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Midway, PA (724) 796-3040 Erie, PA (814) 315-0123 Franklin, PA (814) 209-4699

A Guide to ABLE Accounts and Disability

Although society has adapted to meet the needs of those with disabilities, living with a disability has its own unique challenges and adversities. One challenge major challenge is financial strain. There are significant additional costs associated with disabled living. However,…

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Five Estate Planning Mistakes

Financial security is one of the most important goals of adulthood, and maintaining it is another. This adage is why many people spend substantial time and effort maximizing their legacy goals in their estate plan, ensuring their wishes come to pass.…

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Special Needs Children and Life Insurance Policies

When you have a special needs child in your family, you may want to consider purchasing life insurance to address the possibility of outliving your child. Alternatively, parents may use a life insurance policy in a trust as part of their…

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Seniors’ Estate Planning

The 2021 Wills and Estate Planning Study by Caring.com and YouGov found that the percentage of Americans aged fifty-five and older who have created a will has declined from 60% to 44% since 2019. This decrease is as surprising a statistic…

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Special Needs Children as Beneficiaries in Trusts and IRAs

Protecting the needs-based government benefits of a child with special needs requires careful planning. It is also important to protect those assets against later claims after your death and, in some cases, during your lifetime, for additional available public benefits…

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Special Needs Trust Funding

Special needs trusts (SNT) must be properly funded, so that the trustee may distribute assets to beneficiaries who are disabled. Before funding can happen, you must choose the type of trust that best suits the situation for your special needs…

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Remember These Tips When Special Needs Planning

You should carefully plan for the future of a loved one with special needs as it is one of the most important things you can do to protect their lives. This article offers tips you can employ in your planning process…

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Naming a Special Needs Child as a Beneficiary

Protecting a child's need-based government benefits requires careful planning when leaving assets to them.  It is also important to protect those assets against later claims after your death and, in some cases, during your lifetime, for additional available public benefits…

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Thriving on a Fixed Disability Income

It is possible for disabled people to maximize their income potential despite living on a fixed income. Depending on your medical condition, additional costs may be involved.  And your expenses are always higher than most, from food to medical care…

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