Archive for the Uncategorized Category

The Importance Of An Estate Planning Questionnaire

What Information Should You Provide To Your Estate Attorney?  You can obtain a copy of our very effective Estate Planning Questionnaire & Diagnostic Form by calling 610-933-8069.  Mention this article and we will send it out to you at no charge! Before meeting with an attorney to […]

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PA Inheritance Tax Primer – No Changes For 2017

2017 PA Inheritance Tax rates are unchanged.  Pennsylvania imposes an inheritance tax on a decedent’s taxable estate.  The tax applies to every dollar of the estate in excess of expenses and debts.  There is no exemption nor is there an exclusion under which no tax will apply.  […]

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Personal Liability Risks: Nursing Home Admission Agreement

Read The Care Facility Admission Agreement Before You Sign. A recent court decision, in the case outlined below, prompted me to write this article.  The case highlights just how important it is for children and Agents under power of attorney documents to read everything they sign on […]

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