Skip to content

Blog

Hey, Let’s Talk About Death! York, PA

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

Read More
Documents Needed in Estate Planning / York, PA

Documents Needed in Estate Planning / York, PA

A well-planned estate is a wonderful legacy you can leave your heirs — instead of untangling a messy estate, they can follow concrete steps, allowing

Read More
A Quick Look at Grantor Trusts / York, PA

A Quick Look at Grantor Trusts / York, PA

Some advisers are moving low-basis assets out of the trusts by swapping in high-basis assets. For years wealthy investors have used grantor trusts to minimize

Read More
You Can Forget about Estate Planning Mistakes! / York, PA

You Can Forget about Estate Planning Mistakes! / York, PA

The good thing about making mistakes when it comes to estate planning is that you won’t be around to suffer the consequences. The downside is

Read More
Silly Questions? Not When It Comes to Your Will / York, PA

Silly Questions? Not When It Comes to Your Will / York, PA

It’s something parents shudder to think about: a will. That’s probably why more than half of Americans with children do not have a legal will.

Read More
What’s the Death Tax? / York, PA

What’s the Death Tax? / York, PA

State and federal estate and inheritance tax rates are what drive most people’s estate plans, but now that tax rates are falling and exemptions are

Read More
Why Do You Need a Will? / York, PA

Why Do You Need a Will? / York, PA

This article gives the example of a businessman who had named his son as the nominee in all his investments. Since the son was managing

Read More
IRAs and The Supreme Court / York, PA

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

Read More
Don’t Forget the Cranberries … or the Estate Planning! / York, PA

Don’t Forget the Cranberries … or the Estate Planning! / York, PA

Thanksgiving weekend is a time to reflect, visit family, and of course, eat your fair share of pie. And while we may be thankful for

Read More
Are You a Do-It-Yourselfer? Don’t Tackle This Project Alone / York, PA

Are You a Do-It-Yourselfer? Don’t Tackle This Project Alone / York, PA

The Internet is a wonderful tool for so many areas of life. However, drafting legal documents is not necessarily one of them. While it may

Read More
Now That’s Awkward!

Now That’s Awkward!

An awkward part of estate planning is telling your kids how much — or how little — they'll get. Here's how a financial planner can

Read More
The Basics of Estate Planning

The Basics of Estate Planning

Too often, the need for the most basic estate-planning documents is overlooked or misunderstood. While many people would admit they should have a will, 50

Read More

SUBSCRIBE TO OUR MAILING LIST

CONTACT US

FOR YOUR ESTATE AND ELDER LAW NEEDS