Monthly Virtual Seminars
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Click to replay our previous online Seminars:
Upcoming Virtual Seminars
October 12, 2023, 12-1pm: "Book Writing with the Boss: Orphans' Court Updates"
November 2, 2023, 12-1pm: "What's to do about Deeds: Difference in Titling and What is Means for Estate Planning"
December 7, 2023, 12-1pm: "The Gift that Keeps Giving: The Importance of a Living Will and the Differences between a Living Will, POLST, and Five Wishes Document"
Choose one of the follow ways to register for a virtual seminar:
(1) Call or text our office at (717) 655-2676
(2) email Amy at meek@skwlawoffice.com
(3) visit our website, under the Contact Us tab, click "Register for Seminar"
2023 Seminars
September 14, 2023
Mastering Being a Legal Intern with John Masters
The Law Offices of Samantha K. Wolfe, LLC is featuring a new segment of Center Pieces with the Nieces. We have Maya & Lily interviewing John Masters about what his internship at the office and things he has learned. As a reminder our office offers free initial consultations so call our office at (717) 655-2676 or email meek@skwlawoffice.com. Thank you!
Mastering Being a Legal Intern with John Masters
The Law Offices of Samantha K. Wolfe, LLC is featuring a new segment of Center Pieces with the Nieces. We have Maya & Lily interviewing John Masters about what his internship at the office and things he has learned. As a reminder our office offers free initial consultations so call our office at (717) 655-2676 or email meek@skwlawoffice.com. Thank you!
August 17, 2023
Centerpieces with the Nieces: Interview with intern John Masters
The Law Offices of Samantha K. Wolfe, LLC is featuring a new segment of Center Pieces with the Nieces. We have Maya & Lily interviewing John Masters about what his internship at the office and things he has learned. As a reminder our office offers free initial consultations so call our office at (717) 655-2676 or email meek@skwlawoffice.com. Thank you!
Centerpieces with the Nieces: Interview with intern John Masters
The Law Offices of Samantha K. Wolfe, LLC is featuring a new segment of Center Pieces with the Nieces. We have Maya & Lily interviewing John Masters about what his internship at the office and things he has learned. As a reminder our office offers free initial consultations so call our office at (717) 655-2676 or email meek@skwlawoffice.com. Thank you!
July 13, 2023
Centerpieces with the Nieces: Part I, Vanesa's Going to College
The Law Offices of Samantha K. Wolfe, LLC is Featuring Part II of our segment Center Pieces with the Nieces. We have Maya interviewing Vanesa about what she will be doing since graduation, the process of finding a college, and her future plans. As a reminder our office offers free initial consultations so call our office at (717) 655-2676 or email meek@skwlawoffice.com. Thank you
Centerpieces with the Nieces: Part I, Vanesa's Going to College
The Law Offices of Samantha K. Wolfe, LLC is Featuring Part II of our segment Center Pieces with the Nieces. We have Maya interviewing Vanesa about what she will be doing since graduation, the process of finding a college, and her future plans. As a reminder our office offers free initial consultations so call our office at (717) 655-2676 or email meek@skwlawoffice.com. Thank you
June 15, 2023
Centerpieces with the Nieces: Part I, Vanesa's Internship Experience
In this video Samantha's niece, Lily interviews Vanesa on her internship experience at The Law Offices of Samantha K. Wolfe, LLC. Vanesa share's some advice about how she got her internship, what she has learned from this experience, and why being an intern might be beneficial to others. As a reminder we offer a free initial consultation, so please call our office at 717- 655 - 2676 or email meek@skwlawoffice.com. Thank you! We are located at 20 East Sixth Street, Suite 206, Waynesboro, PA 17268.
