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Frequently Asked Questions

Q: What is guardianship/incapacity law?

A: When a person is incapacitated, they cannot manage their own financial or health matters. In order for other persons to be able to act for you, only a court-appointed guardian or a designated agent identified in a written durable power of attorney may act for you.

Q: What happens if I do not have a power of attorney in place?

A: If you do not have in place written durable powers of attorney designating an agent, an application to a court for a guardian appointment is the only other option. Court guardianship proceedings take time and cause delay, are expensive, and the court has the right to choose a guardian who may not be someone you would choose.

Q: What are the benefits of durable powers of attorney?Goes Here

A: Using written durable powers of attorney, you have the right to designate those persons you would rely on to manage your affairs during your period of disability, and they may act immediately without delay.

Powers of Attorney

Q: What is powers of attorney?

A: A power of attorney (POA) is a written authorization to represent or act on another’s behalf in private affairs, business, health, or some other legal matter. A Power of Attorney specifies the powers you give to your agent. The powers can be limited or broad. The person authorizing the other to act is called the principal, grantor, or donor of the power, and the person authorized to act is the agent.

Q: What are the requirements to establish a power of attorney?

A: Creating a durable power of attorney requires that you have the required legal and mental capacity to do so. If someone is already incapacitated, it is not possible for that person to execute a valid power. If a person does not have the capacity to execute a power of attorney (and does not already have a durable power in place), often the only way for another party to act on their behalf is to have a court impose a conservatorship or a guardianship.

Estate Administration

Q: What is estate administration?

A: Estate administration involves the probate of the decedent’s estate and typically includes three broad actions: asset collection, inventory, and appraisal; collecting and paying debts and taxes; distributing the remaining assets to beneficiaries.

Q: What are the responsibilities of a personal representative?

A: After being appointed, the personal representative is expected to document all of the decedent’s assets. This documentation is often referred to as the inventory. The personal representative must also inform the decedent’s creditors that the decedent has died.

Elder Law

Q: What is elder law?

A: In its broadest sense, elder law is the specialized field of law that addresses the diverse legal needs of aging baby boomers and their elderly parents.

Q: What legal areas does elder law include?

A: Elder law includes the following legal areas: Disability planning, including special needs planning; long-term care planning, including Medicaid planning and veterans benefits; estate planning; guardianship and conservatorship; estate settlement, including probate and trust administration; elder abuse, both personal and financial.

Inheritance Tax Returns

Q: How is inheritance tax imposed in Pennsylvania?

A: Pennsylvania Inheritance tax is imposed as a percentage of the value of a decedent’s estate transferred to beneficiaries by will, heirs by intestacy, and transferees by operation of law. The tax rate varies depending on the relationship of the heir to the decedent.

Q: When are inheritance tax payments due?

A: Inheritance tax payments are due upon the death of the decedent and become delinquent nine months after the individual’s death. If inheritance tax is paid within three months of the decedent’s death, a 5 percent discount is allowed.

Nursing Home Planning

Q: How can my family pay for nursing home care?

A: Private Pay is generally the first line of defense for healthcare expenses. People pay out of pocket for prescription drugs, co-payments, deductibles, additional services, and non-healthcare expenses (such as respite, housekeeping, care management, and companion services) not covered by insurance or other benefits.


 is a federal government-run health insurance program for those over age 65. It covers hospital and doctor expenses, as well as some preventive procedures.

Estate Planning

Q: What is estate planning?

A: Estate planning is the process of anticipating and arranging, during a person’s life, for the management and disposal of that person’s estate during the person’s life and at and after death, while minimizing gift, estate, generation-skipping transfer, and income tax. 

Estate planning includes planning of incapacity as well as a process of reducing or eliminating uncertainties over the administration of a probate and maximizing the value of the estate by reducing taxes and other expenses.

Q: What should my estate plan include?

A: The ultimate goal of estate planning can be determined by the specific goals of the client, and may be as simple or complex as the client’s needs dictate. Guardians are often designated for minor children and beneficiaries in incapacity.


Q: What is Probate Law?

A: Probate is the legal process where a will is submitted to a Register of Wills in the county of residence of the deceased, and accepted as a valid public document that is the true last will and testament of the deceased. The granting of probate is the first step in the legal process of administering the estate of a deceased person, resolving all claims, and distributing the deceased person’s property under a will.

Q: What is the role of a probate court?

A: A probate court decides challenges to the legal validity of a testator’s(person’s)will and has oversight of the administration of the estate.

Small Business Planning

Starting a business is an exciting proposition, but it’s also an incredibly challenging undertaking. The business structure you choose will have legal and tax implications.

Q: What is a sole proprietorship?

A: A sole proprietorship is the simplest and the most common structure chosen to start a business. It is an unincorporated business owned and run by one individual with no distinction between the business and you, the owner. You are entitled to all profits and are responsible for all your business’s debts, losses, and liabilities.

Q: What is a limited liability company?

A: limited liability company is a hybrid type of legal structure that provides the limited liability features of a corporation and the tax efficiencies and operational flexibility of a partnership.

Special Needs and Medicaid

Q: What is the purpose of a special needs trust?

A: Chances are there is or will be someone in your family (child, grandchild, nephew, niece, parent, grandparent) who will need long-term help managing personal care and/or finances. A special needs trust supplements government benefits like Medicaid.

Q: How is a special needs trust established?

A: Careful planning is necessary to craft a plan that will supplement government benefits that are worth preserving, is flexible enough to adjust to changes in future benefits, will preserve and expand assets, will make sure this person receives proper care, and may even save taxes. 

For a special needs trust, the proper funding, implementation, and periodic review are especially critical because they may have to last a lifetime and often cannot be replaced. Once the plan is in place, it will need to be managed.

Real Estate

Q: How do real estate transactions differ from other contracts?

A: Real estate transactions, unlike other contracts, not involving an offer to purchase or lease real property, are required to be in writing. Real property transfers or leases for more than a year must be written to be enforceable.

Q: What elements are included in a real estate contract?

A: Every state’s real estate law governing home sales requires purchase contracts and other real estate contract forms, such as easements, leases for rental property for longer than a year, or seller’s disclosure statement, to be in writing to be enforceable. 

Lot or land purchase contracts are subject to the Statute of Frauds, which requires written real estate contract forms in home sales and other land contract situations.

Wills and Trusts

Q: What is a Will?

A: A last will and testament is a legal document that lets you, the testator(the person making the will), designate individuals or charities to receive your property and possessions when you pass away. Generally speaking, your will affects only those assets that are titled in your name at your death and for which there is no designated beneficiary.

Q: What is a trust?

A: A trust is traditionally used for minimizing estate taxes and can offer other benefits as part of a well-crafted estate plan. A trust is a fiduciary arrangement that allows a third party, or trustee, to hold assets on behalf of a beneficiary or beneficiaries. Trusts can be arranged in many ways and can specify exactly how and when the assets pass to the beneficiaries. Under a will, you can establish a trust and name a guardian to care for minor children.

For more information about the services I offer and how I can help you, contact me today at 215-886-3588 ext. 114. I look forward to providing the guidance you need to make the best possible decisions in your case.


Phone: 215-886-3588 ext. 114
Fax: 215-884-9025


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The information on this website is for general information purposes only. Nothing on this site should be taken as legal advice for any individual case or situation. This information is not intended to create, and receipt or viewing does not constitute, an attorney-client relationship.