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What is undue influence?

What is undue influence?

"Undue influence" is often used as a reason to contest a will or estate plan, but what does it mean? Undue influence occurs when someone

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Costs for Long Term Care Policies are going down in 2018!

Costs for Long Term Care Policies are going down in 2018!

While long-term care insurance costs are up in general, some policies are going down in 2018, according to the 2018 Long Term Care Insurance Price

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Update on the dates and location for Pennsylvania’s Inaugural LGBTQ Aging Summit from Teresa Osborne, Secretary of the PA Department of Aging

Update on the dates and location for Pennsylvania’s Inaugural LGBTQ Aging Summit from Teresa Osborne, Secretary of the PA Department of Aging

The dates and location for Pennsylvania’s Inaugural LGBTQ Aging Summit have been confirmed. The summit will be held on October 9-10, 2018 at the Sheraton

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Heidi’s Time Capsule…

Heidi’s Time Capsule…

Welcome back readers! Life in today’s fast paced world certainly leaves me longing for what I imagine were the simpler days of yesteryear, when kids

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A fight between two brothers could have been avoided.

A fight between two brothers could have been avoided.

A recent New Jersey appeals court case demonstrates how important it is for families to come up with a long-term care plan before an emergency

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What is a life estate?

What is a life estate?

The phrase "life estate" often comes up in discussions of estate and Medicaid planning, but what exactly does it mean? A life estate is a

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Why was I told to disinherit my spouse?

Why was I told to disinherit my spouse?

In a marriage, unfortunately, one spouse often becomes ill before the other.  In the event that one spouse needs nursing home care an attorney will

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Why not to add your child as a joint owner on your accounts?

Why not to add your child as a joint owner on your accounts?

Clients frequently tell me they want to add a child as a joint owner on their accounts and assets for “convenience”. There are numerous reasons

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Why That Convenience Account May Not Be So Convenient

Why That Convenience Account May Not Be So Convenient

We often see clients who were advised by a bank teller or other professional to simply add their children as the joint owners on their

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Medicaid Waiver Services In Pennsylvania

Medicaid Waiver Services In Pennsylvania

Most people as they age prefer to stay home, and most families would like them to stay at home as long as possible. Families in

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What is a life estate?

What is a life estate?

The phrase "life estate" often comes up in discussions of estate and Medicaid planning, but what exactly does it mean? A life estate is a

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To tax or not to tax, that is the question!

To tax or not to tax, that is the question!

On the issue of the transfer of assets upon death, Pennsylvania answered, TAX THEM!, in the form of the Pennsylvania Inheritance Tax, which taxes assets

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