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Single People and Estate Planning / York, PA

Single People and Estate Planning / York, PA

The number of singles is steadily growing. In 1970, slightly more than a third of Americans age 15 and older were single, according to the

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Make Estate Planning Your New Year’s Resolution / York, PA

Make Estate Planning Your New Year’s Resolution / York, PA

The holidays are upon us. It’s also a good time to get started with some Old Year end and New Year beginning planning activities, especially

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Don’t Leave Your Estate Planning To “The Beaver” / York, PA

Don’t Leave Your Estate Planning To “The Beaver” / York, PA

Today’s families are a lot different than Ward and June Cleaver. There are more families today with non-traditional situations than ever before. It is very

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Advice for Divorce after Age 50 / York, PA

Advice for Divorce after Age 50 / York, PA

When you're over 50 and facing divorce from a long-term marriage, coming to a settlement agreement that will safeguard a comfortable financial future is complicated.

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Check Your Estate Planning List Twice, Just Like Santa / York, PA

Check Your Estate Planning List Twice, Just Like Santa / York, PA

During this festive time of year, dwelling on estate planning may seem like a bit of a downer. Yet the end of the year is

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WWII Hero Victim of Elder Abuse / York, PA

WWII Hero Victim of Elder Abuse / York, PA

A forensic accountant's report earlier this year showed what friends of a now-deceased 88-year-old Eldora man had been reporting to authorities for years: A caregiver

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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

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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

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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

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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.

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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

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Alternatives to a Reverse Mortgage / York, PA

Alternatives to a Reverse Mortgage / York, PA

If you’re 62 or older, you may be able to convert the equity in your home into cash with a reverse mortgage. This loan lets

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