Archive for the Asset Protection Category

Four Of The Most Common Mistakes Made With Financial Account Beneficiary Designation Forms

We are dedicated to making sure that all of your estate planning goals are achieved.  Signing a new last will and sticking it in the filing cabinet is not enough.  You must immediately check the beneficiary designations you have placed on all financial accounts including, but not […]

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Is Your Will Still Valid When You Move To Pennsylvania?

There are many changes you must make when you move to a new state.  You have to update your driver’s license, voter registration and, yes, you have to update your last will and testament. While your will should still technically be valid when you move to Pennsylvania, […]

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PENNSYLVANIA HAS A NEW MEDICAID PROGRAM FOR IN HOME CARE. Learn more about “The Pennsylvania Community HealthChoices (CHC) Program.”

Clients frequently come to our office to ask questions about the financial options available to them as they plan for their own, or a loved one’s, long term nursing care.  There is often an internal conflict as individuals debate the pluses and minuses associated with a possible […]

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