If you have a child with special needs, you may think a lot about how to take care of them. You may also worry about how to make sure they are well-looked after when you are no longer around. While this can feel like a complex issue, there are solutions. Here are a...
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Estate Planning
Attorney James Ruggiero Featured On Radio Show
Attorney James Ruggiero was a guest on the Lehigh Public Radio show "Your Financial Choices." The show, "Trusts 101," originally aired on June 8, on WDIY 88.1. The station is the NPR member for the Lehigh Valley of eastern Pennsylvania. Listen here.
5 important facts about Medicare Planning
If you qualify for Medicare, there are many aspects you need to know about it. You need to see what you are eligible for and how you receive your benefits. According to the Kaiser Family Foundation, there were 62 million Medicare beneficiaries in 2020. Whether you...
How can a Roth IRA conversion save you down the road?
As the new year dawns, you want to maximize your financial savings. If retirement looms, the actions you take now may pay off later. The government institutes maximum contributions for retirement savings, especially those that defer taxes. However, there is a way you...
Including digital assets in your estate plan
If you own digital assets, you need to include them when you plan your estate. You should also update an existing estate plan to cover digital property such as social media accounts, video and photo files, and domain names. Review these considerations when estate...
Does an irrevocable family trust belong in your estate plan?
From wills to advance directives, Pennsylvanians have many options for creating comprehensive estate plans. Which estate planning tools are right for you and your family may depend on the size of your estate, your tax burden and your personal goals. For many residents...
When should you update your will?
When you create a will, you outline your wishes for the division of your property after your death. You can also name a guardian for any of your minor children. Although creating a will is an important step, many people do not have one of these documents. According to...
How Medicaid planning helps secure your future
Planning for long-term care helps you and your family prepare for the expense of home care and preserves your assets for future generations. Creating a Medicaid plan enables you to pay for needed care without depleting your hard-earned savings. Cover long-term care...
Why trust and estate planning is worth the time and effort
Many Pennsylvania residents put off estate planning, and they often do so because they either feel it is something they might do later or because they think they do not have enough assets to make it worthwhile. However, there are strong arguments as to why you should...
Why do you need a lawyer after the death of a spouse or parent?
After a spouse or a parent passes, navigating the probate process can be extremely complicated. Even when someone has a will in place, there are many logistical issues and legal matters involved with administrating an estate. Getting legal counsel can help remove a...