Estate recovery in Pennsylvania is the state's attempt at getting paid back at the time of an individual’s death for care that it has provided
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Protecting Against Exploitation of An Elderly Individual
In my career as an estate planning and elder law attorney, I have encountered numerous occasions where it was very clear to me that my
Grantor Trusts Versus Non-grantor Trusts
When we are educating on trusts and the use of trusts in estate planning, people often get a concept confused. There is a difference between a
Family Caregivers – Thank You! 🙏
Being a family caregiver is one of the most rewarding, amazing experiences that children can provide to their loved ones. I have heard time and
The Emotional Impact of the Guardianship Process
There are very few times in my career that I can remember being in tears and having a difficult time separating myself from the situation
Defining Family for Estate Planning Purposes
While I was presenting the other day, a woman in the audience raised her hand and asked me to define what is a family for
Should I Preplan My Funeral?
I want to state right up front that I am not a funeral director, nor am I licensed to sell any insurance products or receive
Should I Buy Long-Term Care Insurance?
I get asked this question all the time in my practice. I want to begin by saying I am not a financial advisor, nor am
Same-sex unmarried couples and inheritance tax
Since May 20th, 2014, same-sex marriage has been legally recognized in Pennsylvania as a result of a federal district court judge ruling that the Commonwealth’s
I did a trust, but did not put anything in it. Does it still work?
We often get this question in our office, and frequently have occasion to review estate planning documents which include a trust. But when I ask
Mom’s In A Nursing Home And She Has No Planning
I recently spoke with a client who told me that his mother is in a nursing home, but mom and dad didn't do any prior
How often should I update my estate planning?
We are asked this question all of the time by our clients, as well as people in the community who come to our events. There
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