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…
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
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
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
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
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
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
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
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
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
You’re Not Too Young For That! You’re Not Too Poor For That!
Millennials, do you have estate planning documents in place? No? Why not? Is it because you think you don’t really have any assets, so you
Activities of Daily Living (ADLs) and how Medicaid applies.
Most long-term care involves assisting with basic personal needs rather than providing medical care. The long-term care community measures personal needs by looking at whether
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