​Samantha interviews Dr. Davis about capacity evaluations for older adults and the importance of conducting such evaluations. Franklin Neuropsychological Services 19 South Main Street Chambersburg, PA 17201 (223) 228-9701 Dr. Davis is a Clinical Neuropsychologist and a native of Chambersburg. He completed his doctoral degree in Clinical Psychology at the Philadelphia College of Osteopathic Medicine in 2008. Later, in 2014, he completed a two-year postdoctoral fellowship in Neuropsychology at the University of California, Davis Medical Center. He greatly appreciated the opportunity to train in their Alzheimer’s Disease Center, where he gained valuable experience evaluating different forms of dementia. Dr. Davis also served on active-duty status in the USAF for ten years with one deployment to Afghanistan. After leaving the service, he completed neuropsychological evaluations at a Veterans Administration Medical Center. Presently, however, Dr. Davis is happy to be back home and serving the local community in which he grew up. https://www.youtube.com/watch?v=k4waJoDuFG0​

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​William "Bill" McCann, Senior Transition Specialist with PenMar Senior Soluntions, LLC.
PenMar Senior Solutions, LLC is a company that specializes in buying homes in Franklin & Adams County "as-is" so you will never have to make a single repair, pay fees, or realtor commissions. They never ask you to make costly repairs or pay any fees. They cover all of the closing costs, and since they are not realtors so there are never any commissions to pay. During a recent interview with Bill, Samantha had asked Bill to give a little more detail as to what his business has to offer and time frame on which it takes to complete the home sell/buying process.

​The new Pennsylvania Trust Guide 5th Edition has been released! Ours truly, Samantha K. Wolfe has contributed information once again. Additionally, Samantha co-authored a book with eighteen other leading elder care attorneys from across the nation titled "Protect Your Legacy! What You Really Need to Know for the Second Half of Life". Samantha co-authored the 2016, 2017, 2018, 2020, 2021, and 2022 supplements to the Pennsylvania Trust Guide (Editions IV and V) published by George T. Bisel Company, Co., Inc. To order the 5th Edition of the PA Trust Guide visit https://bisel.com/products/pennsylvania-trust-guide
To learn more about The Law Offices of Samantha K. Wolfe, LLC visit our website at www.skwlawoffice.com.

Michael Lynch, certified financial planner at Lynch Investment Planning.
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During this interview, Samantha and Michael discuss the importance of having a certified financial planner. Michael gives tips on how to choose a financial advisor. Michael encourages clients to find an advisor that you trust and have confidence in since it will be an ongoing relationship. Michael encourages clients to ask the certified financial planner questions pertaining to their credentials. Samantha and Michael discuss how an attorney and financial advisor should collaborate during the estate planning process and the importance of beneficiary designations as part of the estate planning process. Michael also discusses how financial advisors get paid for the services they offer clients.​
 
Mike joined Lynch Investment Planning after spending over 7 years as an active-duty Army officer.  Mike held various positions in the Army, including Apache helicopter pilot, aviation company commander, human resources director, and recruiting commander.  Throughout all of these roles, Mike was a leader of hundreds of soldiers and spent countless hours counseling them and their families through personal and financial decision points.  He chose to enter the financial planning profession to continue to serve families and their financial needs.  He brings a breadth of experience in strategic planning, complex problem solving, and process-based solutions to the firm.  He believes in the Army’s core value of selfless service, and he brings that mindset to work for his clients each day.   
 
Mike earned a master’s degree in finance from Saint Joseph’s University and received his undergraduate degree from the University of Delaware, where he earned membership into The Phi Beta Kappa Honor Society.  Mike lives in Newtown Square with his wife and four sons.  He is active in the community and serves as a board member and volunteer for multiple organizations.  He continues to serve his country as a Major in the Army Reserve.  
 
Michael Lynch’s contact information:
Website: lynchinvestmentplanning.com
Website: lynchip.com.

To view the interview in its entirety please visit: https://youtu.be/5XRGrBZw1yM
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The Law Offices of Samantha K. Wolfe, LLC: Providing Mindful Legal Direction for You and Your Future Generations. We offer FREE initial consultations so contact our office at (717) 655-2676 to schedule an appointment today! We are located at 20 East Sixth Street, Suite 206, Waynesboro, PA 17268.

                                                                                  ​Estate Administration 
When faced with the loss of a loved one, we tend to not know where to start.  Estate administration can be a very involved, time-consuming, and sometimes complex process.  There is a process in which the loved one’s estate will need to be handled.  You may or may not have to probate, this will depend on the complexity of the estate.  Is there a will and/or a trust?  This may make a difference. Are you the executor of the estate?  Your job is very important, you will need to gather very crucial information for the attorney. The best thing to do is make a list of all the bank accounts, credit cards, retirement or investment accounts, life insurance policies, tax record, safe-deposit boxes and real estate that you are aware of.  You will need to gather this information and provide it to the attorney.  If you find yourself in this situation, please do not hesitate to reach out to our office.  We are here for you and your loved ones. We do offer free initial consultations.  Our office is located at 20 East Sixth Street, Suite 206, Waynesboro, PA  17268.  You can contact us at (717) 655-2676.