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Alzheimer’s Disease: The Game Changer

Alzheimer’s Disease: The Game Changer

In the mid-90’s, my grandpa Bellomo was diagnosed with Alzheimer’s Disease, and I remember watching him progress through the stages of this disease and thinking

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Estate planning and the Dysfunctional Family

Estate planning and the Dysfunctional Family

Over my career as an estate planning and elder law attorney, I swear I have seen just about everything.  I cannot remember a fact pattern that

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Potential Decrease in Federal Gift and Estate Tax Exemption, Did it Pass and Does it Impact You?

Potential Decrease in Federal Gift and Estate Tax Exemption, Did it Pass and Does it Impact You?

A hot topic among our clients is the proposed amendment to the Federal Lifetime Gift & Estate Tax Exclusion and how it may affect their

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Considerations For Trust Type

Considerations For Trust Type

Trusts are a major tool in estate planning.  Trusts can be used for disability planning, probate avoidance, asset protection, and/or tax planning.  Given the high

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Do You Need a Trust?

Do You Need a Trust?

This question is by far the most asked question that we receive in our office. However, there is absolutely no standard or right answer for

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Moving On – Help for Seniors Relocating to Nursing Homes or Assisted Living Facilities

Moving On – Help for Seniors Relocating to Nursing Homes or Assisted Living Facilities

In my estate and elder law practice, I routinely provide advice to seniors and their families about the next step.  Specifically about what they will do

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Factors to Consider When Selecting a Guardian for Your Children

Factors to Consider When Selecting a Guardian for Your Children

When I ask my clients what is driving them to come see me for estate planning, I usually get the same answer; we want to

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Meet Dana S. Wieseman from our Probate Team

Meet Dana S. Wieseman from our Probate Team

Dana was Born and raised in Central Pennsylvania. A graduate of Mechanicsburg Area high School in 1987 and Central Penn University in 1993 with a

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Meet Michelle Wheeler from our Probate Team

Meet Michelle Wheeler from our Probate Team

I essentially work with the executor/administrator/trustee and help them manage the assets and expenses of the decedent.  It’s like taking over a person’s financial life

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What is the Worst-Case Scenario if I Don’t Plan?

What is the Worst-Case Scenario if I Don’t Plan?

What is the worst-case scenario if I don’t plan?   This is a question that was raised to me several years ago by a client,

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When Avoiding Probate Wasn’t Necessary Or The Right Answer

When Avoiding Probate Wasn’t Necessary Or The Right Answer

We recently did a blog that talked about how national companies and mainstream media often talk about avoiding probate at all costs and the advantages

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Planning For Retirement And Enjoying The Remaining Years

Planning For Retirement And Enjoying The Remaining Years

When it comes to planning for retirement, the most important person may, probably, be a financial planner or someone to make sure that you have

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