BLOG

Archive for the ‘Elder Law / Estate Planning and Administration’ Category

Know Thy Trust: A Plain English Guide to Orchestrating Assets in Divorce Cases

March 13th, 2019
By Raffaele Puppio

Living trusts and testamentary trusts are an essential part of a complete estate plan, but they can be challenging to set up and difficult to understand how they work. Trusts in divorce cases must be especially scrutinized, along with other estate documents, to help avoid any bad situations. Published by the American Bar Association, “Know…

Read more

The ‘What,’ ‘Why’ & ‘How’ of Death Certificates in Pennsylvania

December 20th, 2018

When we are born, we are issued a birth certificate not only for the purpose of obtaining a legal name, but also to notify the United States government of our existence. A birth certificate enables the government to keep track of who owes taxes, who is entitled to social security benefits, who may obtain a…

Read more

What to Consider When Creating an Estate Plan in Pennsylvania

July 24th, 2018

Though difficult to think about, some day each of us will pass away and our loved ones will be left to pick up the pieces. Estate planning is the process of completing certain tasks in order to prepare an individual’s assets in the event that he or she becomes incapacitated or passes away. The plan…

Read more

When is the Right Time to Consult an Elder Law Attorney in Pennsylvania?

April 13th, 2018

Much like wisely deciding to repair the tattered roof of your home to protect against a surprise thunderstorm, the best time to contact an elder law attorney to adequately address the future needs of aging parents, a spouse or yourself is today. Long-term care arrangements are too often placed on the backburner of life’s priorities….

Read more

Will the Right Heirs Inherit Your Estate?

March 29th, 2018

As emotionally unsettling as your death would be to your spouse, children and extended family, its impact would have additional ramifications should you die without having drawn up a will. Whether young or old, fit or infirm, having a valid will or other binding declaration ensures that the assets you accumulated over a lifetime will…

Read more

Understanding Special Needs Trusts in Pennsylvania

March 22nd, 2018

If you have a child with a disability who is unlikely to become financially independent, no doubt you already have begun to think about what would happen to him or her when you die. Fortunately, an estate planning option called a Special Needs Trust is available in Pennsylvania. Through a Special Needs Trust, you can…

Read more

What Does It Mean to Serve As An Estate Administrator After Someone Dies In Pennsylvania?

March 14th, 2018

If a close family member or friend has died and named you as the executor of his or her will, no doubt you consider it a great honor. After all, this person considered you a trusted person in life. You will want to serve the departed dutifully now that he or she can no longer…

Read more

Understanding Trusts as a Tool in Estate Planning in Pennsylvania

July 28th, 2017

Often confused with wills, trusts are a frequently misunderstood tool for estate planning. Though trusts and wills are often connected within an estate and have some abilities in common, they are two different legal documents. Like a will, a trust comprises a list of property and names people or entities who are to receive that…

Read more

Roles and Responsibilities of the Administrator of a Will in Pennsylvania

July 13th, 2017

If you have been entrusted with the responsibility of administering the estate of a recently deceased family member or friend, it is helpful to know in advance the range of duties that will be expected of you. Administering a will as the estate’s executor can take upwards of six months, or even years, and will…

Read more

Is an Estate Required to Repay DHS for Medical Assistance Under Pennsylvania’s Medicaid Estate Recovery Program?

May 31st, 2017

If the Pennsylvania Department of Human Services (DHS) provides medical assistance to an individual who is over 55 years of age, DHS shall have a claim against that person’s estate to recover the cost of the medical assistance. DHS’s claim against the decedent’s estate includes the cost of nursing home care, home and community based…

Read more