Trinity Elder Law & Estate Planning LLC

08/14/2026

🌾 Keeping the farm in the family takes more than hope—it takes a plan.

If you’ve been putting off farm succession planning because of the cost of professional help, this opportunity is worth a look.

Pennsylvania’s Farm Vitality Grant can help cover the cost of professional services involved in planning for the future of the farm—including attorney fees and legal documents related to farm succession and transition.

With grants of up to $15,000 covering 75% of approved project costs, this may be the opportunity that helps your family finally start the conversation—and put a plan in place for the next generation.

Take a look at the Pennsylvania Department of Agriculture’s post below for details. 👇🌾

Registration is now open for the Pennsylvania Department of Agriculture Farm Vitality Grant.

This grant helps fund professional services for those planning for the future of a farm – designed to enhance the long-term vitality of Pennsylvania’s farms through business planning, efficient transitions of ownership, strategic expansion, diversification of agricultural production, and building a team of financial and technical expertise as a resource for farmers.

Apply: https://bit.ly/3FbGG0B

08/13/2026

Would You Spend $10 to Save $4? 🤔

That’s the kind of question families should be asking before making financial decisions solely to avoid Pennsylvania inheritance tax.

In this video, we compare Pennsylvania inheritance tax and capital gains tax and explain how a strategy that looks like a tax savings today could potentially result in a much larger tax bill later. 💸

When it comes to gifting appreciated assets, real estate, or other property, the details matter—and so does looking beyond just one tax.

Before you give it away to avoid inheritance tax, understand what you may be giving up.

08/05/2026

Did you know today is Work Like a Dog Day?

Don’t let this picture of our office dog Mo fool you, he has the best job in the entire firm…lots of naps and lots of treats when he’s not napping.

He may not be the most productive member of the team, but we love him anyway. 💙🐶💙

08/03/2026

✨Transitions are almost always signs of growth, but they can bring feelings of loss. To get somewhere new, we may have to leave somewhere else behind.✨

Fred Rogers

As we transition into a new month, we are pondering the wise words of western Pennsylvania’s own Mr. Rogers.

While we certainly do not disagree with Mr. Rogers, we’re also open to the idea that as we transition forward, we don’t completely leave things behind.

We actually take the lessons that we’ve learned with us on the journey to the new destination.

07/31/2026

✨Sometimes the best plan is the one you’re willing to change.✨

Farmers know that no two seasons are the same. Weather changes. Crops change. Plans change.

Success often depends on adapting—and sometimes asking for help.

The same is true for families facing Alzheimer’s or dementia.

The journey rarely follows the path you expected, and there’s wisdom in adjusting your plans and accepting support.

Watch this short video to see why flexibility and asking for help can make all the difference.

07/27/2026

✨Write your sad times in sand; write your good times in stone.✨

George Bernard Shaw

Anyone else wondering how it’s the end of July?

Wasn’t the Fourth of July just last week?

As we head into the last week of the month, a reminder to focus on the good and not to hang on to the negative.

07/23/2026

Before you write that check to your child, watch this. 💰

A well-intentioned gift could have consequences you never expected.

Learn what every parent should know before giving assets away.

Watch now and make informed decisions before you give.

07/20/2026

A gentle reminder as we start a new week.

✨Between stimulus and response there is a space.

In that space is our power to choose our response.

In our response lies our growth and freedom.✨

Viktor Frankl

07/15/2026

07/15/2026

🔹“I Do” Isn’t a Financial Power of Attorney🔹

Marriage is an important legal relationship, but it doesn’t automatically give your spouse the authority to act on your behalf financially if you become unable to do so.

🔹Here’s why every couple should make this document part of their estate plan.🔹