News & Resources: Blog: Blog

News & Resources: Blog

Government Programs for Seniors

Many retirees or near retirement individuals should look to existing government programs to possibly qualify to receive assistance and reduce the anxiety many Americans feel living on a fixed income.

Preparing Your Parents for the Future

It will take time to gather all the information you need for a complete financial assessment of their aging needs.

Protecting Your Loved Ones in Nursing Homes

According to the American Family Physician Journal, a flu outbreak in a nursing home often affects 20 percent or more of the residents.

Manage Stress with Meditation

Some people use mantras to help guide and focus their attention on the present moment.

The Executor’s Role

Even though the decedent nominated you to be their executor, you will still need to be appointed to that role by their local probate court.

The Estate Planning Process for Individuals with Special Needs

What is the definition of special needs? Those with learning difficulties, behavioral or emotional problems or physical disabilities are referred to as special needs. For example, individuals with autism, ADHD, Asperger syndrome, Down syndrome, dyscalculia, dyslexia, deafness, blindness, and cystic fibrosis fall into the special needs category, as do cleft lips, missing limbs, and more. The […]

What Makes Estate Planning So Crucial for the LGBTQIA+ Community

Regardless of orientation, anyone can benefit from estate planning because it provides protection for loved ones. In the LGBTQIA+ community, estate planning can legally protect against discrimination even if others are reluctant to recognize your relationship and your desire to permit your partner to make decisions for your care should you become unable to. Estate […]

Living Wills: Ten Things You Should Know

In contrast to a last will and testament, a living will does not transfer assets and property after death. Instead, it is a mechanism to communicate to your family and doctors how you want medical care conducted when you aren’t able. Your living will is an essential part of an estate plan to help you […]

What You Need to Know About Special Needs Guardianships – Part 2

You must know the key responsibilities of a guardian, once you understand how guardianship can help a special needs adult. Guardian duties vary depending on the protected person’s limitations and abilities. However, some general responsibilities tend to fall to all guardians, including: Ensuring the protected person’s living situation is not only safe and appropriate but […]

What You Need to Know About Special Needs Guardianships – Part 1

It is particularly hard to protect and provide for children with special needs who require additional care to address their vulnerabilities. Structuring your estate plan to include the appropriate legal documents in the event of your death is crucial, especially when naming a guardian. Special needs children often require guardianship past the age of 18. […]

CLIENT Testimonial

Scott explained estate planning very thoroughly and in terms we could understand. He let us know our options and we feel that he is very knowledgeable, professional and also a compassionate person. We recommend Scott to our family and friends!

- Fred T., Willow Grove, Pennsylvania