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Getting Ready to Send a Kid Off to College? Don’t Forget to Pack a Power of Attorney!

Congratulations!  Your child has achieved a major milestone and you are a very big reason for their success.  This is an exciting time full of so many new experiences and opportunities!  You are likely starting to tackle the long “to-do” list of items to acquire and pack in preparation for move-in day.  While it’s probably not something they asked for, one of the best graduation gifts you can give your child is Read More

Estate Planning With Special Needs Children

While privacy laws give parents access to their minor child’s medical information, they create a problem for those raising children who will need assistance past the age of 18. Although an eighteen-year-old is presumed to be able to make their own decisions, this isn’t true for children with challenges that prevent them from understanding their options, or communicating what they want. To avoid losing the ability to Read More

Can You Have Too Much Money in Your Retirement Accounts?

You might be thinking: What do you mean, too much money in my account? How is that possible? You were likely told to save as much money as possible with your IRA and maximize 401(k) contributions, which is very common advice. If you followed that advice, however, you may end up with too much money accumulated in these accounts.  What’s the Problem? When you’ve finally achieved retirement, and are ready to begin Read More

You Should Consider Power of Attorney for Your Child

Your child’s 18th birthday is an exciting, but nerve-wracking event. They now have full control over their finances and medical decisions, which understandably stresses some parents. You no longer have access to their medical records, or the ability to make important medical decisions for them. While you may be concerned, some options will allow you to retain the ability to make medical or financial decisions on Read More

Guardianship Versus Power of Attorney – Which do I Need?

When family members become disabled, someone needs to have official, legal authority to take care of their finances, make medical decisions, and generally step into their shoes. There are two legal ways this can be set up. One way is done in advance, while the other can’t be done unless they’re disabled. Advance Planning With a Power of Attorney Power of attorney is a legal document signed by someone who is not Read More

Why Can’t I Just Put Beneficiaries on Everything?

When looking at your assets, it is often a good idea to name someone as a beneficiary so that they will become the full owner of something upon your death. One common example of this is to have your spouse listed as a beneficiary on certain financial accounts so that they have immediate access to the money. This leads many people to wonder why things like a Will or Trust is even necessary. Why not just list specific Read More

2021 is Almost Over, and We’re Excited for 2022!

  If 2020 felt like a freefall or drop tower ride, then 2021 was most certainly a classical roller coaster of a year. The highs and lows, of course, all stemmed from COVID-19 and the race for vaccines and treatment. Not one person has been unaffected by the pandemic, and the team at HighPoint Law Offices is no exception.  Having opened in 2000, our firm has stood the test of time. By no means, however, is our team Read More

What is Our Unique ACE Client Care™ Program and What Is It For?

Would you agree that one thing we know about the future is that some things will change? New family members, new tax laws, investment changes, our health getting better or worse, just to name a few. And of course, our homes and our automobiles need regular maintenance. When a pilot plans a flight, he makes sure to note the “waypoints,” which are exact locations where the aircraft should be at specific times. Read More

Estate Planning for Pennsylvania Grandparents

Simply put, the main purpose of estate planning is to pass on as much of your wealth to your heirs as possible. The vast majority of estate planners have grandchildren they love deeply. Planning for grandchildren is different than planning for children, though. Many grandchildren are still minors or just became adults when their grandparents start getting serious about estate planning.  Some grandparents do Read More

How Should Pennsylvanians Handle Inherited IRAs?

Individual Retirement Accounts (sometimes referred to as Individual Retirement Arrangements) provide a tax-advantaged retirement savings method. Principals may hold a variety of investments in IRAs. Depending on the type of IRA you have, you may either deduct contributions on your income tax returns or avoid paying taxes on distributions.  There are certain trade-offs for the advantageous tax treatment, Read More