ESTATE PLANNING • ELDER CARE & DISABILITY PLANNING

How to Prevent Tax Fraud and Identity Theft

March 8, 2018

Fraudulent tax returns and stolen refunds have always been cause for concern for Pennsylvanians and all Americans. But after last year’s giant Equifax security breach, all taxpayers should exercise extra diligence. As a result of the breach, hackers were able to access the Social...

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The Pennsylvania ABLE Savings Program

April 13, 2017

The Pennsylvania ABLE Savings Program opened April 3, 2017. ABLE stands for Achieving a Better Life Experience, and the federal legislation was signed into law by President Obama on December 19, 2014. The law allows individuals with disabilities to establish tax qualified accounts resembling...

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The Medicaid ineligibility trap

January 29, 2016

Because of the potentially financially devastating costs of long term care, Medicaid is often the safety net to protect spouses and other family members from impoverishment. For those of you who transfer assets, there is a period during which you are ineligible for Medicaid....

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The costs associated with long-term care

January 21, 2016

The cost of long-term care is dependent on the kind of care you require and the length of time that you need such care. It can also be affected by your provider and the area in which you live. The cost can be influenced...

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Guardianship laws in Pennsylvania

January 7, 2016

Upon attaining the age of 18, a person has the right to make decisions on his or her own behalf without regard to any limitations or disabilities unless he or she has been adjudicated to be incapacitated by a court. This determination is made...

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There is a path to a secure future for you & your family.