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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...
October 27, 2017
You have probably heard by now about the massive security breach at Equifax, one of the leading credit reporting agencies in the U.S. Equifax possesses personal information of virtually every American who has ever obtained a loan or credit card. On September 8, Equifax...
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...
February 16, 2017
On December 13, 2016, the Special Needs Trust Fairness Act was enacted to allow individuals with disabilities who are mentally capable to establish self-settled special needs trusts (SNTs) to hold their own funds. Before this change in legislation, only a court or the parent,...
September 28, 2016
Military members and retirees can now direct payment of a dependent child Survivor Benefit Plan (SBP) annuity to a special needs trust for the benefit of a disabled child. This important development allows military members and retirees to provide for a child with a...
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....
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...
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...
October 14, 2015
If you have not had your estate planning reviewed in the last three years, meeting with your attorney to review or prepare your estate planning should be high on your list of things to do. You need to have current Wills, Powers of Attorney,...
August 15, 2015
Advance Directives, also referred to as Living Wills, provide instructions to your doctors, hospital and family members on your wishes regarding life sustaining treatments. If you are in terminal condition or a state of permanent unconsciousness you have a right to decide what medical...
There is a path to a secure future for you & your family.