Estate Planning 2022 Outlook

With the new year upon us, let's discuss what the estate planning landscape will look like for the coming year and beyond.

Before I get too deep into the changes for the year and changes ahead, do you realize that ten years ago was 2012? The iPhone 4S was...

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Estate Planning News

Estate Planning Update: 2022 Figures

2022 is on the horizon, and with that, some updates are in order on what we know so far. The caveat remains: Congress is unpredictable, especially this time of year. We may find out this month about some further changes in tax laws. We'll keep an eye out and update you accordingly.

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10 Reasons To Hire An Elder Law Attorney

Elder law is a broad practice area centered around long-term care planning, asset protection, and many related issues. There are endless stories of folks needing long-term care, yet their families wait until it’s too late to hire an attorney or just simply don’t hire an attorney at all. This leaves families with...

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What Are The Odds (Of Needing Long-Term Care)?

Whenever I give a presentation about long-term care, inevitably there will be some discussion about the odds of needing a nursing home. For instance, one statistic from the federal department of Health and Human Services (HHS) indicates that only 15% of older adults will spend greater than two years in a nursing home. If you're...

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Tangled Title: What Is It and How To Avoid It

Across Pennsylvania, there are thousands of properties that have a ‘tangled title’ where the person living in the home does not actually own the home. It’s a pervasive problem, particularly in urban areas. The sooner it is identified and fixed, the better. When there is tangled title, mortgages can’t be refinanced. Repair grants,...

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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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