It is important for our seniors to be protected from financial elder abuse. The last blog provided information on how to begin the discussion with your parents or loved ones about this sensitive topic. Here are some more tips. Educate on best practices to avoid scams...
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Handle assets correctly in estate plan to address long-term care
"Plan for the worst, hope for the best" is a common saying that many Pennsylvania residents likely know. In essence, the saying means that while we can always hope that the best outcome for any given situation will occur, it is prudent to plan in such a way that...
Tips to avoid financial elder abuse
The “Baby Boom” generation is growing, as an estimated 4 million people retire and begin receiving Medicare and Social Security benefits annually. Amidst all of the change baby boomers go through while getting an estate plan organized, planning ahead for...
Do you have the right approach to your estate plan?
Many Pennsylvania residents know that they need to have an estate plan but, for one reason or another, simply keep putting it off. Unfortunately, many people view estate plans as just another task to complete, but the reality is that estate planning is one task that...
An overview of the probate process
Probate is an unfamiliar process for most Pennsylvania residents. While many may understand some of the basics of other areas of the law, such as criminal law or family law, probate and estate law can be daunting to even the most sophisticated of individuals. An...
Making sure your estate plans include the cost of long-term care
Estate planning will be different for each Pennsylvania resident. Some people will want to include a trust, while others may be satisfied with a simple will and power of attorney documents. Varying needs lead to varying solutions when it comes to estate planning....
Are Pennsylvania residents avoiding estate planning mistakes?
Once Pennsylvania residents make the choice - the right choice - to begin crafting a comprehensive estate plan, it is important for them to realize that not just any documents will do. They need to make sure that they have the right documents for their own unique...
How can I plan my estate to include special needs beneficiaries?
Estate planning for Pennsylvania residents who have beneficiaries with special needs obviously have many different concerns, both medically and financially. For these individuals, an estate plan can look quite a bit different than "routine" estate plans. How can...
