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Cranberry Township
New Castle
Pittsburgh
Somerset
Wexford
Warrendale
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nest egg
Articles
September 14, 2023
A Few Things I Believe
education-first
Estate Planning
medicare doesn't pay
nest egg
nursing home costs
Red Wagon Club
Retirement
social worker
trusts
we want a relationship with our clients
webinars
workshops
you are not a transaction
One of the things I believe about estate planning is that you are not a transaction. You may wonder what...
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August 25, 2023
I Want That Trust!
asset protection trust
Beneficiary
don't go broke
education first law firm
Grantor
Irrevocable Trust
long term care costs
medicaid eligibility
medicaid regulations
nest egg
Nursing Home
three secrets workshops
Trustee
Recently I hosted one of our Three Secrets Workshops, where I explain how you can protect your legacy. We were...
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June 28, 2023
Pittsburghers and Their Homes
asset protection
Dementia
Estate Planning
leave a legacy
long term care costs
medicare
middle-class pittsburghers
nest egg
nursing homes
Three Secrets Estate Planning Workshops
I recently read an article in the Post Gazette with the headline “Pittsburgh tops the list of metro areas where...
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May 21, 2023
The Yellowstone TV Show
3 Secrets Workshop
401K
asset protection trust
government rulebook
health care system
income tax
IRA
long term care costs
medicare
middle-class americans
nest egg
Retirement
seniors are going broke
Stretch IRA
The Secure Act
Yellowstone ranch
The reason I decided to focus on the TV show Yellowstone, is because I see some similarities in the show,...
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January 20, 2023
The Four Criteria for a Successful Estate Plan
build a relationship
creditors
death
decision-makers
Disability
divorce
education
Estate Plan
estate planning attorney
estate planning workshops
Executor
Inheritance
law suits
Long term care expenses
membership program
nest egg
Power of Attorney
protect your resources
retiree
Retirement
support
Taxes
Trustee
trusts
Wills
In January, there is an increase in calls to our office, with people wanting to do estate planning. They recognize...
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January 10, 2023
New Years’ Message from Tim
a time of reflection
Disability
education is key
Elder Law
Estate Planning
free education
in-person workshops
Inheritance
Long Term Care
Medicaid
nest egg
nursing homes
update your estate plan
With it being the start of a new year, it is a time when we hit the reset button and...
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September 23, 2022
10 Questions We Can Answer About Putting Your...
assets
avoid probate
frequently asked questions
Inheritance
nest egg
protect assets
Retirement
trusts
For many middle-class families, the biggest asset owned is often a home or retirement account. If you’ve reached retirement years,...
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