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Philadelphia PA Estate Planning Blog

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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Wednesday, May 15, 2019

Deathbed Wills


DEATHBED WILLS: Why are they problematic? For a few reasons:

#1 - You don't have a clear frame of mind to plan your estate. If you're not thinking clearly, chances are, your plan won't work.

#2 - You may have a few children, but only one is by your bedside, essentially writing the will for you and telling you to sign it. This is improper, and depending on several factors, could be subject to challenge. Your will is YOUR will, and you must be the one that considers what's part of the will.
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Thursday, May 9, 2019

Powers of Attorney = Peace of Mind



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Monday, February 4, 2019

Learning The Lingo of Long-Term Care

A couple weeks ago, the oldest man, aged 113, died in Japan. You can read about it here. Luckily for him, he died at home. No one ever says "I want to be in a nursing home!" but, for some of us, that will be the only viable option as we age.


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Sunday, December 16, 2018

Elder Planning - Personal Services Contracts