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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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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Some Digital Tips To Staying Cyber Smart

With every emailed alert about a credit card you probably don't have, with every phone call pleading for money (and for bank account information), it is apparent that we live in a dangerous world.  It is also very apparent that the technology that makes our lives easier also makes us more vulnerable to fraudsters...

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Estate Planning Tips - Do This, Not That!

If you’ve been reading my newsletter long enough, you know by now that my mantra is that everyone needs an estate plan, whether rich or poor, young or old. Your estate plan will look different than your neighbor’s, or that of the CEO of a Fortune 500 company. Everyone has an estate and a...

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