How many of these suggestions do you practice? Imagine how much simpler – and better – life would be if all of us followed all
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The dangers of joint bank accounts
We are not talking here about joint accounts on which spouses are the joint owners; virtually all married couples hold many of their assets jointly.
Choosing a Medigap Policy
Once you become eligible for Medicare at age 65, you will be inundated with offers from insurance companies for Medigap (supplemental insurance) policies. Sorting through
Guns and Dementia
Researchers estimate that nearly half of people over 65 either own a gun or live in a household with someone who does. Thus, it is important
Life Insurance, IRAs, and Wills
Many people are confused about the way that life insurance, IRAs and other qualified retirement plans operate under their Wills. The short answer is, they
Aretha: A Will or Not a Will?
Behold a real-life cautionary tale of the hazards of no Will or a poorly drafted Will. When soul and R&B icon Aretha Franklin died last
What is a POLST, and do I need one?
Attorneys, including our office, are constantly educating the public on the importance of having a Health Care Directive consisting of a Health Care Power of
Signs it’s time to update estate planning documents
Having outdated or incomplete estate planning documents leads to a false sense of security as we enter our senior years. Therefore, it is important that
The Value of a Living Will
I was in my doctor’s office the other week and I noticed a large collage on one wall all about the importance of Advance Directives,
I really want to make gifts to my grandkids!
First, let us be very clear – we strongly discourage gifting as an estate planning tool! People often come to us and say they want
Coming Soon: Community HealthChoices
Effective January 1, 2020, big changes are coming the central Pennsylvania Medicaid recipients! The Pennsylvania Department of Human Services (DHS) is preparing to implement the
Getting the Most Out of Social Security Survivor’s Benefits
Social Security survivor's benefits provide a safety net to widows and widowers. However, to get the most out of the benefit, you need to know
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Latest Posts
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- Common Questions: Clearing Up Confusion in Estate Planning, Elder Law, and Asset Protection
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