- Reasons to have the three most common life planning documents (a Living Will for medical decisions, a Power of Attorney for financial decisions, and a Will).
- When a fourth document, called a Living Trust, might be useful.
- The tax implications of death.
Presented by Howard Soloman from Soloman Law. Howard is a solo practitioner with a law office in Center City Philadelphia. He graduated magna cum laude from Temple University School of Law and earned a Master of Laws Degree in Taxation from the Georgetown University Law Center. He served as an Honors Program Attorney with the United States Department of Justice, Tax Division from 1986 to 1991. He worked for a small firm in Philadelphia for fifteen years before going out on his own in 2006. Howard currently practices in the areas of taxation, estate planning, eldercare, long term care planning, estate administration, and small business planning.
This program is a PA Forward Program with a focus on Information and Financial Literacy.