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Protection From Beyond the Grave – Testamentary Trusts

In last week’s blog post, we took a closer look at the Revocable Living Trust and explored some reasons that you may want to utilize one when creating your estate plan.  As a refresher, a trust is essentially a contract between three parties.  The person who creates the trust is known as the Grantor.  Upon…

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Revocable Living Trusts – Do I Want One?

As we discussed last week, there are a number of different types of trusts that can be employed when creating your estate plan and/or planning for long term care. This week we will focus on Revocable Living Trusts and why you may or may not want to use them. A Revocable Trust is often seen…

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Let’s Talk About Trusts

In the world of Estate and Elder Law Planning, there are many reasons why we may want to utilize a Trust when formulating an estate plan for a client. Many people have come into our office with a preconceived notion that they “need” a trust in order to avoid inheritance taxes. Therefore, when we sit…

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A Key Resource – The Elder Care Coordinator

This past month, we have discussed the many considerations to be weighed when researching long term care options for your loved one. Beginning with an assessment of your loved one’s health, we also stressed the importance of discussing the logistics of care (near friends or family), care preferences (meals, social interaction, activities) and level of…

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Finding the Right Place

When a loved one gets ill, most families are venturing into unchartered waters. The options for long term care are extensive and finding the right fit can seem like an impossible task during this emotional time. A good first step before looking into long term care options is to make sure that your loved one’s…

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Ensuring an Easy Transition

Last week, we discussed the importance of creating a Life Care Plan to assist families in finding an appropriate Long Term Care solution for their loved one. This week, we will begin to explore some of the things you may want to consider when examining a transition to long term care. When researching housing options…

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A Life Care Plan to Protect Your Loved Ones

With Valentine’s Day fast approaching, the month of February is a perfect time to think about care for our elderly loved ones. As average life expectancy in the U.S. continues to increase, many children are being called upon to take a primary role in either caring for their elderly parent(s) or assisting them in finding…

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Administering Your Estate: What Happens After You Pass Away?

Estate Administration or Probate in Pennsylvania is a legal process that occurs after a person has passed away. As part of the process, a personal representative is appointed by opening an estate at the County Register of Wills where the decedent resided at the time of his or her death. It is the job of…

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Your Will And Beneficiary Designations – Who Gets What?

In the area of Estate Planning, one common misconception many people share is that the entirety of their assets will be distributed in accordance with their Last Will and Testament. For instance, if a person’s Will states that their estate is to be divided equally between their three children, many people incorrectly assume that each…

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The Most Important Document You May Not Have

In the estate planning world, many people seek our counsel with regard to creating or updating their Will or Trust. And while these documents do serve specific functions regarding disposition of assets upon one’s passing, many clients are neglecting to inquire about one of the most important estate planning documents they will ever need, a…

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