Estate Planning & Taxation

Blog Posts - Estate planning & taxation

What is a Medicaid Lien?

When an individual receives benefits through Medicaid, a Medicaid lien may be placed on their home at some point if they still own a primary residence. While the home is exempt when it comes to their ability to qualify, it can be subject to a lien upon their death. Medicaid...

Differences between SSI and SSDI

Both Supplemental Security Income (SSI) and Social Security Disability Income (SSDI) can help those with disabilities support themselves and their families, cover the cost of living and the necessities of life, and pay medical expenses, but they are distinct government programs. Understanding how SSI and SSDI differ from one another...

How Do I Avoid Estate Taxes?

We all hope to be able to provide our children with a nest egg when we die. While building wealth is at the forefront of many people’s minds, it does come at a cost. While the Commonwealth does not have a separate estate tax for residents, decedents who have large...

October 17, 2022 – October 23, 2022 is National Estate Planning Awareness Week

HARRISBURG, PENNSYLVANIA – More than half of Americans, an estimated 56%, do not have an estate plan in place, making estate planning a critically overlooked component of financial wellness. This creates hardship, financial or otherwise, that can be diminished by advanced planning. National Estate Planning Awareness Week (H. Res. 1499)...