Ken’s Posts on Estate Planning

Medicaid Planning – Saving a Legacy

Posted By: Ken Russell | September 6th, 2018

Medicaid Planning is, in part, an effort to preserve a financial legacy for children despite the fact that a parent is about to experience the potential devastating financial costs of growing old. The average cost of a nursing home in [ Read More ]

Slaying the Tax Dragon – Annuities

Posted By: Ken Russell | November 6th, 2017

By Courtney Zeuner & Ken Russell Tax expertise.  It is one of the most important areas that our clients rely upon us, especially as it relates to the Pennsylvania Inheritance Tax and the Federal Estate Tax.  We, of course, provide [ Read More ]

A Family Estate Plan – A Wonderful Resolution for the New Year!

Posted By: Ken Russell | January 15th, 2015

Finally, you have decided to tackle one of the most important family matters – your Estate Plan.  This blog will review the three basic estate planning documents: Advance Directive for Health Care Power of Attorney Will 

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