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

Six Social Security Changes Taking Effect in 2021

The Social Security Administration (SSA) publishes upcoming changes to its social security program every October that take effect on January 1 of the next year. These changes can make a difference in how you plan for or live during your…

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Why Having a Letter of Instruction is Essential

Whether you are starting from scratch or have an estate plan in place a letter of instruction (LOI) is an important part of any comprehensive plan. A letter of instruction can help your loved ones manage important information about you.…

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7 Bad Reasons to Put Off Creating an Estate Plan

My family and I don’t own much. Can’t we put off planning until we can afford it? You shouldn’t. It is crucial to give legal authority to a person of your choice, to care for your children if anything should…

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Medicare to Cover More Telehealth Services During COVID-19

The terms "telehealth" and "telemedicine" refer to the ability to exchange medical information from one site to another through electronic communication to improve a patient's health.  With the rapid rise of COVID-19 cases, there is the urgency to expand the…

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What You Need to Know About The Senior Safe Act

Often a senior does not report financial abuse or identity theft because they are unaware, embarrassed, or worse, they think that someone will deem them mentally unfit and they might be “put away” as a consequence of having been exploited.…

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COVID-19 Portrait of an old man with antivirus mask looking at t

Social Security Funding During COVID-19

The US Social Security Administrations funding trusts are known as the Old-Age and Survivors Insurance (OASI) Trust Fund and the Disability Insurance (DI) Trust Fund. In their 2019 annual report to Congress, the Board of Trustees released some startling detail…

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