Mental Health and Incapacity

Having mental health issues does not automatically mean the person is disabled. What’s more, there are many types of disability. A common example is when we are asked to do planning (such as updating their Will or Power of Attorney) for a someone who appears to have limitations. We use a set of standard questions and observations to determine capacity, and of course a letter from their doctor carries a great deal of Read More

Estate Planning Tools For Your Special-Needs Family Members

April is World Autism Acceptance Month, and also happens to be tax month. There is no better time to take a look at how you can utilize estate planning to maximize the inheritance for your beneficiaries while minimizing tax liability. There are many estate planning tools available to provide necessary assistance for special-needs family members, who may or may not be able to work or live alone. This article will Read More

Planning With Purpose: Making your estate plan more valuable for your loved ones

Check out our most recent article featured in the April/May 2023 issue of the Bucks County Women's Journal. Read More

The “Nest Egg” Trust: Is It Right For You?

As a firm that works diligently to provide the best possible options for estate and elder-care planning, we often get a lot of familiar questions. Although each individual and family has a unique way to get there, each family desires the same thing: financial security and an estate plan that benefits and protects the people who matter most. Our firm has developed some amazing proprietary methods to make sure that you Read More

Get “The Best Of Both Worlds” for Blended Families

One of the most loving things you can do for your family this Valentine's season is to make an estate plan that will show them just how much you’re thinking of them. For blended families, it’s especially important that your plan be very clear. Simply relying on your people to “do the right thing” isn’t enough because people have different interpretations of what the “right thing” is. For example, what if my husband Read More

Why ACE Client Care™ Makes Your Estate Plan More Valuable

A Very Happy New Year to our blog readers! Everything in our lives needs maintenance. For your car, you wouldn’t skip an oil change or a tire rotation, and your estate plan isn’t any different. Our ACE Client Care™ program, a unique benefit not available in most estate planning firms, makes it easy to keep your estate plan up to date, ensuring it stays relevant as circumstances change. Whether it’s being informed Read More

How to Protect Your Estate Plan from Challenges

One of the main reasons that you want to have an estate plan in place is to ensure that your final wishes are carried out properly when the time comes. While in most cases, your friends and family members will want to make sure that they do what you desired with your estate, that is not always the case. If someone feels that your estate plan was unfair or unjust for some reason, they can challenge it in Read More

Tips to Deal With Inflation

As of the writing of this blog post, inflation rates are over 8% per year, on average. The following tips will help you to effectively protect your estate from inflation so it will be there for you when you need it, and for your loved ones when you are gone. Consider a “Self-Directed” IRA Your retirement plan is not limited to investments in mutual funds or the stock market. We’ve helped many clients use their IRA Read More

Providing for Your Pet With a Trust

We all want the best for our furry friends, and the best way to ensure that they’ll be well taken care of is with a pet trust. Believe it or not, you can set up a trust specifically to provide for your pets - and you’ll likely be surprised how much you’re able to specify for the care of your favorite animals. And “pets” includes more than dogs or cats: they can be birds fish, horses, almost anything else. How Does a Read More

ACE Client Care™ Is Here to Keep Your Estate Planning On Track and Relevant!

ACE Client Care is a unique benefit for our clients - and to the best of our knowledge, no other estate firm in the area has anything like it. Just as your financial plan needs to be adjusted from time to time, your estate plan will needs to stay on course as well.  When your airline flies you somewhere, your pilots, every so often, reach a certain spot on the map called a “waypoint.” Their flight plan indicates the Read More