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Building The Plan For The Things You Care About, Even Houseplants / York, PA

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

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Ask The Right Questions And Don’t Overlook The Details / York, PA

Ask The Right Questions And Don’t Overlook The Details / York, PA

Estate planning isn’t exactly my idea of fun, but it’s absolutely necessary. Just like you’re planning for retirement, you need to plan for the inevitable.

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An Estate With No Family To Pass It To: Motivations To Charity / York, PA

An Estate With No Family To Pass It To: Motivations To Charity / York, PA

WHETHER it’s treasured pearl earrings or a vintage camera, a house or what’s left of your life savings, deciding who should inherit your worldly goods

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When Money Isn’t Everything But There Is Still Something Worth Fighting Over / York, PA

When Money Isn’t Everything But There Is Still Something Worth Fighting Over / York, PA

A thoughtful distribution of your “stuff” is a gift more valuable than any item. After all, … “The last thing you want when you die

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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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When Children Are Responsible For The Nursing Home Bill / York, PA

When Children Are Responsible For The Nursing Home Bill / York, PA

If your parents live in one of 29 states or Puerto Rico that has filial responsibility laws on the books, you could potentially be held

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Unequal Inheritances – Handle With Care / York, PA

Unequal Inheritances – Handle With Care / York, PA

Advisors say it doesn’t happen often, but parents who divide their assets unevenly are playing with fire. That said, there are things they can do

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Planning Your Family Business Legacy / York, PA

Planning Your Family Business Legacy / York, PA

These two experiences taught me a lesson about family businesses. Making a family business a family legacy takes planning and preparation. While each family business

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Family Wealth And Financial Entropy / York, PA

Family Wealth And Financial Entropy / York, PA

The numbers also show that roughly one in three businesses pass to the next generation.  Just about 10% of family businesses pass to the grandchildren’s

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Planning Your Family Business Legacy in York, Pennsylvania

Planning Your Family Business Legacy in York, Pennsylvania

These two experiences taught me a lesson about family businesses. Making a family business a family legacy takes planning and preparation. While each family business

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