Living Will and Dignified Aging: Have the Conversation

As loved ones age, having the discussion on dignified aging and a living will can be challenging and emotional for families. Considering that spring is arriving and it appears the world may be opening up a bit more (hopefully), families will start reconnecting, spending quality time together, and planning vacations. Since the start of the pandemic, many families forewent these gatherings in an effort to avoid unnecessarily exposing themselves or loved ones to COVID-19. However, since late 2021 and increasingly so, families are spending more time together. Considering how long it’s been since these families have sat together, this may [...]

2024-03-08T11:32:24-05:00March 11, 2022|

Elder Law Planning: More Than Just Medicaid

When it comes to elder law planning, and when I meet with clients, the focus tends to be heavily centered on finances. When retirement accounts are dwindling due to a spouse’s high nursing home bill or a parent’s complex financial management style has left an adult child overwhelmed and confused, it is easy to become focused on Medicaid as the magic solution. However, Medicaid is just one piece of a much larger puzzle. A few years ago, I worked with the sister caregiver of a client who required long-term care. Due to the brother’s medical diagnoses and young age, his [...]

2024-03-08T12:31:59-05:00February 15, 2021|

Life Lessons From Two Decades Advocating for Seniors

On February 1, 2000, I began a journey to an unknown destination. On this day twenty years ago, I opened my elder care law office. If you were to tell me twenty years later we would expand to six offices in NJ and PA, employ thirty team members, including five attorneys and six geriatric social workers, establish groundbreaking elder care symposiums in NJ & PA, receive numerous awards and recognition for our firm’s advocacy for seniors, and teach other attorneys across the United States how to engage in legal advocacy for seniors, I would not have believed it. Last month, [...]

2024-03-08T12:41:08-05:00January 8, 2020|

The Pennsylvania Inheritance Tax Explained

Who knew that the Commonwealth of Pennsylvania is one of only twenty United States jurisdictions which collect a state death tax? For the Pennsylvania resident decedent, regardless of whether the beneficiaries live in Philadelphia, Bucks, Montgomery, or Delaware Counties, or beyond the borders of the Commonwealth, the Pennsylvania Inheritance tax will likely impact any inheritance. In this blog, The Pennsylvania Inheritance Tax Explained, we answer eight of the most commonly asked questions. 1. I already filed the decedent’s taxes on April 15th. Why do I need to file a Pennsylvania REV-1500? Comparing income taxes to state death taxes is like [...]

2024-07-29T11:55:02-04:00September 30, 2016|
Go to Top