One attorney calls it the "Get out of Dodge plan"—the best way to keep your assets intact before applying for Medicaid to cover nursing home
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Have Your ICE Ready!
Most families I have met over the years needed some general guidelines regarding what to have in place and how to know to accomplish this
Make It a Very Happy New Year
Each year millions of Americans ring in the New Year resolved to make better financial choices for the year ahead. Here are five essential tips
What’s Your Financial New Year’s Resolution? / York, PA
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
Keys to Creating an Effective Estate Plan
It’s easy to assume estate plans are intended to deal with future concerns: planning for retirement, providing an inheritance for loved ones, planning for Medicaid
Inheriting a Vacation Home
Betsy Fisher and her two brothers inherited their parents' vacation cottage on Michigan's Big Glen Lake 12 years ago after their father died. They love
Award Winning Director May Have Used Trust to Keep Estate Secret
A recent headline in the New York Daily News, pertaining to the death of film director, Mike Nichols, highlighted the misinformation and confusion regarding how
I Want Dad’s Fishing Gear! / York, PA
Deciding who gets Grandma's pie plate or Dad's collection of fishing gear might seem minor and easy as family decisions go. In reality, decisions about
‘Tis the Season to Think about Gifting / York, PA
When you mention "gifting" what usually comes to mind is a birthday or Christmas. What I’d like to talk about today is gifting assets to
Do You Get An “A” for Your Retirement Planning? / York, PA
In survey after survey, Americans have not scored well on retirement literacy tests. But a new survey of Americans ages 60 to 75 says 80
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
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