Planning for People with Special Needs
You may wish to set aside money for a disabled relative or friend, but may be afraid to do so for fear of disqualifying that person from certain government benefits, such as Supplemental Security Income (SSI) or Medical Assistance (Medicaid.) …
Medicaid Application Process & Appeals
We will take the Medicaid application process off of your worry list and handle the paperwork. Our office will complete the Medicaid application and related forms, and work with the nursing home resident's spouse, children, or agent under power …
Drafting Wills and Trusts
Leave your estate to the loved ones who you wish to inherit, and put the right people in charge. Proper planning can go a long way toward avoiding family disputes. If you don’t have the right documents in place then your estate can pass to …
Financial and Healthcare Power of Attorney
A carefully drafted power of attorney document is as important as your will. Planning ahead for disability enables your children or another trusted person to act in your best interests should you become incapacitated. Power of attorney documents …
Medicaid Eligibility & Spousal Protections
Without proper planning, nursing home expenses can quickly erase a lifetime of savings. We can help both married and single nursing home residents. Federal and Pennsylvania laws set forth rules to prevent spousal impoverishment. At Gerhard & …
Estate Administration
We help executors and trustees avoid mistakes and potential liability when meeting their legal duties to beneficiaries and creditors. We’ll help you collect and value the assets, deal with creditors, prepare the tax returns, and facilitate …