Centerpieces with the Nieces: Part I, Vanesa's Internship Experience
In this video Samantha's niece, Lily interviews Vanesa on her internship experience at The Law Offices of Samantha K. Wolfe, LLC. Vanesa share's some advice about how she got her internship, what she has learned from this experience, and why being an intern might be beneficial to others. As a reminder we offer a free initial consultation, so please call our office at 717- 655 - 2676 or email meek@skwlawoffice.com. Thank you! We are located at 20 East Sixth Street, Suite 206, Waynesboro, PA 17268.
April 13.2023
"Tax Stuff"
Samantha reviews the new tax figures for 2023 including the standard deduction, income tax brackets, Alternate Minimum Tax, and Medical Savings Accounts. Additionally, she talks about the changes in SECURE 2.0 and how it affects 529 Plans, 529A Plans, and the required beginning date for RMDs. Lastly, Samantha discusses the PA Long-Term Care Trust Act, a bill introduced in the 2021-22 legislative session, that would institute a new payroll tax to help pay for long-term costs for Pennsylvania residents and the likelihood we would see the bill passed into law.
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.
"Tax Stuff"
Samantha reviews the new tax figures for 2023 including the standard deduction, income tax brackets, Alternate Minimum Tax, and Medical Savings Accounts. Additionally, she talks about the changes in SECURE 2.0 and how it affects 529 Plans, 529A Plans, and the required beginning date for RMDs. Lastly, Samantha discusses the PA Long-Term Care Trust Act, a bill introduced in the 2021-22 legislative session, that would institute a new payroll tax to help pay for long-term costs for Pennsylvania residents and the likelihood we would see the bill passed into law.
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.
January 12, 2023
"Tangled Web We Weave, Social Security"
Samantha discusses the benefits that the Social Security Administration provides including (1) social security retirement benefits, (2) survivor's benefits, and (3) disability benefits. She discusses the requirements for each program and how to determine the best time to claim social security retirement benefits. There are benefits that you may not realize you or a family member can qualify for under the Social Security Administration and this seminar is a general exploration of the numerous programs provided through the Social Security Administration. Lastly, Samantha discusses the cost-of-living increase for social security retirement benefits effective in 2023 and the future of social security retirement benefits for the future generations. 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.
"Tangled Web We Weave, Social Security"
Samantha discusses the benefits that the Social Security Administration provides including (1) social security retirement benefits, (2) survivor's benefits, and (3) disability benefits. She discusses the requirements for each program and how to determine the best time to claim social security retirement benefits. There are benefits that you may not realize you or a family member can qualify for under the Social Security Administration and this seminar is a general exploration of the numerous programs provided through the Social Security Administration. Lastly, Samantha discusses the cost-of-living increase for social security retirement benefits effective in 2023 and the future of social security retirement benefits for the future generations. 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.
2022 Seminars
December 8, 2022
"Charitable Planning: Can you spare some change?"
Samantha discusses different charitable planning options, including the following: charitable remainder trusts, charitable lead trusts, qualified charitable distributions and charitable donations. She also gives 4 hypothetical client examples depicting different planning techniques that minimize tax and protect assets against long-term care costs.
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
"Charitable Planning: Can you spare some change?"
Samantha discusses different charitable planning options, including the following: charitable remainder trusts, charitable lead trusts, qualified charitable distributions and charitable donations. She also gives 4 hypothetical client examples depicting different planning techniques that minimize tax and protect assets against long-term care costs.
