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

Taxes and Trusts for Children with Special Needs

In order to provide for the needs of a child with special needs or a disabled relative, many families create and fund a special needs trust. It can provide peace of mind to improve a family member’s future quality of…

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Meet with Your Family to Discuss Caregiving

Eventually, most of us will be faced with caring for a family member or friend who has declining health. Depending on the family’s dynamics, determining who should handle the role and what type of care the ailing relative should receive…

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Planning an Estate for Children with Special Needs

Modern medicine and health care advancements enable children with a wide variety of special needs (disabilities) to live more productive lives than ever before. Many scientists regard the term special needs as a euphemism for disability. Yet, the difference between…

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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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Supporting Adult Children with Disabilities

It is a responsive, ongoing process for parents to plan for the future well-being of their adult children with disabilities. A Journal of the American Medical Association reports the life expectancy of adults with Down Syndrome has increased from 25…

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Estate Planning for the Surviving Spouse

When you lose a spouse or long-time partner, it can be difficult to think beyond the pain you are going through. However, it is crucial to understand there are important and timely decisions you need to make regarding your finances…

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The Different Types of Trusts

Almost everyone has heard of trusts, usually when referring to a beneficiary of one. Some may believe that only wealthy people have trusts, but they are common and useful tools when creating estate plans of all sizes. They are used…

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Selecting a Special Needs Trustee

Grantors (the individuals who create and fund a trust) generally become trustees when they create a special needs trust (SNT) for a loved one with a disability. However, it is crucial to choose a successor trustee who will continue properly…

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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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