Blog: Wills and Trusts

When Mom and Dad Need Help With Their Finances…

As our parents age and start to slow down, adult children are faced with the difficult task of talking to them about helping out and potentially managing their finances.  This conversation can be...

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Affordable Care Act’s Impact on Trusts and Estates

The...

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IS A BARGAIN ALWAYS THE BEST DEAL?

Who doesn’t love a bargain?  Whether it’s negotiating a deal on a car or a discount on a pair of shoes - a discounted price always seems better than full price - but is it?

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DO YOU HAVE A BACKUP PLAN?

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HAVING THE TALK ABOUT INHERITANCE

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Governor Wolf Proposes a Tax on Services

In a move called by...

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Managing Your Facebook Account After Death

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Special Needs Children and the Beneficiary Designation Trap

In a recent blog, we discussed a vital planning tool for families caring for a child with special needs– the...

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