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
November 10, 2022
"Living at Home at Age 50 Could Be a Good Thing"
Samantha starts the presentation with the basic premise that a transfer without adequate consideration is gift for long-term care planning purposes. She discusses the importance of a caregiver agreement when a family member is providing care for a loved one to avoid the gift presumption. Additionally, she provides examples of the caregiver exception demonstrating how a house can be transferred to a child without a transfer penalty for long-term care purposes. Lastly, Samantha outlines the situation when a parent provides money to the purchase of a house and plans to reside with children. 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
"Living at Home at Age 50 Could Be a Good Thing"
Samantha starts the presentation with the basic premise that a transfer without adequate consideration is gift for long-term care planning purposes. She discusses the importance of a caregiver agreement when a family member is providing care for a loved one to avoid the gift presumption. Additionally, she provides examples of the caregiver exception demonstrating how a house can be transferred to a child without a transfer penalty for long-term care purposes. Lastly, Samantha outlines the situation when a parent provides money to the purchase of a house and plans to reside with children. 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
October 13, 2022
"I love my kids BUT....Parental control after death"
Samantha discusses how to use trusts to protect a beneficiary's or child's inheritance through 4 hypothetical case situations. She talks about how trusts can be used, the certain restrictions and controls you can use, and why you may want to protect a beneficiary. Additionally, she discusses a trust that can protect your assets against long-term care costs plus protect your children's or beneficiaries' inheritance against their creditors when you pass away. Protection starts with you and your assets and continues for your children or beneficiaries.
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
"I love my kids BUT....Parental control after death"
Samantha discusses how to use trusts to protect a beneficiary's or child's inheritance through 4 hypothetical case situations. She talks about how trusts can be used, the certain restrictions and controls you can use, and why you may want to protect a beneficiary. Additionally, she discusses a trust that can protect your assets against long-term care costs plus protect your children's or beneficiaries' inheritance against their creditors when you pass away. Protection starts with you and your assets and continues for your children or beneficiaries.
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
September 22, 2022
"Special Needs Trust: Protecting our Loved Ones today, tomorrow and forever"
Samantha discusses special needs trusts through the use of 4 hypothetical case situations. She talks about the planning that would be recommended in certain situations and the specific special needs trusts that can be used to accomplish the client's goals. The discussion includes first party, third party, and pooled trusts special needs trusts. Samantha also talks about permissible distributions that the trustee can make from a special needs trust. Lastly, she covers what distributions would reduce SSI benefits for a beneficiary.
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.
"Special Needs Trust: Protecting our Loved Ones today, tomorrow and forever"
Samantha discusses special needs trusts through the use of 4 hypothetical case situations. She talks about the planning that would be recommended in certain situations and the specific special needs trusts that can be used to accomplish the client's goals. The discussion includes first party, third party, and pooled trusts special needs trusts. Samantha also talks about permissible distributions that the trustee can make from a special needs trust. Lastly, she covers what distributions would reduce SSI benefits for a beneficiary.
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.
August 18, 2022
"Centerpieces with the nieces"
Centerpieces with the Nieces, Part III: Lily and Maya Blair
Samantha has a special guest: Lily and Maya Blair. Lily asks Sam questions about the difference between life insurance, annuities, and retirement accounts. Maya asks Sam what the best part of her job is. We hope you have enjoyed the Centerpieces with the Nieces as much as we enjoyed answering the questions and making the videos.
Lily’s link: https://lnkd.in/eSTTfAzW
Maya’s link: https://lnkd.in/e7nvdnkZ
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.
"Centerpieces with the nieces"
Centerpieces with the Nieces, Part III: Lily and Maya Blair
Samantha has a special guest: Lily and Maya Blair. Lily asks Sam questions about the difference between life insurance, annuities, and retirement accounts. Maya asks Sam what the best part of her job is. We hope you have enjoyed the Centerpieces with the Nieces as much as we enjoyed answering the questions and making the videos.
Lily’s link: https://lnkd.in/eSTTfAzW
Maya’s link: https://lnkd.in/e7nvdnkZ
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.
July 7, 2022
"Centerpieces with the nieces"
Part II of Centerpieces with the Nieces. Maya and Lily ask Samantha some very important questions and you will have another tour of our new office. Enjoy! Simply go to our YouTube channel at https://youtu.be/T50vco4LrwM (Maya’s video),
https://youtu.be/f19A2syQ7gk (Lily’s video), https://youtu.be/kcCQR4lw2-4 (Tour Part II)
or Facebook page https://lnkd.in/ggcAYxHv to watch the videos.
Our office is located at 20 East Sixth Street, Suite 206, Waynesboro, PA 17268. We offer free initial consultations, to schedule your appointment with Samantha please call (717) 655-2676.
