Entries by Karen Ulmer

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Prepare for Adoption

If contemplating an adoption you can start the process by gathering the necessary paperwork that must be submitted to the court along with adoption petition. Exactly which documents you will need to include depend on what type of adoption you are seeking. All interested parties must be advised of the availability of ACT 101 and […]

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Power of Attorney

A power of attorney is a legal document that give another individual authority to handle your financial affairs. A power of attorney can be durable, meaning that it is effective immediately upon signing, or springing, meaning that it does not become effective until the party who executed the power of attorney becomes incapacitated. In the […]

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Post-Adoption Contact

It is possible to keep in touch with your child subsequent to the termination of your parental rights and their adoption if all parties to the action, i.e. natural parents/relatives and adoptive parents, mutually agree. Act 101, which became law in 2010, authorizes post-adoption contact by agreement of all the parties. Specifically, a birth relative […]

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Name Change

To effectuate a legal name change, you will need to file a petition with your local civil court. A filing fee is due to the county at the time of filing as well as copies of your fingerprints which can be obtained at your local police department. A hearing on your request for name change […]

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Medicaid Planning

Medicaid is a need-based health care program that many older adults end up utilizing in the event of long-term care due to the expenses involved. Since Medicaid is need-based, there are limits on the amount of income and assets a party can have. An individual should plan ahead to make sure any countable assets and […]

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Living Will/Healthcare Directive

A living will or health care directive is a legal document concerning your intentions for medical care in the event you are incapacitated and unable to convey your wishes. The agent(s) you name would be responsible to make sure your wishes are carried out. It is a good idea to make sure your regular physicians […]

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Last Will and Testament

Your will is a legal document that directs what should happen to your belongings at the time of your death. A will can generally be changed during your lifetime. A new will can be drafted if there are substantial changes to your wishes. A codicil can be used to supplement your initial will if you […]

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Joint Property

It is necessary to disclose joint property owned in part by the decedent at the time of his death. Often, joint accounts will provide for the surviving account owner to retain the account, however, these accounts must still be disclosed for purposes of assessing any applicable inheritance tax. Pennsylvania assesses an inheritance tax of 4.5% […]