Sep 30, 2021
This blog is the third chapter of a series entitled “How to Qualify for Medicaid in Pennsylvania” that focuses specifically on its long-term care program. Qualifying for Medicaid can be complicated and time-consuming, but this guide explains the process in...
Sep 9, 2021
This blog is the first chapter of a series entitled “How to Qualify for Medicaid in Pennsylvania” that focuses specifically on its long-term care program. Qualifying for Medicaid can be complicated and time-consuming, but this guide significantly simplifies the...
Feb 1, 2020
What tax returns need to be filed after someone dies? In Pennsylvania, here are the main tax returns to consider: Personal Income Tax (1040) By April 15 of the year after death, file the deceased’s final income tax return (Form 1040). If the deceased was married, it...
Mar 11, 2019
In the many powers of attorney I see in my line of work, one problem recurs over and over again. And it’s costing families tens of thousands, and even hundreds of thousands, of dollars in asset protection. The number one problem is inadequate gifting provisions. If...
Feb 25, 2019
When designing a trust to protect assets against nursing home spend-down, lawsuits, scam artists, undue influence from family or acquaintances, or other hazards, we use certain features over and over again. These features make the trust more user-friendly, allowing...