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

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…

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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….

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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…

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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…

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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…

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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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