Estate Planning Mistakes To Avoid As You Reach Retirement
Reaching retirement is a great time to create or revise an estate plan, but there are certain pitfalls you should be aware of as you go about it. Let’s explore...
Reaching retirement is a great time to create or revise an estate plan, but there are certain pitfalls you should be aware of as you go about it. Let’s explore...
Written by – Richard (Ricky) P. Klingerman From online banking to social media, much of life today is managed digitally. While these accounts may not be tangible, they often carry significant...
As couples age, one spouse or partner may require nursing home care due to their health condition. Unfortunately, due to the steadily rising cost of nursing home care, couples can...
In the heart of Bloomsburg, Pennsylvania, Kreisher Marshall & Associates, LLC (KMA) stands as a beacon of trust, compassion, and legal excellence. With decades of combined experience, our firm is...
Many parents consider gifting their home to an adult child as a way to simplify estate planning or avoid probate. While this may seem like a thoughtful gesture, it can...
When you hear “estate planning,” you might think of only wealthy people or people as old as your grandparents needing them. However, if you’re a young parent, it probably already...
By: Richard Klingerman, Esq. Comprehensive estate planning is essential for safeguarding your financial affairs, personal wishes, and the well-being of your loved ones, both during your lifetime and after your...
Estate planning with a loved one who has special needs in mind is not generally a straightforward process. Standard estate planning strategies may not be enough to safeguard their future...
We receive many calls from people when their spouses pass away to set up appointments to probate their estate. However, probate is not always necessary. In most cases, assets are...
Procrastination is part of human nature. People naturally try to avoid activities that they find unpleasant. Many people find it easy to put off estate planning because they don’t want...
For many people, concern about their loved ones is what inspires estate planning efforts. They want to name a guardian for their children or ensure their spouse receives certain property...
Many people who are preparing for retirement decide to create estate plans. Those who already have estate planning paperwork may review and update their documents before retirement. People’s priorities and...
Discussions about powers of attorney often focus on the function of the document. Many people put together financial or medical powers of attorney that designate an agent to assume certain...
Many Pennsylvania residents name one of their children as the executor of their wills. If one or both of your parents have designated you as their executor, you will deal...
Items in your estate such as a Pennsylvania home, a car, or funds in a bank account will need to be accounted for after your death. You can do this...
Although Pennsylvania estate plan advisers advise the creation of a durable power of attorney for your finances during your later years, is the same document viable for a young adult...
Probate is a legal process in Pennsylvania that most people try to avoid. Although it helps, it may be unnecessary, given the numerous other ways to distribute assets to your...
It’s an honor for someone in Pennsylvania to entrust you to carry out their wishes and care for their loved ones and estate. But, dealing with taxes, creditors, squabbling family...
No one knows what the future holds. That is why it is important to have an estate plan in place – to ensure that your loved ones will be taken...
It’s never too early for Pennsylvania residents to begin planning their estate. However, whether you’re a novice at it or a pro, it’s important not to overlook certain parts of...
As you get older, you will need to think about planning your estate. This is an issue that needs to be tackled while you still have the power to plan...
Blended families can bring a sense of joy and belonging in the home. However, stepparents and biological parents have to make sure there is a plan in place to take...
The first step of the probate process is establishing that the testator’s last will and testament is authentic and valid. In many states, wills are only valid when they are...
One of the biggest mistakes a person can make is not having an estate plan. Without a will, trust or other plan documents, there is no way to know for...
When people in Pennsylvania talk about power of attorney, they’re typically talking about older adults. However, you don’t have to be elderly to have a medical emergency. If you’re a...
When you are a parent of a special needs child, you want to care for them in the best way possible. As part of that, you need to think about...
This short fiction explores a common situation many Central Pennsylvania families face. If you’re in need of elder care assistance, please don’t hesitate to contact the Certified Elder Law Attorneys at Kreisher...
The following short fiction explores a situation that more Pennsylvania families will be facing as the online world expands. If you have questions, please speak to our certified elder law attorneys....
Today’s legal advice is brought to you by the letter “R,” as in REDUCE your income tax by setting up a charitable trust. What is a charitable trust, you may...
Last week, we met Charles, a fictional insurance company employee who has a group life policy that, unfortunately, won’t be giving his family the coverage they need. Here’s why. While...
The following fictional story explores a common insurance situation that many families may face upon the death of a loved one. Charles is 65 years old. Though he doesn’t know...
In the autumn years of one’s life, a pet can become more than just a pet. She is a constant comfort, a loyal companion, and a mighty warrior. Your little...
Anyone who has gone through the process of a divorce knows how overwhelming the experience can be. There are tons of things to consider and everything seems to be a priority. What...
A topic we get asked about more and more frequently is living wills. People want to know what a living will is, and whether they need one or not. The answer...
Dividing your assets between your children can be a stressful ordeal. Many parents want to be fair to everyone, which they equate with an even split of all assets. But...
Scammers are always looking for ways to take advantage of unsuspecting victims, and seniors are often the targets of their schemes. You need to be on constant alert to avoid...
For most of us, the thought of giving up our decision-making power to someone else is not an appealing one. Sometimes, though, it is necessary to appoint a person to...
As we get older, it is only natural to want to protect our property and other assets; to ensure that they go to loved ones and family rather than being...
A life care plan is a comprehensive plan that helps families understand how to best care for a loved one in the event of illness or old age. Life care...
Estate planning doesn’t have to be complicated and isn’t only limited to people with a high net worth. Everyone should have an estate plan. It allows others to carry out...
How Does a Will Work? A will is a legally enforceable document that outlines how your estate will be handled following your death. In your will, you may dictate which individuals stand...
Most Pennsylvanians know that a will is a document that leaves instructions to be followed after its writer (known as the “testator”) dies. The will typically explains who should receive...
Estimates say that nearly 60% of Americans don’t have a will. Even though we see commercials on television for companies that can help you put together a will, most people...
If you’re welcoming your firstborn or adding a new sibling to the family, the birth, or adoption of a child is a key time to consider updating your estate plan....
Estate planning is an important step for every adult – but not all Columbia and Montour Counties adults have yet contacted a Pennsylvania estate planning attorney who can help. Here are the...
With the rise of digital record keeping, estate planners have been keeping track of electronic records as well as paper ones. Very few families can simply point to a filing...
Many families who seek the help of a Columbia County and Montour County Pennsylvania estate planning lawyer do so having never worked with an attorney before. As a result, they often feel...