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

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…

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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…

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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…

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Estate Planning Tips During a Divorce

October 14th, 2016

For most, a divorce is a foreign, complex and highly emotional process. Once a party has decided to divorce or has been served with a divorce complaint, the issues that take the forefront are the ones which affect a party’s everyday life – how will expenses be paid, where will each party live, how often…

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You Can Still Use Common Law Marriage to Reduce or Eliminate PA Inheritance Tax

June 29th, 2016

Under Pennsylvania Estate Law, anything that you inherit from your non-spouse, significant other after his or her death will be taxed at a rate of 15% by the Pennsylvania Department of Revenue. However, if you can prove that you were the common-law spouse of the deceased, anything that you inherit will be taxed at a…

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