Archive for the estate planning 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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2019 Medicaid Reference Guide

  The 2019 Medicaid numbers are out and they again serve to underscore the need to be proactive with your asset protection planning. If you plan ahead to protect your assets and qualify for Medicaid, you will avoid the need to run around frantically wondering what to […]

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