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

Safeguarding Your Child’s Inheritance

In your estate planning for the future inheritance of your children and grandchildren, it is essential to incorporate protective measures that prevent assets from being lost or claimed by creditors. A simple way to achieve inheritance protection is through a…

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Charitable Remainder Trusts: Types and Uses

The foundation of philanthropy has long been charitable giving. People love contributing to causes that are close to their hearts. For those who wish to support charitable organizations while also benefiting from tax advantages and income streams, charitable remainder annuity…

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Keeping Your Pets Safe with Pet Trusts

You know how much joy and comfort your pet gives you. It is likely that you consider your pet a valuable member of the family. Since you love them, you give them the best life you can. But what if…

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LGBTQIA+ Estate Planning: What You Need to Know

No matter what your gender identity or sexual orientation, estate planning is essential for protecting your assets, wishes, and loved ones. Estate planning allows you to designate your partner, whether you are married or not, as the person who can…

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Making End-of-Life Plans with an Elder Law Attorney

There is nothing more difficult than talking about death, preparing for it can make it seem even harder. However, end-of-life planning is an important part of estate planning. No one wants their family to have to make emergency medical decisions…

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Tips for Avoiding Beneficiary Mistakes

There is a good chance that you have a beneficiary, since retirement accounts, wills, and trusts commonly have beneficiaries. A beneficiary is an individual (or legal entity) to receive the proceeds from a financial product or vehicle when the owner…

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Comparing ABLE Accounts and Special Needs Trusts

In order to supplement their loved one's needs and quality of life while continuing to qualify for public assistance, many people with loved ones with disabilities create special needs trusts (SNTs) to save money tax-free. In 2014, the ABLE Act…

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Avoid These Inheritance Mistakes

Dealing with death and receiving an inheritance is an emotional time following the loss of a loved one. The loss of a loved one is sad, but the influx of funds can bring joy or relief. It can be hard…

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