Archive for the Uncategorized Category

How to Deal With Decedent’s Estate Creditors

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 […]

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Using UTMA Accounts in Pennsylvania for Gifts to Grandchildren

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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Updated Medicaid Asset Rules For Community Spouse

Medicaid Protections for the Healthy Spouse Medicaid law provides special protections for the spouse of a Medicaid applicant to make sure the spouse has the minimum support needed to continue to live in the community while their husband or wife is receiving long-term care benefits, usually in […]

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