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
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
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
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
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
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
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
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
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
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,
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
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