Identifying and Dealing With Financial Abuse of the Elderly It is not uncommon for the elderly to become victims of financial abuse. They may be losing — or already have lost — some of their cognitive ability, and their judgment may be clouded. The perpetrator can be […]
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Dealing with a Deceased Loved One’s Debt Collectors It is not uncommon for someone to pass away owing debts to credit card companies, mortgage companies or other individuals. That being said, no one wants to deal with these issues after the death of a family member. Everyone […]
Read more →Using PA UTMA Accounts for Gifts to Grandchildren: We frequently have clients asking about ways they can make gifts to grandchildren. For large gifts (ie. hundreds of thousands of dollars), we will almost most often use some form of irrevocable trust to aid in the proper protection […]
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