Here’s at Least One Thing That We Have in Common with The One-Percenters

I was fascinated by a recent New York Times article that talked about the one thing that common folk and millionaires alike agree on:  they don't want to talk about death or inheritance.  What was particularly stunning to me was that most of the people in this survey had already gone to the trouble of creating a will, yet most agreed that they were not likely to talk to their kids about it! Read More

David Siegel to speak on Special Needs Planning at the CGRC Fall Fest October 5th

Interested in Special Needs Planning, or know someone who might be?  Then consider coming out to the Child Guidance Resource Center's Fall Festival on Sunday, October 5th where HLO Attorney David Siegle will be discussing critical planning initiatives for parents of special needs children.  Discover: How you can protect your special needs child into adulthood,, even if you become incapacitatedWho Read More

Self-Settled or Third-Party Special Needs Trusts, which is Best for Me?

Special Needs Trusts are designed to provide additional financial support to a person with a mental or physical disability. There are three basic categories of special needs trusts: Self-Settled, Pooled, or Third Party special needs trusts. This article will explore the features of self-settled and third-party trusts; which comprise the majority of special needs trusts drafted today. Pooled trusts are not commonly Read More


There’s a story that estate planners have been telling clients for years about the need for people to have at least the basic documents (a will) of an estate plan prepared, just in case. Here’s how it goes… James Dean was an actor in the 1950’s. He starred in movie classics such as Rebel without a Cause, Giant, and East of Eden. James was raised by his aunt and uncle after he was abandoned by his Read More


August is here. That means the summer is winding down, fall is in the air, and children all over the country are starting to head off to college. They have packed up all the things they will need when they are away at school. As parents, you’ve doubled checked to make sure they haven’t forgotten anything important. But are you forgetting something? Probably. When we send our kids off to college we worry that they Read More


Pets are more than furry companions; they are part of the family. And just like other family members, more and more Americans are looking for ways to care for their pets after they pass away. According to the American Veterinary Medical Association, there are 70 million pet dogs and 74 million pet cats in America. Should we have to abandon or put down our pets just because we pass away, or should we just assume that Read More

Thank you to all Lehigh Valley ACE Advantage™ members who were able to join us for the Annual Client Meeting!

Thank you all Lehigh Valley ACE Advantage™ members for joining us at our Annual Client Meeting.  In addition to a delicious dinner at Shula's Steak House, ACE members Millie Xu and her daughter, Jenny Bai treated us to a fascinating presentation about Millie's remarkable life story, and how events in her life culminated in the creation of the Live Wright Society.  We were particularly impressed with Live Wright's Read More

Discuss Your Social Security Options With An Estate Planning Attorney

For many older clients in Bucks and Montgomery Counties, Social Security benefits represent a very large portion of their post-retirement income.  Because of the way that the system has changed since it was originated in 1935, it is extremely complex.  Literally, hundreds of amendments have been made in the nearly 80 years since the Social Security Act.  It just may take an experienced lawyer to wade through the Read More

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