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Midway, PA (724) 796-3040 Erie, PA (814) 315-0123 Franklin, PA (814) 209-4699
Senior Adult Taking Pills Medicine Concept

What To know About the Shortcomings of Medicare Advantage Plans

Medicare Advantage plans are appealing to many cost-conscious seniors because 1) they include prescription drug coverage; 2) they often include dental care, eyeglasses, gym memberships and other services; and 3) the premiums are substantially less than a traditional Medigap Plan…

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Seniors Changing Their Living Wills

Kaiser Health News is reporting the coronavirus pandemic is prompting seniors to create or modify their living wills. Specifically, intubation is the topic that has many seniors crafting or rethinking their strategies amidst a wealth of disparate COVID-19 information that…

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What You Should Know About Veterans’ Benefits

Veterans are an important class of our population and as such, it is important to know about the various benefits available to them.  Many of the benefits are based on the type of service by the veteran, the health of…

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How to Pay for Assisted Living

Assisted living rent can vary from $2,000 to $5,000 monthly. Depending on what type of care your loved one needs, assisted living can be the most affordable solution when compared to a nursing home ($5,000 to $10,000 or more per…

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How to Use a Personal Property Memorandum

Family members often end up arguing over mom or dad’s favorite items when that parent dies. Arguments can take place over things like a coffee mug, a piece of jewelry or a painting. These types of arguments can be eliminated…

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Blended Families and Adequate Estate Planning

Couples often bring children into a marriage from a prior marriage or union and then have children together. This is often referred to as a blended family. Blended families highlight the need for careful estate planning to make sure the…

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gift tax

All You Need to Know About Gift Taxes

The gift tax is a tax on the transfer of assets, cash or property, to another without receiving something of equal value. The asset has to be of a certain value for the tax to apply; otherwise, it falls under…

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What This New Decade Means for Baby Boomers

The baby boom generation is comprised of those Americans born 1946-1964, and according to the US Census Bureau (Bureau of Census), their numbers are estimated to be 73 million strong. This number represents nearly 20 percent of the American public.…

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living will

Why Having a Living Will is a Crucial Planning Strategy

A living will lays out your preferences for life-sustaining medical treatment.  It is often accompanied by a health-care proxy or power of attorney, which allows someone to make treatment decisions for you if you are incapacitated and the living will…

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