Posts Tagged ‘estate planning’

Former CGA Attorney Rees Griffiths and his wife, Sue, initiate the Griffiths Salvation Army Scholarship

access_time Posted on: May 27th, 2022

The Griffiths Salvation Army Scholarship launched this year with a $10,000 scholarship presented to a York High senior at the York High Awards Ceremony last evening. The recipient plans to attend Morgan State University to study nursing. Major Babbitt presented the scholarship. Rees and Sue’s estate plans provide that 80 percent of their estate goes to awarding similar scholarships to high achieving students with clear financial need. They established the program early to ensure they could celebrate the scholarships with the recipients and make certain the process worked smoothly while they are still around. The Griffiths describe the decision to… read more »

Family Matters with Jeff Rehmeyer & Bryan Tate

access_time Posted on: May 24th, 2022

  Join CGA Law Firm President, Jeffrey L. Rehmeyer to learn about protecting your family through the Probate Process. Bryan Tate, Register of Wills, returns to provide insights & tips, which will enable you to better plan & to further benefit your family.

The Basics of Estate Planning and Administration with CGA President Jeffrey Rehmeyer

access_time Posted on: May 11th, 2022

CGA President Jeffrey Rehmeyer will be presenting The Basics of Estate Planning and Administration for the employees of Home Instead of Mechanicsburg and Gettysburg.  

York County Estate Planning Council

access_time Posted on: February 22nd, 2022

Tuesday, February 22, 2022 | 11:45 am— 1:30 pm Country Club of York, 1400 Country Club Rd, York, PA 17403 Flyer-2-22-2022 Strauss YCEPC Program Speaker: Eric R. Strauss, Esquire, Worth, Magee and Fisher, PC Topics to be covered: PA Revised Uniform Fiduciary Access to Digital Assets Act (RUFADAA) How to identify digital assets and assess those with monetary value Planning for management and transfer of assets after death/disability Unique protections granted to “content of electronic communications”Income tax issues related to digital asset ownership To register: email the completed form or the requested information to [email protected] The York County Estate Planning… read more »

5 Time Sensitive Changes to Make Before Your Child Goes Away to College

access_time Posted on: December 16th, 2021

If you have a child who will be entering college soon, or is even there now, please join Attorney Jeffrey L. Rehmeyer II for a complimentary seminar. Learn what others wish they had known. Keep yourself legally able to get information about your child and help in times of need. In this live workshop, you will discover how to: set and plan for goals for your children and yourselves; make sure you that can access information and provide assistance to your adult child, when needed; absolve burdens from your children and spouse; relieve your family from any chaos or confusion;… read more »

5 Time Sensitive Changes to Make Before Your Child Goes Away to College

access_time Posted on: December 7th, 2021

If you have a child who will be entering college soon, or is even there now, please join Attorney Jeffrey L. Rehmeyer II for a complimentary seminar. Learn what others wish they had known. Keep yourself legally able to get information about your child and help in times of need. In this live workshop, you will discover how to: set and plan for goals for your children and yourselves; make sure you that can access information and provide assistance to your adult child, when needed; absolve burdens from your children and spouse; relieve your family from any chaos or confusion;… read more »

5 Time Sensitive Changes Before a College Departure

access_time Posted on: October 26th, 2021

If you have a child who will be entering college soon, or is even there now, please join Attorney Jeff Rehmeyer for a complimentary seminar. Learn what others wish they had known. Keep yourself legally able to get information about your child and help in times of need. In this live workshop, you will discover how to: set and plan for goals for your children and yourselves; make sure you that can access information and provide assistance to your adult child, when needed; absolve burdens from your children and spouse; relieve your family from any chaos or confusion; and take… read more »

Why do I need a Power of Attorney?

access_time Posted on: February 16th, 2021

A durable Power of Attorney is probably the most useful tool that we use in estate planning. There are no substitutes for it. View this video by Attorney Tim Bupp to learn more about why a Power of Attorney is an essential document to have in place.A thoughtfully prepared estate plan that includes a Power of Attorney is not just beneficial to family members, it can provide tremendous peace of mind. You owe it to yourself and your loved ones to have a plan in place. AttorneyTim chairs the Firm’s Estate Law Section. He provides clients with specialized advice in Estate Planning, Business and tax planning, Real … Read more

What are the most basic Estate Planning documents to have in place?

access_time Posted on: February 4th, 2021

For most people, estate planning requires just a few basic documents. View this video by Attorney Tim Bupp to learn more about which documents are essential to have in place.A thoughtfully prepared estate plan is not just beneficial to family members, it can provide tremendous peace of mind. An estate plan will ensure that the money and other assets you have worked hard to accumulate are preserved and passed on to those you love and to the charitable organizations you care about. You owe it to yourself and your loved ones to have a plan in place. AttorneyAttorney Tim BuppTim chairs the Firm’s Estate Law Section. … Read more

Charitable Remainder Trusts Boost Philanthropy, Defer Taxes

access_time Posted on: July 2nd, 2020

Charitable remainder trusts or “CRTs” are not as commonly utilized as in years past. Declining income tax rates, an increasing federal estate tax exemption, and decreased impact of the charitable donation tax deduction have combined to rob the CRT of some of its effectiveness. However, for philanthropic-minded donors who own the right kind of assets, a CRT can be exactly the right tool to defer or defeat capital gain or income tax, and at the same time create a charitable legacy for the community that sets an example for the family’s next generation.    Tom and Ann are retired and want to make … Read more