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Asset Protection

Jun 23, 2020

Special Needs Spotlight Webinar Series: When and How to Use an ABLE Account

The law firm Norris McLaughlin, P.A., is pleased to present the Special Needs Spotlight Webinar Series. In the third session, “When and How to Use an ABLE Account,” Shana Siegel, a Member of the firm and Chair of its Elder Care & Special Needs Law Practice Group, was joined once again by Elizabeth McKenna, ChSNC™, CFP®, of Merrill Lynch Wealth ManagementRead More

May 18, 2020

How Can I Protect Myself From Financial Exploitation as I Age?

In our office, we think a lot about solo seniors – older adults who live alone and have no immediate family. Right now, we are working on an unfortunate case where multiple bad actors took advantage of a vulnerable woman, taking hundreds of thousands of dollars.» Read More

Apr 16, 2020

Impact of COVID-19 Stimulus Checks on Property Tax and Rent Rebates for Pennsylvania’s Older Adults and Residents With Disabilities

As part of the COVID-19 relief packages provided by the federal government, qualified United States citizens and resident aliens will be receiving an “Economic Impact Payment,” also being referred to as the “Stimulus Check.”

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Mar 16, 2020

Protect Your Spouse and Children by Updating Your Estate Plan

Imagine you get married and within a year or two, your new spouse passes away. Now, imagine that your grief is compounded with financial stress. That situation recently occurred for two of our clients. In both cases, the deceased spouse had not updated their estate plan and in both cases, this proved devastating for the surviving spouse.» Read More

Feb 27, 2020

What Is One Thing Your Clients Say They Wish They Knew Before Coming to See You? [VIDEO]

The Norris McLaughlin Elder Care & Special Needs Law Practice Group answers your questions. In this video, our geriatric social worker, Lori Kayne, addresses planning ahead for aging and what clients tell her they wish they knew before coming to an elder law attorney for help.» Read More

Feb 06, 2020

Tomorrow May Come Sooner Than You Think…

We recently had a new client come to see us regarding life care planning at the urging of her children. She was the primary caregiver for her husband who has advanced dementia and needs 24-hour care. She was in good health and felt she was managing well for the moment but was interested in beginning a discussion about what her options would be if his care needs increased or if something happened to her.» Read More

Jun 17, 2019

Will I Be Able to Delete My Dad’s Facebook Account or Access His Cellphone Photos After He Is Gone?

Last week I was in the airport returning from a visit with my father when I read a poignant New York Times article that describes a too-common scenario. Families find themselves facing the unexpected loss of a loved one and end up grappling with a mundane but important task – accessing the digital life of the deceased.» Read More

Feb 26, 2019

Solo Seniors

Last week I saw a new client who was seeking to be appointed as administrator of her friend’s estate, motivated by the fact that her friend had no family.  She had died unexpectedly and my client had called the police after trying repeatedly to reach her friend.» Read More

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