Estate Planning

Planning for a family member with a disability often raises a difficult question: how do you provide financial support without putting their government benefits at risk? A special needs trust may offer one way to address that concern. The role of a special needs trust...

Many people approach estate planning with sincere intentions. Yet small oversights can unintentionally shift assets, increase tax obligations and create stress for loved ones. Recognizing the common mistakes below may help you avoid similar issues and protect your...

Dying without a will in Pennsylvania can inspire uncertainty for families and often leads to results that the deceased may not have intended. When someone passes away without leaving a valid will, their estate is considered “intestate.” This means that Pennsylvania’s...

A lot of people think that only wealthy (or comfortably well-off) people need a will – and it is true that people of means carefully consider what happens to their estates when they pass away.  However, the idea that wills are only for the wealthy is a common...

Anyone with valuable property may need to create an estate plan. Both real estate holdings and small businesses give people an incentive to draft wills and other estate planning documents. Farmers have assets that may fall into both categories simultaneously. Farmland...

Paying for a parent's nursing home care in Pennsylvania can be a significant financial challenge for many families. As long-term care costs continue to rise, it's essential to understand the various options available to help manage these expenses. Planning ahead and...

It is never the wrong time to get your affairs in order. Whether you have recently moved to a new state, or you have experienced a similar significant change in circumstances, you may need a new estate plan to cover you. It is important to know what are the essential...

Estate planning is very critical for farmers. After all, farmers often don’t look at retirement the same way that other business owners do. They live on the farm, it’s been in the family for generations, and their plan is simply to transfer it down to their children....

Nursing homes exist for a reason. Many people simply do not have the time or physical ability to provide all of the care an aging loved one requires. As your parents grow older, you may try to help them age in place. Eventually, many families recognize that they need...

When people in Pennsylvania think about planning for the future, they may wonder about how they can include their plans for charitable gifts into their broader estate plans. While many people want to focus on passing on their assets to their family, others want to...