Many people help out their family members and don’t realize that it could cause an issue if they try to apply for Medicaid. Medicaid law
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Estate planning for late-in-life parents
Older parents are becoming more common, driven in part by changing cultural mores and advances in infertility treatment. Comedian and author Steve Martin had his
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
“Christmas in July” – Heidi’s Time Capsule Blog #3
Welcome back readers! I wanted to share one of my favorite family traditions – Christmas in July! It is a fun way to have a
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
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
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
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
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Latest Posts
- The Trust Was Signed… So, Why Is the Family Still Going Through Probate?
- Assets Are Transferring. But Clarity Is Not.
- 7 Estate Planning Mistakes That Can Quietly Undermine Your Family’s Legacy
- How One Small Decision Can Cost You Medicaid: The Mistakes Families Never See Coming
- What Happens If You Become Incapacitated Without a Power of Attorney?











