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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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It’s That Time of Year / York, PA

It’s That Time of Year / York, PA

It is the giving time of year, and whether your gift is in another person's name to a charity, or as a donation directly to

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Longer Lives Means More Estate Planning / York, PA

Longer Lives Means More Estate Planning / York, PA

Longevity has a way of upending estate planning. When New York City philanthropist Brooke Astor died in 2007 at age 105 with a $100 million

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Need I Be Spoiled to Have a Trust? / York, PA

Need I Be Spoiled to Have a Trust? / York, PA

Mention a trust, and the first thing most people think of is a spoiled kid living off an inherited fortune without having worked a single

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A Trust Is Still a Good Idea / York, PA

A Trust Is Still a Good Idea / York, PA

Up until a few years ago, a common estate-planning technique included the use of irrevocable trusts to own life insurance intended for the payment of

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Plan Ahead!! / York, PA

Plan Ahead!! / York, PA

AARP says to head off bickering over your personal possessions, consider supplementing your will with a letter of instruction, an informal document that you can

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Rare Books in an Estate: What to Do? / York, PA

Rare Books in an Estate: What to Do? / York, PA

One of the most difficult tasks facing someone taking care of a loved one's estate is figuring out which items are valuable. We all know

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Money Tips for Families / York, PA

Money Tips for Families / York, PA

Between life insurance, wills and other financial tools, many parents of more meager means can also take steps to make sure their kids will be

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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

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