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

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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Paying for Long-Term Care

Nearly 70 percent of American retirees will need long-term care in their later years, according to the US Department of Health and Human Services (HHS). The expense of LTC can be astronomical and varies widely by location and by the amount…

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Helping Seniors Make Connections

Our goal is to live a long and healthy life. Senior citizens are admired for their wisdom and knowledge. However, their long life often comes with the grief of outliving their spouses, friends, and sometimes their children. If they can’t maintain…

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Revise Your Estate Plan Following Divorce

An emotional divorce can lead to financial turmoil (especially if children are involved). Rarely is the division of assets an amicable process. While your estate plan may be the furthest thing from your mind during a divorce, without updating your documents,…

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Estate Planning and Elder Law

It might seem confusing to think about estate planning vs. elder law as you begin to plan your future, both financially and in terms of health care. Estate planning and elder law also have some similarities. Even though these two types…

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