October 10, 2013

For many families, real estate is the most important asset to pass on to children. Whether it is for sentimental value, present economic value, or the future potential for mineral rights resources, families often desire to preserve real estate for future generations. W...

October 1, 2013

Under certain circumstances, annuities can be a great planning tool for financial advisers (and even estate planners, in some cases). However, for Medicaid applicants, they cause significant hurdles to resource eligibility, because they can be treated as available reso...

September 20, 2013

Why would a young couples with one or more children need a Will? Two reasons: protecting your spouse and protecting your children.

 

In Pennsylvania, if you die without a Will, the Commonwealth decides how to divide your property. A married person with one or more childr...

September 15, 2013

Many families in northwestern Pennsylvania own real estate that has sentimental value from years of family vacations or significant financial value (due to years of ownership). In all cases, careful consideration should be made to ensure successful transition to the ne...

September 1, 2013

Clients often ask how to ensure the efficient and cost-effective administration of their estates. While certain variables are out of your control, here are some steps you can take to ensure that your beneficiaries receive more of your Estate, and the lawyers receive le...

August 24, 2013

The question sounds a bit silly, but many of us profess love for our pets, and few do any planning for our four-legged friends. Considering their importance to us during our life, it might be worthwhile to plan for their care upon our death. As the importance of therap...

August 15, 2013

The number of persons calling our office to inquire about the definition of “probate” is staggering, and represents a gap in our collective knowledge as to how estate administration in Pennsylvania works. Understanding the definition of “Probate Estate” is essential to...

August 5, 2013

As defined benefit pension plans increasingly become retirement vehicles of the past, more and more Americans are faced with important planning decisions regarding their individualized retirement savings plans. While IRAs and 401ks are great for retirement saving, they...

July 30, 2013

Many clients go to a lawyer to prepare a Will and Powers of Attorney simply because they believe those are important documents to have in place. They are correct—everyone does need these documents. But the documents themselves are only part of the equation. Successful...

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