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General Estate Planning

Monday, July 10, 2017

The Three Most Important Steps to take BEFORE sending your Kids off to College this Fall


By Peter J. Gilbert, Esq.

It's almost that time of year again when the kids are off to college. While we are all very excited for them, we are also concerned about the "what ifs".  You hear so many stories of tragedies on college campuses, from drinking binges to fraternity hazing, and we're all confident that will never happen to our kids.


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Wednesday, May 10, 2017

Who Will Care For Your Pet If Something Happens To You?


By Peter J. Gilbert, Esq.

Many people own and care for animals, but to be honest, it’s pretty common for people to overlook the need to plan for them after their death. It’s not surprising that more and more people are recognizing that taking care of their pets is an integral part of their own estate plan. Most of the time, a person just assumes that their children or a friend, will take the pet into their home, but that may be an overly-optimistic plan.


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Tuesday, April 25, 2017

Plan for your Adult Special Needs Child and Your Retirement


We see clients every day that are thinking about retirement. But for parents of special needs children, the advancements in medical science that allow for greater longevity for those with special needs also creates a planning issue. Parents of special needs children need to think about long-term planning for their child as a part of their retirement planning.

In my experience, here are five things you should know when planning for a special needs child:

  1. Plan for two lifetimes: your retirement and your special needs child’s lifetime. You’re not just planning for your retirement.

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Monday, March 27, 2017

“My wife and I did and estate plan with a revocable living trust back in 2003, we’re good right?”


By Peter J. Gilbert, Esq.

I recently met with prospective clients who had moved to Bucks County from Georgia and they wanted to be sure their estate plan was still “good. You’d be surprised at how many people don’t have an estate plan at all, so I was happy to see they had something in place. For some, it’s because they think that only wealthy people or those with complex tax issues require estate planning.


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Tuesday, February 28, 2017

Add Tax Planning to the List of New Parent Tasks


The last thing most new parents are thinking about is taxes, but the addition of a new baby to your family has some nice tax perks, according to "The Most-Overlooked Tax Breaks for New Parents" from Kiplinger's. Read on to learn about the opportunities that can save on new parents on taxes, and those to avoid.


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Thursday, February 2, 2017

Meet our Newest Attorney, Jeffrey Baxter!

Jeffrey Baxter is the newest attorney to our Highpoint Law Team. Like the firm’s founding attorney, Peter J. Gilbert, the law is Jeff’s second career.  Prior to becoming an attorney, Jeff served in the U.S. Navy and was stationed at the Naval Air Development Center (NADC) in Warminster.  He also served in the Naval Reserves at NAS Willow Grove.

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Friday, January 13, 2017

VA Closing the Door on Benefits


By Peter J. Gilbert, Esq.

For several months, the VA has let it be known that it’s going to get much harder for Veterans to receive help with their long-term care expenses. For many years, this “Aid and Attendance” benefit has been a godsend to thousands of veterans and their spouses. With this VA help, they’re able to afford helpers coming to their home, going to Adult Day Care, or living in an Assisted Living facility.


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Tuesday, December 20, 2016

The Most Important Thing You Can Do For Your Aging Parents

Protect Your Aging Parents

How to Ensure Your Parents Don’t Lose Their Home, Bank Accounts, & Assets To Long Term Care Costs
A friend relayed a story that is one I hear all too often when it comes for caring for aging parents.

Her friend, I’ll call him Bob to protect his identity, has an aging father who is still living at home. Bob’s father has some dementia and some other ailments. He sometimes forgets to take his medicine and often forgets to feed himself. On good days Bob’s father is mostly okay by himself at night after he goes to bed, but he’s getting to where he really needs round-the-clock care.

Bob has three siblings and for the past three years they have been rotating taking care of their dad. Bob has shifts after work twice a week and during the day on Saturday. He also rotates some additional shifts. All the siblings have pitched in to pay for upkeep on the house and added things to make the house safer for their dad.

This is hard on Bob as he also has two small children and a wife at home. In fact, all of the siblings are growing wary and Bob’s father’s health is declining. Bob and his siblings know it’s past time to sell his father’s house and move him to a facility, but they aren’t sure how their dad will take it or which facility is right and they worry about whether or not their dad’s money will last.


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Monday, December 19, 2016

Mom and Dad Are Failing—What Do I Do Now?


by Peter J. Gilbert, Esq.

It starts when you’re home for the holidays. Mom and Dad are happy to see you and the family, but you sense something’s not right. Dad has lost a lot of weight; you find “snowdrifts” of unopened mail piled up on the kitchen table.


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Thursday, November 3, 2016

Is your Estate Plan up to Date with Technology?

One of the biggest complications in estate planning is that the law is forever catching up to technology. Obviously, for privacy concerns, access to the content of communications such as emails, text messages and social media accounts must be specifically given to an Executor or Power of Attorney Agent. These specific instructions should be placed in your will, trust, power of attorney or similar document. Does your Power of Attorney or Will or Trust mention access to digital access or on-line accounts?

There may come a time when someone needs lawful access to your online accounts and the current default (similar to laws of “intestacy,” when someone dies without an estate plan) is to follow a companies’ terms of services agreements. Some companies like Facebook, LinkedIn and Twitter have developed policies to deal with the accounts of deceased users, but many are still unaware of these policies.


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Monday, October 24, 2016

How to Plan for Long-Term Care Costs

By Peter J. Gilbert

At least seven out of ten Americans age 65 and over will need long-term care at some point. Most people simply underestimate the cost of long-term care, or they think that Medicaid will cover the costs. So what is your best defense against long-term care costs? Advance planning with professional help.

Medicaid won’t pay until almost all the assets of a person/couple are spent, so many people must pay for these costs out-of-pocket until they are nearly out of money; an unnecessary occurrence.


Read more . . .


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HighPoint Law Offices assists clients with Estate Planning, Probate and Estate Administration, Medicaid Planning and IRA Preservation in Chalfont, Pennsylvania and surrounding areas including Bucks, Montgomery, Philadelphia, Lehigh, Monroe and Northampton Counties.



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| Phone: 215-997-9773

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