There is no debating that the American population is aging at a rapid pace. In fact, by the year 2030, it is estimated that 19
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Your Plan for the 529 Plan / York, PA
The $5 million exemption fromfederal estate taxeliminates the need for many to do complex estate planning. Because the exemption amount is indexed for inflation, a
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
Keep Up Financially with the Changing Seasons / York, PA
As the summer comes to an end and we head into the fall, a parallel can be drawn between the seasons of weather and the
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
Estate Planning Lessons from the Late Anna Nicole Smith / York, PA
After nearly 20 years of litigation and fighting in the press, the conflict between the estates of Anna Nicole Smith and her billionaire husband J.
New Protection for Reverse Mortgages / York, PA
A new federal rule has taken effect aimed at protecting certain spouses of reverse mortgage holders from being forced out of their homes when the
Retirement Planning: Start Now! / York, PA
There are a lot of books on retirement planning. I attempt to find ones that will cut through the clutter of confusion and help reduce
Joan Rivers Wished for a Hollywood Funeral … And Likely a Tax Deduction / York, PA
It's no secret that Rivers hoped for a funeral that rivaled her lifestyle: big and over the top. She outlined her wishes in her 2012
RMDs, Tax Rates, and Your Children / York, PA
Many individuals have substantial IRAs, yet they have no need to tap the account for retirement income. Generally, they’ll take only required minimum distributions (RMDs)
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
A Planning “Must Do” For New Parents / York, PA
There are countless things to consider and evaluate when you are going to become parents. In addition to all of the new furniture purchases, college