"Centerpieces with the nieces"
Part II of Centerpieces with the Nieces. Maya and Lily ask Samantha some very important questions and you will have another tour of our new office. Enjoy! Simply go to our YouTube channel at https://youtu.be/T50vco4LrwM (Maya’s video),
https://youtu.be/f19A2syQ7gk (Lily’s video), https://youtu.be/kcCQR4lw2-4 (Tour Part II)
or Facebook page https://lnkd.in/ggcAYxHv to watch the videos.
Our office is located at 20 East Sixth Street, Suite 206, Waynesboro, PA 17268. We offer free initial consultations, to schedule your appointment with Samantha please call (717) 655-2676.
June 15, 2022
"Centerpieces with the nieces"
During the months of June, July, and August, Samantha will be answering questions from her nieces, Lily and Maya. We hope you enjoy them as much as we do. Simply go to our YouTube channel at https://lnkd.in/eUGMqkc or Facebook page https://lnkd.in/ggcAYxHv to watch the videos.
Our office is located at 20 East Sixth Street, Suite 206, Waynesboro, PA 17268. We offer free initial consultations, to schedule your appointment with Samantha please call (717) 655-2676.
"Centerpieces with the nieces"
During the months of June, July, and August, Samantha will be answering questions from her nieces, Lily and Maya. We hope you enjoy them as much as we do. Simply go to our YouTube channel at https://lnkd.in/eUGMqkc or Facebook page https://lnkd.in/ggcAYxHv to watch the videos.
Our office is located at 20 East Sixth Street, Suite 206, Waynesboro, PA 17268. We offer free initial consultations, to schedule your appointment with Samantha please call (717) 655-2676.
May 19, 2022
"Planting the Seeds: How to Grow a Successful Retirement Plan, part 2"
Samantha discusses the specifics of the SECURE Act proposed regulations that were released in February 2022. Additionally, she discusses the proposed legislation that is in Congress right now. The new proposal is referred to as SECURE 2.0. What would the changes do for your retirement account? 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.
"Planting the Seeds: How to Grow a Successful Retirement Plan, part 2"
Samantha discusses the specifics of the SECURE Act proposed regulations that were released in February 2022. Additionally, she discusses the proposed legislation that is in Congress right now. The new proposal is referred to as SECURE 2.0. What would the changes do for your retirement account? 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.
April 20, 2022
"Planting the Seeds: How to Grow a Successful Retirement Plan, part 1"
Samantha gives 3 legal tips to ensure your retirement account is distributed in the most efficient way for estate planning purposes. She also discusses the SECURE Act and the proposed regulations and the impact on retirement plans. This is Part 1 of a two-part series covering the topic of retirement plans.
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.
"Planting the Seeds: How to Grow a Successful Retirement Plan, part 1"
Samantha gives 3 legal tips to ensure your retirement account is distributed in the most efficient way for estate planning purposes. She also discusses the SECURE Act and the proposed regulations and the impact on retirement plans. This is Part 1 of a two-part series covering the topic of retirement plans.
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.
March 24, 2022
"Myth-busting your Estate Plan"
Do you know the difference between fact or fiction as it relates to estate planning for the second half of life? Samantha explains common misconceptions about estate planning. She covers topics related to Wills, powers of attorney, long-term care planning, and retirement planning.
"Myth-busting your Estate Plan"
Do you know the difference between fact or fiction as it relates to estate planning for the second half of life? Samantha explains common misconceptions about estate planning. She covers topics related to Wills, powers of attorney, long-term care planning, and retirement planning.
February 15, 2022
"A Love Letter for your Family: How to Leave A Legacy Without the Hassle"
Samantha walks through different legacy goals based on real-life client examples and how our office achieved those goals through estate planning recommendations. She covers long-term care protection trusts, revocable living trusts, and charitable trusts in a variety of examples. Additionally, she discusses the estate plan that every young parent should have it place.
