This New Year: Plan to Protect Your Future

Posted · Add Comment

As the New Year begins, many people resolve to do some things they know they should do, but have put off. In various years past I have vowed to lose weight, get organized, save more, spend more time with my family, eat healthier foods, and get more exercise. In truth, these are pretty much continuing […]

7 Tips for Understanding Gift Taxes

Posted · Add Comment

People are often confused about the laws that apply when they make a gift. Some are surprised to learn that gifts are regulated at all. Unfortunately there are rules – both in terms of taxes and Medicaid qualification. And the laws are complicated. Adding to the confusion – the tax rules related to gifts are […]

Do My Jointly Held Assets Pass through my Will?

Posted · Add Comment

It can be confusing to determine what passes through your Will when you die. A recurring question that we hear from clients is “Do my jointly held assets pass through my Will?” It is important to understand the answer to this question, specifically as it applies to your assets, to ensure that your assets will […]

Legal Tips for Children of Aging Parents

Posted · Add Comment

Being prepared for a crisis as your parents get older is essential, but the conversations are tough and it’s hard to know where to start. In the end, taking these steps to prepare now will make life easier. This is the first article of a three-part series on Tips for Children of Aging Parents. Tip […]

Does a Will Need Witnesses to be Valid?

Posted · Add Comment

Like many estate planning questions the answer is not as simple as yes or no; but more along the lines of “it depends.” While the law varies from state to state, in Pennsylvania a will usually only has to meet two basic requirements: 1) It must be in writing and 2) it must be signed […]