date are still
Reviewing Estate Planning Documents Upon Marriage
Many unmarried domestic partners create estate planning documents, often naming each other in various capacities (e.g. executor, agent under a power of attorney, beneficiary of
How Do I Give My Required Minimum Distribution from a 401(K) To Charity Without Being Taxed?
Required Minimum Distributions (RMDs) are minimum amounts that a retirement plan account owner is required to withdraw each year, beginning in the year that he
Consider a Roth IRA for Estate Planning
There’s considerable talk about potential tax reform in Washington. It is anyone’s guess what that will look like in the end. However, taxes must be