"A Love Letter for your Family: How to Leave A Legacy Without the Hassle"
Samantha walks through different legacy goals based on real-life client examples and how our office achieved those goals through estate planning recommendations. She covers long-term care protection trusts, revocable living trusts, and charitable trusts in a variety of examples. Additionally, she discusses the estate plan that every young parent should have it place.
January 27, 2022
"The Tale of Robin Hood and the New Taxes" Samantha discusses the important tax rules for filing your 2021 tax return, the new tax rates for 2022 (marginal tax rates and increases in standard deduction amounts for taxpayers) and possible 2022 tax changes. Join The Law Offices of Samantha Wolfe for a fun tax seminar.
"The Tale of Robin Hood and the New Taxes" Samantha discusses the important tax rules for filing your 2021 tax return, the new tax rates for 2022 (marginal tax rates and increases in standard deduction amounts for taxpayers) and possible 2022 tax changes. Join The Law Offices of Samantha Wolfe for a fun tax seminar.
2021 Seminars:
December 16, 2021
"Don't be a Scrooge: The Ins and Outs of Gifting" We will be sharing the ins and out of gifting with you, as well as the gifting rules, accounts and trusts that can be set up, the federal exemptions and more.
"Don't be a Scrooge: The Ins and Outs of Gifting" We will be sharing the ins and out of gifting with you, as well as the gifting rules, accounts and trusts that can be set up, the federal exemptions and more.
November 11, 2021
"Veterans Benefits" The Law Offices of Samantha K. Wolfe, LLC will share with you the benefits for veterans and what you need to know to start the process.
"Veterans Benefits" The Law Offices of Samantha K. Wolfe, LLC will share with you the benefits for veterans and what you need to know to start the process.
October 20, 2021
"The Tricks of Medicaid Planning" Dealing with any type of insurance can be tricky at times. Samantha is going to explain the ins and outs of Medicaid and what you can or cannot do.
"The Tricks of Medicaid Planning" Dealing with any type of insurance can be tricky at times. Samantha is going to explain the ins and outs of Medicaid and what you can or cannot do.
September 22, 2021
"Falling back to the Basics of Business" Samantha provides a step-by-step guide for creating a business. The topics include choice of entity questions, annual meetings, buy-sell agreements, business succession tips, long-term care protection for businesses, registering with the Department of State, obtaining an EIN, and creating governing documents. What should be included in your corporate book? Samantha touches on what documentation should be included in a corporate book. She also talks about common mistakes she sees with businesses and the changes that can be made to help protect your business assets.
"Falling back to the Basics of Business" Samantha provides a step-by-step guide for creating a business. The topics include choice of entity questions, annual meetings, buy-sell agreements, business succession tips, long-term care protection for businesses, registering with the Department of State, obtaining an EIN, and creating governing documents. What should be included in your corporate book? Samantha touches on what documentation should be included in a corporate book. She also talks about common mistakes she sees with businesses and the changes that can be made to help protect your business assets.
August 18, 2021
"They're Going Back...To School" Attorney Wolfe will explain the benefits of Standby Guardianships, 529 accounts, UTMA accounts.
"They're Going Back...To School" Attorney Wolfe will explain the benefits of Standby Guardianships, 529 accounts, UTMA accounts.
July 1, 2021
"I Forgot! Common Mistakes in Estate Planning" Attorney Wolfe discusses common mistakes in estate planning
"I Forgot! Common Mistakes in Estate Planning" Attorney Wolfe discusses common mistakes in estate planning
June 21, 2021
Adventures in Medicare, my Dad's Father's Day Gift. We are excited to share our monthly virtual seminar with you. For June, Samantha presented "Adventures in Medicare, My Dad's Father's Day Gift." Samantha Wolfe helped her dad apply online and has the scoop on how to do it effectively. She discussed what Medicare covers, the difference between Medicare & Medicaid, who can enroll, what each Part of Medicare covers, and how it can benefit you.
