All posts by Vicky Ann Trimmer

Do You See What I See?

Have you looked at your family members with open eyes to see what has changed in the past year?  Holidays are a great opportunity to evaluate aging family members.  Often we don’t get to see our parents, grandparents, aunts, and [...Read More]

Free Seminar: Trump’s Tax Reform Bill and Its Impact on You

Tax Planning: Trump’s Tax Reform Bill and Its Impact on You Individual Tax Rates Standard vs. Itemized Deductions Charitable Donation Deduction Increase Other Impacts of Trump’s Tax Reform When: Tuesday, October 30, 2018, at 5:30 pm Where: 635 n. 12th [...Read More]

Free Seminar: Protecting Your Pets & Other Unique Assets

Worried about providing for your “animal” family? Who gets great grandma’s china? Is that painting on your wall really worth anything? How do you divide up your “stuff” in the house? These and other “unique” assets will be discussed. When: [...Read More]

What National Relaxation Day Can Teach Us About Estate Planning

Today is National Relaxation Day.  What a shame that we need to remind ourselves to relax! Often when I meet with families about estate planning and elder law, one of the concerns I raise is how the kids and other [...Read More]

Vicky Ann Trimmer in Woman Newspapers.com

Vicky Ann Trimmer’s article “Caregiver Wellness 101” feature in WomanNewspapers.com Vicky Ann TrimmerVicky decided on her career path very early in life, announcing her decision to become a lawyer to her family when she was only in 4th grade. Ultimately [...Read More]

Legal documents every woman needs

As published in Woman Newspapers, March & April 2018 edition. Financial security is the goal of every woman. Legal security is just as important to ensure that you and your assets are protected in the event of a disabling event [...Read More]

A new year – a new federal tax law!

While the majority of the provisions have no impact on your 2017 income tax returns, several things do require your immediate attention. The Medical Expense Deduction was threatened but was saved!  In fact, for 2017 and 2018 tax years, the [...Read More]

Missing Medicate Enrollment Deadline Can Cost You

Missing Your Medicare Sign Up Window Can Cost You Do you know when to sign up for Medicare?  Failing to meet the strict deadlines can result in monthly premium penalty that never expires.  The penalty raises your monthly premium for [...Read More]

Pennsylvania Tax Exemption for Family Owned Business

Family Owned Business & Pennsylvania Tax Exemption Historically, family owned business owners have been faced with a difficult tax situation at death.  The business can pass to your children but not before paying the 4.5% Pennsylvania Inheritance Tax.  This often [...Read More]

How do Executors Manage Tangible Property in Pennsylvania?

Executor of an Estate in Pennsylvania and Tangible Property Being named as an Executor in a family member’s Last Will and Testament is a very important role.  The Executor has the duty to collect the deceased’s assets, pay any creditors, [...Read More]