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 […]

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 […]

This New Year: Plan to Protect Your Future

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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

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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?

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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 […]