When it comes to estate planning, there is one question that most people have first and foremost: Where do I start? For Pennsylvania residents who are thinking about starting their estate plan, it is important to know some of the key documents that should be included....
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Get organized to make estate planning easier
The important task of estate planning is put off by Pennsylvania residents for one simple reason: they think it is too difficult. While there may be some obstacles in the estate planning process, why not make it easier for yourself? As a recent article noted, getting...
Understanding your options in a comprehensive estate plan
Most people probably know that they should have an estate plan, but many are reluctant to dive into this process because they believe it might be too complicated. But, while there may be complications to overcome and difficult decisions to make in the estate planning...
The deceased may suffer from identity theft, too
It's been a trying and stressful few years as your family watched your fun-loving, intelligent and physically active father deteriorate to a shell of his former self after the onset of dementia. Now, he has died. You've made the funeral arrangements, probated his...
One big mistake to avoid when it comes to estate planning
Several previous posts on estate planning have noted that, in general, it is better to have some estate planning documents in place than none. However, it isn't called estate "planning" for no reason. Pennsylvania residents should be sure to take a careful approach...
Is long-term care insurance an option for your estate plan?
With regard to estate planning, several previous posts here have explored some of the options that Pennsylvania residents have when it comes to including long-term care planning. One option that is becoming increasingly popular - for those who can afford it - is...
The “do nothing” approach to estate planning is a mistake
Estate planning - have you and your family members done it? Sometimes, Pennsylvania residents take the "bury your head in the sand" approach to problems - problems they know they need to deal with at some point. When it comes to estate planning, this could be called...
Maintain flexibility with your Medicare planning
Millions of Americans benefit from Medicare funding. This so-called "safety net" is invaluable to many people who otherwise would not be able to afford medical treatment in their older years. However, what many people do not understand is that planning for Medicare...
Elder financial abuse typically committed by family or friends
Financial fraud or exploitation of the elderly happens, and it's shameful. These crimes may range from the theft of an heirloom watch or a forged check to the bilking of thousands of dollars from investment or retirement accounts. What investigators have discovered -...
What are your options for paying for long term care?
Should you consider long term care planning? Although no one can see the future, we can all plan for any number of eventualities. For many people, planning for the "what ifs" is a crucial part of estate planning, and involves considering how to pay for long term care....

