Life Insurance

Why Are We Discussing Life Insurance?

Often times, the mention of life insurance can scare even the most rational folks away. But when it comes to estate planning (and elder planning), life insurance potentially has a significant role to play. The use of insurance will depend on the circumstances, but the idea of life insurance shouldn't be discarded at first...

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being organized

Beneficiary Designation Forms

It's time for some spring cleaning, and on your list, make sure to add checking your financial accounts with beneficiary designations. They range from annuities, to IRA's, 401(k)'s, life insurance policies and more.

If you have accounts with beneficiaries designated, it is important that you understand the beneficiary designations will take precedence over...

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Thoughts On Estate Planning

Plan Now, Not Later: The COVID crisis has only exacerbated a recurring problem we see at the law firm--folks waiting until it's too late to plan. I always emphasize the fact that you should be in control of your estate plan. It's not ideal if your adult child is attempting to be...

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Nursing Home

Nursing Home Abuse & Neglect

Nursing home neglect and abuse is a heartbreaking issue for any family to deal with. Below are several common warning signs of nursing home abuse, and later, a review of the common legal issues that nursing homes may face. If you are faced with such a circumstance now or in the future,...

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Elderly woman reviewing documents

Elder Financial Abuse Study

A study commissioned by Pennsylvania Governor Tom Wolf in 2019 recently revealed some alarming findings related to the financial exploitation of older adults. 

Financial exploitation of older adults can take many different forms and can be perpetrated by trusted individuals or complete strangers.  The most common forms of financial...

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Ethical Wills

Why do we engage in estate planning? Most people would say their priorities in estate planning are protecting their assets and ensuring those assets get passed on properly.

However, we often miss the equally important goal of estate planning: passing on your values, hopes, fears, lessons learned, etc. to the next generation(s).

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