Year: 2023
Should a spendthrift trust be part of your estate?
Creating an estate plan can be challenging for anyone in Pennsylvania. You may have multiple loved ones to whom you want to leave assets after your passing. However, you may already know that some potential beneficiaries don't spend their money wisely. For these...
Establishing a special needs trust in Pennsylvania
Caring for an elderly relative in Pennsylvania comes with some rewards but also many challenges. Those needing to establish a trust to provide financial security for their loved one probably have a lot of questions about the procedure and options. The most common type...
Can I protect my assets from nursing home costs?
As people age, the need for long-term care becomes increasingly common. This care can be expensive for many individuals and quickly deplete their hard-earned savings. One of the primary concerns for those facing the need for long-term care is protecting their assets...
Estate planning for a happy retirement
There's plenty to think about as you get ready to retire. It's a crucial time to make sure your estate plan is in fully order and properly set up to distribute your assets to your Pennsylvania beneficiaries once you've passed on. Review your will and employer plan...