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Check back often! On this blog, we’ll share helpful insights, and clear, accurate, and up-to-date information so you can become more informed about the legal system and how it may affect you and your loved ones.
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I Have a Will. Isn’t that Enough?
A will is a necessary part of most estate plans. But your will is typically a very small part of a comprehensive plan. Here are some of the things you should not expect your will to accomplish:
Why Can’t I Just Transfer Ownership of My House to My Child? Isn’t that Enough Estate Planning?
Transferring ownership of your home to your adult child during your lifetime may seem like an easy and cheap way to qualify for Medicaid, avoid probate, and/or reduce your taxes. However, this planning “strategy” has three major pitfalls which can lead to disastrous consequences.
Get more secure and financially organized than ever.
In a short 15 minute call with me, I can assess what your needs are regarding planning for you and your family’s future and the best way for me to help keep your loved ones out of court and out of conflict. Even if we do not decide to plan together, you will get more financially organized than ever before so your loved ones will be able to find you assets at death and nothing will end up in PA Department of Unclaimed Property.