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Cornerstone Documents For A Strong Estate Plan

Many people believe that their estate planning is finished when they have prepared and signed a Last Will.   There are several documents including, but not limited to, powers of attorney, revocable trusts, irrevocable trusts and medical directives that are likely necessary to establish the cornerstone of a […]

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Assets Not Available For Pennsylvania Estate Recovery

As previously discussed, Pennsylvania has an estate recovery program that allows the Department of Public Welfare (DPW) to seek repayment from the probate estates of decedents who had been cared for through medical assistance (also referred to as Medicaid).  Because Pennsylvania only has the ability to reach […]

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Qualify For Medicaid Sooner by Making a Mortgage Loan to Your Child.

I frequently have clients, at different stages in the lending process, come to me to deal with loans to their children.  Some clients come to me before they make a loan to a child and others come to me after they have made a loan.  Many times, […]

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