Dec 27, 2023
Most people think of their estate plans as expressions of their legacy to loved ones. The last thing they want to leave is family conflict. The first step in avoiding a family fight over your estate should be obvious, but it bears repeating: have a clear and...
Mar 1, 2023
If you are retired and want to minimize financial risk, ensure financial security, and preserve your wealth, you may want to consider an asset protection trust. An asset protection trust is a great way to keep your assets safe from unnecessary nursing home spend-down,...
Dec 20, 2022
This blog post is the fourteenth and final chapter of a series entitled “How to Qualify for Medicaid in Pennsylvania.” This blog post focuses specifically on Medicaid Planning. Qualifying for Medicaid can be confusing and complicated, but this guide helps explain it...
Dec 20, 2022
This blog post is the thirteenth chapter of a series entitled “How to Qualify for Medicaid in Pennsylvania.” This post focuses specifically on Pennsylvania’s estate recovery program. Qualifying for Medicaid can be confusing and complicated, but this guide helps...
Aug 10, 2022
3 Tips to Beat Income Tax on Retirement AccountsWhen doing estate planning, can you get more out of your retirement accounts for your heirs?These days clients commonly have large portions of their estates in retirement accounts. Many have contributed to their accounts...