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Why was I told to disinherit my spouse?

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

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Why not to add your child as a joint owner on your accounts?

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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Why That Convenience Account May Not Be So Convenient

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

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Medicaid Waiver Services In Pennsylvania

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

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What is a life estate?

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

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To tax or not to tax, that is the question!

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

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You’re Not Too Young For That! You’re Not Too Poor For That!

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

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Activities of Daily Living (ADLs) and how Medicaid applies.

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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Update on the Formation of PA’s Alzheimer’s State Plan Task Force from Teresa Osborne, Secretary of the PA Department of Aging

Update on the Formation of PA’s Alzheimer’s State Plan Task Force from Teresa Osborne, Secretary of the PA Department of Aging

On behalf of Governor Wolf, on May 23, 2018, we announced the formation of Pennsylvania’s Alzheimer’s State Plan Task Force, which was created to champion

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Your Estate Planning Documents Signed – Now What?

Your Estate Planning Documents Signed – Now What?

You’ve just finished signing your estate planning documents. Now you can breathe just a bit easier knowing this task can be checked off your list.

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Won’t You Let Me Take Your On A Sea Cruise?!?

Won’t You Let Me Take Your On A Sea Cruise?!?

I hear a lot of folks say they would never take a cruise. The reasons I most frequently hear are,  “there isn’t anything to do”,

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Why Estate Planning & Elder Law Should Be A Team Sport

Why Estate Planning & Elder Law Should Be A Team Sport

It is very common in our practice to meet with husbands and wives or single individuals about their estate planning. In our practice, if a

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