Adventures in Medicare, my Dad's Father's Day Gift. We are excited to share our monthly virtual seminar with you. For June, Samantha presented "Adventures in Medicare, My Dad's Father's Day Gift." Samantha Wolfe helped her dad apply online and has the scoop on how to do it effectively. She discussed what Medicare covers, the difference between Medicare & Medicaid, who can enroll, what each Part of Medicare covers, and how it can benefit you.
May 4, 2021
Things Your Momma Should Have Told You. Samantha will explain the first 3 steps to take for Estate Planning, Estate Administration, Asset Protection Planning, Long-Term Care Planning, Medicaid Planning, Special Needs Planning and Business Succession Planning.
Things Your Momma Should Have Told You. Samantha will explain the first 3 steps to take for Estate Planning, Estate Administration, Asset Protection Planning, Long-Term Care Planning, Medicaid Planning, Special Needs Planning and Business Succession Planning.
April 8, 2021
How to Protect that Special Someone When They Can't Protect Themselves. This seminar is devoted to planning for individuals with special needs. What documents does that individual need? When is a guardianship needed? When does a financial power of attorney address the needs of an individual with special needs? What provisions need to be in a parent’s Will? Samantha explains the benefit of PA ABLE Accounts, first part supplemental needs trusts, third party supplemental needs trusts, and pooled trusts. She also explains why a Summary of Our Wishes document should be used in addition to legal documents.
How to Protect that Special Someone When They Can't Protect Themselves. This seminar is devoted to planning for individuals with special needs. What documents does that individual need? When is a guardianship needed? When does a financial power of attorney address the needs of an individual with special needs? What provisions need to be in a parent’s Will? Samantha explains the benefit of PA ABLE Accounts, first part supplemental needs trusts, third party supplemental needs trusts, and pooled trusts. She also explains why a Summary of Our Wishes document should be used in addition to legal documents.
March 17, 2021
Keeping it Green. Anyone who owns real or personal property—farm families in particular—needs to consider estate planning. Getting a dialogue started with family and determining a strategy to transfer farm assets can help minimize stress and the potential tax burdens on your heirs.
Keeping it Green. Anyone who owns real or personal property—farm families in particular—needs to consider estate planning. Getting a dialogue started with family and determining a strategy to transfer farm assets can help minimize stress and the potential tax burdens on your heirs.
February 15, 2021
How to Protect Your Honey. February is the month of LOVE. We have so many people in our lives who are dear to our heart. Some may not think of it this way, but LOVE is the primary ingredient when creating your estate plan. This Valentine’s Day holiday, Samantha uses the monthly virtual seminar to discuss the big ways and little ways you can protect your honey, both in life and at death, using your estate plan. Will you join us this month to explore how to spread the LOVE through your estate plan?
How to Protect Your Honey. February is the month of LOVE. We have so many people in our lives who are dear to our heart. Some may not think of it this way, but LOVE is the primary ingredient when creating your estate plan. This Valentine’s Day holiday, Samantha uses the monthly virtual seminar to discuss the big ways and little ways you can protect your honey, both in life and at death, using your estate plan. Will you join us this month to explore how to spread the LOVE through your estate plan?
January 28, 2021
Keep Your Seatbelts Fastened Until We Reach a Complete Stop. Samantha provides an overview of the tax changes that may be in our future under the Biden Administration including: taxes changes under the COVID-19 spending plan and the income, gift, corporate, and estate tax policies that Biden included in his tax agenda during his election campaign. Additionally, Samantha highlights a unique planning opportunity in Pennsylvania that you may have if the proposed tax changes are implemented at a federal level. It's tax fun for everyone!
Keep Your Seatbelts Fastened Until We Reach a Complete Stop. Samantha provides an overview of the tax changes that may be in our future under the Biden Administration including: taxes changes under the COVID-19 spending plan and the income, gift, corporate, and estate tax policies that Biden included in his tax agenda during his election campaign. Additionally, Samantha highlights a unique planning opportunity in Pennsylvania that you may have if the proposed tax changes are implemented at a federal level. It's tax fun for everyone!
