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Welcome back readers! I wanted to share one of my favorite family traditions – Christmas in July! It is a fun way to have a

“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

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

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

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

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

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

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

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

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

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

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