On behalf of Stewart, McArdle, Sorice, Whalen, Farrell, Finoli & Cavanaugh, LLC | Sep 4, 2020 | Estate Planning
A special needs trust can provide instructions in caring for your disabled child’s legal, medical and financial requirements. Whether your beneficiary is a minor or an adult, his or her particular needs determine which elements you need to include. In the event...
On behalf of Stewart, McArdle, Sorice, Whalen, Farrell, Finoli & Cavanaugh, LLC | Aug 7, 2020 | Estate Planning
When you think about estate planning, you might think primarily about wills and trusts that distribute your property and provide for the needs of your loved ones after you pass away. Though you are right to concern yourself with the needs of your family following your...
On behalf of Stewart, McArdle, Sorice, Whalen, Farrell, Finoli & Cavanaugh, LLC | Jul 6, 2020 | Estate Planning
When it comes to drafting a will, knowing that your assets and loved ones will be taken care of can bring you significant peace of mind. And while there are many viable reasons for drafting a will, there are other means of protecting your assets and properties as...
On behalf of Stewart, McArdle, Sorice, Whalen, Farrell, Finoli & Cavanaugh, LLC | Jun 30, 2020 | Estate Planning
Many people decide to give their spouses large roles in their estate plans, and with good reason. A marriage requires a strong degree of trust, so you may trust your spouse more than others when it comes to making decisions about your health, wealth and other affairs....
On behalf of Stewart, McArdle, Sorice, Whalen, Farrell, Finoli & Cavanaugh, LLC | Apr 23, 2020 | Estate Planning
We may call it elder law, but it is prudent for anyone to consider planning their estate at any age. For elders, this precaution is particularly important. Preparing their estate can make their golden years brighter and less stressful. In today’s particular...
On behalf of Stewart, McArdle, Sorice, Whalen, Farrell, Finoli & Cavanaugh, LLC | Mar 17, 2020 | Estate Planning
If you are interested in supporting one or more charitable organizations, you will learn that there are many ways you can do this. You may opt to volunteer your time through services or consultation, or you may opt to provide financial support. The latter is something...
On behalf of Stewart, McArdle, Sorice, Whalen, Farrell, Finoli & Cavanaugh, LLC | Jan 9, 2020 | Estate Planning
A Pennsylvania family’s estate planning preparations may require careful consideration for an adult child with a physical or mental disability. When an individual relies upon public assistance programs such as Social Security Supplemental Income and Medicaid, an...
On behalf of Stewart, McArdle, Sorice, Whalen, Farrell, Finoli & Cavanaugh, LLC | Dec 30, 2019 | Estate Planning
In Pennsylvania, there are laws dictating what wills are and are not valid. In order for the state to consider your will valid, you must follow these laws. Today, we will take a look at what is valid and what is not within the state. There are some states which allow...
On behalf of Stewart, McArdle, Sorice, Whalen, Farrell, Finoli & Cavanaugh, LLC | Dec 3, 2019 | Estate Planning
As a middle-aged and healthy individual living in Pennsylvania, you may take for granted that, when it comes time to make decisions regarding the future of your health, you will be able to do so on your own. Yet, it is a genuine possibility that one day, you will...
On behalf of Stewart, McArdle, Sorice, Whalen, Farrell, Finoli & Cavanaugh, LLC | Oct 21, 2019 | Estate Planning
Your will details what you’d like done with your assets after you’re gone. This essential legal document must be updated from time to time to ensure it’s still relevant to your needs. Failure to update your will after significant life changes could...
