Having enough resources to stop working at some point is on most people's 2015 financial planning agenda. Still, most Americans have not taken the time
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Need I Be Spoiled to Have a Trust? / York, PA
Mention a trust, and the first thing most people think of is a spoiled kid living off an inherited fortune without having worked a single
A Trust Is Still a Good Idea / York, PA
Up until a few years ago, a common estate-planning technique included the use of irrevocable trusts to own life insurance intended for the payment of
Hey, Let’s Talk About Death! York, PA
No one really wants to talk about death. But physical death is inevitable, for everyone. The death of a spouse, family member or close friend
IRAs and The Supreme Court / York, PA
When is an individual retirement account not a retirement account? When the Supreme Court says so. In a unanimous decision in June, the Supreme Court
Who Gets What? / York, PA
The murkiest part of estate planning is discussing when and how to distribute your assets to your heirs. This process requires a series of considerations
Trusts—They’re Not Just for the Rich and Famous Anymore / York, PA
The recent deaths of Robin Williams and Joan Rivers have saddened millions of fans. But at the same time, they've also provided two positive models
Worst Places To Die Next Year / York, PA
Moving to New York to avoid state death taxes? Really. John McManus, an estate lawyer in New Providence, N.J., has a retired client pulling in
Estate Planning Is No Saturday Morning Project! / York, PA
Americans, by and large, are do-it-yourselfers. Information abounds to help us tackle all kinds of situations — including estate planning. However, it might be best
Robin Williams Set Up a Trust: What About You? / York, PA
Robin Williams was many things — a genius comedian, an Academy Award winning actor and generous philanthropist. He was also a father. Early reports suggest
Famous Actor’s Estate: Learn From Oscar Winner What Not To Do! / York, PA
Phillip Seymour Hoffman, an accomplished actor, died suddenly in February at age 46 of a suspected drug overdose. Seymour had a long-term companion, Marianne O'Donnell,