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, Read More

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 Read More

“My wife and I did an 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. But Read More

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.  Social Security Number.  The first step is to make sure your new Read More

VA Closing the Door on Benefits

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. For many, this Read More

The Most Important Thing You Can Do For 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 Read More

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. Awarning bell goes off in your head -something’s changed; Mom and Dad are slipping. So you start “dropping in” on them more often, and you realize Read More

Is your Estate Plan up to Date with Technology?

By Peter J. Gilbert, Esq. 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 Read More

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 Read More

Husband’s Will Leaves Second Wife Broke!

By Mark J. Manta, Esq. Benjamin’s second wife, Julia, was a decade younger than her sixty year old husband.  They had one son, Brad, who has Down’s syndrome. Before Julia, Ben was married to Sarah for twenty years and had two children, John and Mary, who were estranged from Ben and were now adults living on their own.  Ben and Sarah divorced ten years ago, but Ben had always hoped for a reconciliation Read More