Educational articles on estate planning for you and your family

Attorney James J. Ruggiero, Jr. has written and compiled educational resources on estate planning and Medicaid planning in Pennsylvania.


Understanding the Legal and Financial Impact of Alzheimer's

Beneficiary Controlled Trust Article 2015

Changes to PA Power of Attorney Law (Act 95)

Medicaid Planning: Not Just for the Medicaid-Eligible Spouse

Medicaid Planning: Not Just for the Medicaid-Eligible Spouse - Part II

Caregiver Agreements: Making the Pathway of Caregiving a Two-Way Street
Family caregivers provide valuable care out of love and often necessity but the role of caregiver is an extremely demanding job.

What is the value of your Art or Collectibles? $100M, $500M, $1.5M?
Many of us seek professional advice when it comes to planning for the distribution of our real property, stocks, and savings upon our death. However, due to a number of emotional reasons, we often fail to plan for how our most precious possessions, works of art, antiques, or other valuables, will be handed down.

Are You Having A Bad Heir Day?
Life’s ups and downs, and the estate tax law changes, present the opportunity to protect your legacy.

Are You Playing with a Full House?
Estate planning can be like a poker game; one bad hand and you’re liable to lose the game. Your strategy needs to involve trusts.

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