Friday, August 28, 2015

Radio Show


Tune in tomorrow at 11:30 a.m. to 101.5 WORD-FM as Michele Conti continues her discussion from last week with Wendy Long, Senior Care Advisor with Solutions for Independence. They will review why it is so important for families with elderly loved one to stay focused, work together, and seek guidance when making decisions for a loved one. Michele and Wendy will discuss why navigating the state benefits system can be confusing and overwhelming to family members and suggest the family working as a team when dealing with long-term placement for a loved one.

Friday, August 21, 2015

Third Party Acting As Fiduciary

Tune in tomorrow at 11:30 a.m. to 101.5 WORD-FM to hear Michele Conti talk with Wendy Long, a Senior Care Advisor with Solutions for Independence, about the importance of an unbiased third-party acting as a fiduciary. This is very important in situations when an individual does not have a spouse, children, or the closest loved ones lives out of town. They will focus on how preplanning in this type of situation is so important.

Thursday, August 13, 2015

Next Radio Show

Tune in Saturday at 11:30 a.m. to 101.5 WORD-FM to hear Michele Conti continue her discussion from last week about gift tax rules with a focus on personal gifts such as gifts for newlyweds, college tuition, medical bills and how each are taxed.

Thursday, August 6, 2015

Radio Show - Gift Tax Rules

Tune in Saturday at 11:30 a.m. to 101.5 WORD-FM to hear Michele Conti discuss 2015 gift tax rules and how the annual exclusion and unified credit effect one’s estate planning strategies.

Wednesday, August 5, 2015

Vacant or Occupied?

Frank Kosir’s article, “Vacant or Occupied?” recently appeared in the Pittsburgh Post-Gazette. You can access the online version by clicking this link.