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Things to Think About Before Making a Roth IRA Conversion

Things to Think About Before Making a Roth IRA Conversion

"The Roth IRA, with its unique tax advantages, can be a powerful financial-planning tool. However, rolling funds from a traditional IRA into a Roth is

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Paying the Estate Tax

Paying the Estate Tax

One of the biggest headaches for executors of large estates is coming up with the cash to pay the estate tax. If the cash or

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Wells Fargo Keeps Funds from Widow

Wells Fargo Keeps Funds from Widow

One of the standards of local TV news is a segment that has a reporter investigate and try to help with a community member's problems.

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Estate Planning and Bitcoins

Estate Planning and Bitcoins

Some people treat Bitcoins like currency and spend them as such. However, planning for an estate that contains Bitcoins is different than planning for an

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Effects of the Supreme Court’s Ruling on Same-Sex Marriage

Effects of the Supreme Court’s Ruling on Same-Sex Marriage

Last week’s historic Supreme Court decision, Obergefell v. Hodges, affirmed a constitutional right to same-sex marriage in all 50 states, opening up tax, estate planning

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Interest Rates Have Your Trust Down? / York, PA

Interest Rates Have Your Trust Down? / York, PA

When interest rates are low, it can be difficult to maximize trust income while adequately growing the trust's principle. This can cause conflicts between different

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