Moving to Pennsylvania for your permanent residence may require a new will. Each state has different requirements (notary, witnesses, etc.) and any will or codicil must meet those requirements for probation in the event of your death. Our office can review your current estate plan and provide the necessary guidance as to whether or not
Impersonation fraud is rampant, but there are ways to tell if the caller is legitimate or trying to scam you. Check this recent post from our Facebook page.
There are some strategic changes made to Social Security, recently passed by Congress and signed into law by the President. Because of constant changes, all of us at the firm attend Continuing Education Seminars regularly in order to keep informed of the current rules and processes regarding Social Security, IRAs, and pensions. See this recent
Talk with your elderly relatives about scams and fraud. Share examples with them. Make them aware that their banks and credit card companies won’t call and ask for information. Assure them that it is okay to hang up on calls that they are unsure of. See this recent post on our Facebook page.
Seniors and their families lose billions of dollars each year to fraudsters.