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Philadelphia PA Estate Planning Blog

Tuesday, September 10, 2019

Estate Planning Tips - Do This, Not That!

Don't make common estate planning mistakes -- In this article, explore what it takes to create the most optimal estate plan for you and your loved ones.
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Tuesday, August 20, 2019

Are CCRCs Right For You?



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Tuesday, August 20, 2019

Beneficiary Forms: 5 Common Mistakes

Are the beneficiary designations on your accounts mere afterthoughts? Consider how important these designations are, and the fact that things can go very wrong if these designations aren't correct. Read about five common mistakes in this blog.
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Monday, August 5, 2019

Medicaid Myths


Five Myths About Medicaid’s Long-Term Care Coverage

Most folks are more familiar with Medicare, while Medicaid remains a mystery to most of us. Often times, we use the two words interchangeably. The fact is that Medicaid is the largest source for funding nursing home care, but there are many myths about exactly who qualifies for it and what coverage it provides.  Here are five myths followed by the real story.

  1. Medicare will cover my nursing home expenses.

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Monday, July 22, 2019

Should You Avoid Probate in Pennsylvania?

Probate is a scary word, but should you be concerned about it if you're a resident of Pennsylvania?


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Tuesday, July 9, 2019

Stay Ahead Of The Curve: Planning For Incapacity


Death and taxes are certain, but so is another item: Uncertainty. You’re bound to face surprises in your life down the road, and one of those surprises may be the need for some form of long-term care. As we have a better chance of living longer, so we have a better chance of needing help in the future. For some, that may be an adult child taking care of you. Others may need professional home health care.
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Tuesday, June 18, 2019

Adult Day Care: Providing a Break For Caregivers


Caregiving is hard work and it is easy for caregivers, especially family members, to get burned out. Adult day care may sound funny at first, but it's no joke. Adult day care centers provide care and companionship in a group setting to seniors who need supervision during the day, allowing their caregivers to go to work or take a much-needed break.

Often affiliated with another facility (i.e.
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Tuesday, June 18, 2019

Prepare for the SECURE Act


This has been under the radar for most folks, but be prepared. Last month, the U.S. House of Representatives passed the SECURE Act, a bill to change the laws on retirement savings. The U.
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Tuesday, May 21, 2019

Guest Blog: Reverse Mortgage Update

This blog entry was written by Mary Spencer, a Reverse Mortgage Specialist at Univest Bank & Trust Co.


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Tuesday, May 21, 2019

Aretha Had a Will After All!

Aretha Franklin, the Queen of Soul, died in August 2018 without a will -- until today, when 3 handwritten wills were uncovered. What could possibly go wrong?


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The Law Offices of Jeremy A. Wechsler assist clients with Estate Planning matters in Willow Grove, PA as well as Abington, Hatboro, Dresher, Horsham, Bryn Athyn, Huntingdon Valley, Fort Washington, Jenkintown, Glenside, Oreland, Warminister, Wyncote, Ambler, Elkins Park, Flourtown, Philadelphia, Warrington, Cheltenham, Gwynedd Valley, Jamison, Feasterville Trevose, Richboro, North Wales, Blue Bell, Lafayette Hill, King of Prussia, Collegeville, Oaks, Phoenixville, Oxford Valley, Langhorne, Penndel, Bristol, Fairless Hills, Bensalem, Plymouth Meeting, Furlong, Philadelphia County, Bucks County and Montgomery County.

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