The Big Financial Risk facing Pennsylvania Seniors

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Recently I wrote about how death taxes impact Pennsylvania residents and their heirs. The conclusion was that for most of us, federal death taxes are not an issue. And Pennsylvania’s inheritance tax can take a modest bite from our accumulated wealth. [See my recent article Death Taxes For Pennsylvania Residents] For many Pennsylvania seniors a […]

Death Taxes for Pennsylvania Residents

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Should you be worried about death taxes? Many Pennsylvania seniors share similar financial and estate planning goals. We want to be sure that we have enough resources to provide for our needs during our lifetime. And we want to pass a little something – as much as possible really – on to our families after […]

ALZHEIMER’S ASSOCIATION® LAUNCHES EARLY-STAGE SOCIAL ENGAGEMENT PROGRAM IN LOCK HAVEN

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 Program Creates a Vital Community after Diagnosis  By Fran Decker, MSW, LSW In 2013, the Alzheimer’s Association® l launched an Early-Stage Social Engagement Program across the country to help people living in the early-stage of Alzheimer’s remain mentally and socially active post diagnosis. The programs are called Memory Cafés and one is now being offered […]

Mistakes Retirees Make—Beneficiaries with Special Needs

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[Pennsylvania retirees often make legal and estate planning mistakes because of a lack of accurate information and guidance. These mistakes can impact the retirees’ financial security and prevent them from achieving important goals.]  The existence of a child, grandchild, or other potential beneficiary with a disability (often referred to as “special needs”) complicates the estate […]