2020 Seminars:
December 10, 2020
EZ-Pass to Estate Administration. Samantha discusses the logistics of how to administer an estate in PA. What should be done with personal property? How to handle real estate? This seminar offers practical answers and solutions on how to navigate estate administration in PA.
EZ-Pass to Estate Administration. Samantha discusses the logistics of how to administer an estate in PA. What should be done with personal property? How to handle real estate? This seminar offers practical answers and solutions on how to navigate estate administration in PA.
November 18, 2020
Grandma Got Run Over By a Reindeer... I Mean Put in a Nursing Home. How to we provide support to our aging population? How do we plan for the second half of life? We review in-home care options, ways to pay for long-term care, veterans benefits, Medicare and Medicaid as we explore ways to help Grandma be admitted into a nursing home.
Grandma Got Run Over By a Reindeer... I Mean Put in a Nursing Home. How to we provide support to our aging population? How do we plan for the second half of life? We review in-home care options, ways to pay for long-term care, veterans benefits, Medicare and Medicaid as we explore ways to help Grandma be admitted into a nursing home.
October 21, 2020
What's in Your Closet? Part 2. We review the 6 types of taxes (Federal income tax, federal estate tax, federal gift tax, Pennsylvania inheritance tax, generation skipping tax, and the healthcare surtax) that need to be addressed when incorporating a trust as part of your estate planning.
What's in Your Closet? Part 2. We review the 6 types of taxes (Federal income tax, federal estate tax, federal gift tax, Pennsylvania inheritance tax, generation skipping tax, and the healthcare surtax) that need to be addressed when incorporating a trust as part of your estate planning.
September 24, 2020
What's in Your Closet? Part I. Have you ever wondered how to protect assets? In this virtual seminar, Samantha explains how to use an irrevocable trust to protect your assets from nursing home costs. Additionally, she outlines the purpose of an asset protection plan and who needs to explore such a plan. Samantha explains how a trust is like a closet, and offers an example of when a trust can be used for a client to achieve asset protection.
What's in Your Closet? Part I. Have you ever wondered how to protect assets? In this virtual seminar, Samantha explains how to use an irrevocable trust to protect your assets from nursing home costs. Additionally, she outlines the purpose of an asset protection plan and who needs to explore such a plan. Samantha explains how a trust is like a closet, and offers an example of when a trust can be used for a client to achieve asset protection.
August 26, 2020
Kicking the Bucket Gracefully. How do I prepare for my death? What do I need to know about the estate administration process? What is probate? Is probate something I should avoid? The Law Offices of Samantha K. Wolfe, LLC explores the estate administration process and offers some tips and tricks to ensure that you kick the bucket gracefully. Samantha covers everything from probate to Pennsylvania inheritance tax and offers some examples of how to do estate administration efficiently.
Kicking the Bucket Gracefully. How do I prepare for my death? What do I need to know about the estate administration process? What is probate? Is probate something I should avoid? The Law Offices of Samantha K. Wolfe, LLC explores the estate administration process and offers some tips and tricks to ensure that you kick the bucket gracefully. Samantha covers everything from probate to Pennsylvania inheritance tax and offers some examples of how to do estate administration efficiently.
July 30, 2020
The Lost Art of Estate Planning. Samantha provides an in-depth overview of the basic estate planning documents (Financial Power of Attorney, Health Care Power of Attorney, Living Will, Mental Health Power of Attorney, and Last Will and Testament). She highlights the provisions each document should include and offers examples of recommended language for each document.
The Lost Art of Estate Planning. Samantha provides an in-depth overview of the basic estate planning documents (Financial Power of Attorney, Health Care Power of Attorney, Living Will, Mental Health Power of Attorney, and Last Will and Testament). She highlights the provisions each document should include and offers examples of recommended language for each document.
