We are pleased to share with you the following links to other websites that you may find informative or useful:

Estate Planning FAQ’s

From the American Bar Association, this site provides a comprehensive discussion of estate planning topics. Not Pennsylvania specific.

Tax ID Number

An estate or trust can obtain an “EIN” via this IRS web site.

Achieva Family Trust

A trust company that specializes in serving families with children or other family members with disabilities.

Birth and Death Records

Records from 1906 to the present can be obtained from the Pennsylvania Division of Vital Records. Certified copies of birth and death certificates can also be ordered.

Foundation Source

Interested in creating a private foundation to handle your charitable plans?  Foundation Source assists families in everything from foundation creation to ongoing management.

The Stages of Alzheimer’s Disease

This web site offers a “Steps and Stages” guide for care-givers who are interested in assessing and understanding the particular level of dementia that a loved one may be at.

 Medical Issues in Advance Care Planning

An excellent resource for those seeking in-depth education on the issues that arise in end-of-life decision-making.


Provides extensive reports on charitable organizations that the IRS has determined to be tax-exempt. This includes copies of Form 990’s that charities are required to file.

Kelly Blue Book

Wondering what the retail or trade-in value of a used car may be, or the price of a particular new car?  This site provides valuation data for all such purposes.

The Essential Guide to Caring for Aging Parents

Not a website, but a book written by Dr. Linda Rhodes, which comes highly recommended by professionals working in this area. Written in a down-to-earth, highly readable style.