What Is Pennsylvania Doing to Protect Seniors?

Posted on August 9, 2021 by shieldsandboris

Legislation introduced by Rep. Kate Klunk, R-Hanover, to combat elder abused was approved by the Senate late last month and later signed by the governor.

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How to Prepare for Higher Taxes

Posted on August 6, 2021 by shieldsandboris

President Biden’s proposal to eliminate the step-up for calculating inheritance taxes targets a tactic that has long been a wealth-preservation tool. What are some of the ramifications of the proposal and what, after political wrangling, could be the tax implications for large inherited assets?

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What Should I Know about Medicaid and VA Pensions?

Posted on August 5, 2021 by shieldsandboris

Planning for long-term care can be an intimidating process, especially when it comes to decoding the specifics of resources, like Medicaid and Veterans Pensions. Working with the help of an experienced elder law planning attorney allows people to prepare for the future and save time, money and stress.

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Why Would I Need a Will or a Trust?

Posted on August 4, 2021 by shieldsandboris

Should I terminate these trusts and just have my children as beneficiaries of my investment accounts and life insurance?

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