Whether you're starting your career, raising a family or thinking about retirement, estate planning isn't just for the wealthy or elderly. It’s for everyone. It’s about making sure your beneficiaries follow your wishes, your loved ones are protected and important...
When we mention Power Of Attorney, many people think first of the Financial Power Of Attorney: who I will choose and select to help me with financial and money matters if I need assistance. I also prepare a Healthcare Power Of Attorney and Living Will for medical care...
Estate planning isn't just about passing assets to loved ones. It can also be a way to support the causes and organizations that matter most to you. By including charitable donations in your estate plan, you leave a lasting impact on the world while ensuring your...
Estate planning is not just for older adults or the wealthy. Young families in Pennsylvania can greatly benefit from creating a plan to protect their loved ones and assets. Taking steps early ensures children receive proper care and financial security if the...
Estates and inheritances are subject to several kinds of tax if you reside in Pennsylvaniaa. No one likes to pay tax! I know how to help my clients save taxes on estates, both through advance lifetime estate planning, and later while administering an estate left...
We all plan constantly, every day. We make plans both big and small. But planning for the future is an imperfect exercise. We can’t anticipate everything that might happen, and mistakes happen But sometimes even the brightest and most capable among us simply neglect...
Receiving long term care services means you’ll have to spend down all your money: FALSE - with the right planning, we can almost always save money for a long term care or disabled patient. Also, it’s never too late to try, even if you’re already on the doorstep or in...
Pets bring joy, companionship, and love into our lives. They are more than just animals—they are family members. But what happens to them if something unexpected happens to you? Including your pets in your estate plan ensures they are taken care of when you can no...
It is natural for special needs parents to worry about their child’s future. Today, you and your family might be able to care for your child and cover their needs. Still, an accident can happen at any time, leaving your special needs child without the support they...
Probate can be a complex and emotional process. When disputes arise among family members, tensions run high. Effectively handling these disputes is crucial to ensuring a smooth probate process. Open communication The first step in handling disputes is establishing...
