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The Hits Keep Coming in DJ Casey Kasem’s Estate with Charges of Elder Abuse

The Hits Keep Coming in DJ Casey Kasem’s Estate with Charges of Elder Abuse

The late, legendary DJ Casey Kasem's daughter Kerri Kasem and family members staged a press conference at Stanley Mosk Courthouse in Los Angeles Friday to

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NO NEW TAXES! But Now What?

NO NEW TAXES! But Now What?

Accountants and financial advisors may be breathing a sigh of relief that there were no major new tax-law changes this year, but that doesn't mean

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Focus on Your Financial Goals in 2015: That Means Now!

Focus on Your Financial Goals in 2015: That Means Now!

You've read all the New Year's resolution money-advice articles with their suggestions, sometimes trite, “Skip your morning coffee and save a fortune!” and sometimes vague,

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Protecting Assets from Nursing Home Expenses

Protecting Assets from Nursing Home Expenses

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!

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

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What’s Your Financial New Year’s Resolution? / York, PA

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

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Keys to Creating an Effective Estate Plan

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

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Inheriting a Vacation Home

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

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Award Winning Director May Have Used Trust to Keep Estate Secret

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

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‘Tis the Season to Think about Gifting / York, PA

‘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

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Do You Get An “A” for Your Retirement Planning? / York, PA

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

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A Few Words on Perpetual Trusts / York, PA

A Few Words on Perpetual Trusts / York, PA

Most people struggle to plan their financial futures beyond the next decade, while those with money and foresight are likely to think well in advance

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