Applying for Aid and Attendance benefits can be a confusing and time consuming process. The VA is actually improving their turn-around time on new claims but the red-tape still exists. This article should help you properly complete a claim for VA Aid and Attendance pension benefits. However, I first recommend making sure you qualify for […]
Can You Revoke An Irrevocable Trust?
Advanced planning to avoid crippling long term care costs and Pennsylvania estate recovery is an attractive option for many Pennsylvania residents. Planning ahead is usually preferable to the crisis planning that elder law attorney’s do to help clients preserve assets. But not everyone knows that options exist to eliminate some or most of the private […]
Pennsylvania Irrevocable Trust
A Pennsylvania Irrevocable Trust can come in many different shapes and sizes. Depending on the creator’s goals and specific situation, a Pennsylvania Irrevocable Trust can be drafted in a variety of ways. The specific language of the trust will depend on a variety of circumstances that are unique to the person creating the trust. This […]
Pennsylvania Medical Assistance: Can A Testamentary Trust Help You Qualify?
Thirty five percent of the population aged 65+ will eventually enter a nursing home. This is fact. There is a very real chance that you or a family member will someday require Pennsylvania medical assistance. Given the likelihood that someone you know will need a skilled nursing facility, how can you prepare? Of course you […]
Standby Guardian — An Important Part Of A Pennsylvania Estate Plan
What Is A Standby Guardian? A standby guardian is not the same as a guardian that you appoint to care for your children in a Pennsylvania last will and testament. Your last will and testament only takes effect after your death. This includes the provision in your will that names a trusted family member or […]
Pennsylvania Last Will And Testament
This article is meant to provide the reader with basic information on a Pennsylvania last will and testament. While comprehensive, this article is not complete and is not a substitute for speaking with an attorney about your specific situation. A Pennsylvania last will and testament can provide many advantages. This article will touch on many […]
How To Avoid Pennsylvania Estate Recovery
If you’re researching how to avoid Pennsylvania Estate Recovery, there is a reasonable chance that either a loved one is in a skilled nursing facility or about to enter a skilled nursing facility. Many families want to know how to avoid Pennsylvania Estate Recovery because they want to protect assets and avoid the costly financial […]
Pennsylvania Medicaid Gifting VS. IRS Gifting
The most common non-VA benefit question I’m asked concerns the difference between Pennsylvania Medicaid gifting and IRS gifting. Usually, the person asking the question is the child of a parent who is in their 80’s. This parent frequently is not in good health. Mom or Dad may have just moved into an assisted living facility […]
Pennsylvania Durable Power Of Attorney
A Pennsylvania durable power of attorney is a fundamental document in any estate plan. Along with a will and a healthcare power of attorney/ living will, a Pennsylvania durable power of attorney make up the “protective documents” that many Pennsylvania residents rely upon to provide safety, security, and peace of mind. In this article we will […]
Pennsylvania Inheritance Tax
The Pennsylvania Inheritance Tax is the official name for the tax many people know as the ‘death tax’. If you die as a Pennsylvania resident, the state will apply a tax to most of the property you pass to your beneficiaries. There are exceptions to the Pennsylvania inheritance tax, but your beneficiaries can expect to […]