Attorney Amos Goodall, CELA, LLM, from the elder law firm of Steinbacher, Goodall & Yurchak, was recently appointed to the Disciplinary and Ethics Commission (DEC) of the Certified Financial Planner Board of Standards, Inc. (CFB Board). This appointment is a three-year term as a public member, and will run from 2022-24.
The CFP Board is a non-profit organization that fosters professional standards in personal financial planning. It sets and enforces the requirements for the CERTIFIED FINANCIAL PLANNER™ certification (CFP™), to "uphold standards of competency and ethics for financial planners who are committed to CFP Board to putting their clients' best interests first." The DEC of the CFP is responsible for reviewing and taking appropriate action with respect to alleged violations of the CFP's Code of Ethics and Standards of Conduct, as well as conducting reviews pursuant to the organization's Fitness Standards for Candidates and Professionals Eligible for Reinstatement.
Of course we always recommend that people are proactive rather than reactive with respect to doing their estate planning and discussing it with other loved ones as appropriate. Generally speaking, those that are proactive as opposed to reactive will have better outcomes. However, as a practical matter, it's seldom easy to talk about with your children what you want to happen after you pass away, nor is it easy for an adult child to bring up the subject with their aging parents. Yet, circumstances beyond one's control don't take this into account when the unexpected happens. In other words, you don't get credit in your estate plan for good intentions! In the Second Half of Life Podcast episode 53, Long-Term Care Planner Kristin Daugherty and Specialized Care Planner Holly Reigh give some tips about having these types of difficult conversations with family members. Kristin also shares a story as an example of what could happen if you never even broach this difficult topic. Oftentimes, families, especially those with adult children that don't live in geographic proxmity to their aging parents, may only gather a few times a year for things such as holidays. With Easter on the horizon, one of those times, and with it an opportunity to have such a discussion, could be coming soon, making this an ideal time to check out this brief episode.
All episodes of the Second Half of Life Podcast can be found on the Steinbacher, Goodall & Yurchak website, as well as on most podcast directories, which includes Apple Podcasts, Spotify, TuneIn + Alexa, iHeartRadio, Stitcher, Podcast Addict, Google Podcasts, Podchaser, Deezer, Listen Notes, Bullhorn, Overcast, Pocket Casts, Castro, Castbox, Podfriend, Player FM, Podcast Index and Pandora.
Steinbacher, Goodall & Yurchak Named a Top 100 Organization by PA Business Central for Fourth Consecutive Year
Steinbacher, Goodall & Yurchak, an elder law firm with locations in State College, Williamsport, Wyalusing and Wysox, was named a Top 100 Organization by Pennsylvania Business Central in the 2022 version of its annual list of Top 100 organizations. This list by the business publication recognizes leading organizations in their chosen fields, "bringing new ideas, technology and services to their counties and spheres of influence." Nominees from PA Business Central's 23-county readership are submitted and the Top 100 are selected by an editorial committee due to their positive impacts in the business community of Central Pennsylvania.
This marks the fourth straight year that Steinbacher, Goodall & Yurchak has been named in the Top 100 Organizations list. It has also been included on this list several other times in the past, including in 2017. This honor follows Attorney Julie Steinbacher and Attorney Kathleen Yurchak being named to the 2022 list of Top 100 People by PA Business Central last month. Julie garnered that award for the fifth time, while this marked the first year that Kathleen was named to the list. Attorney Amos Goodall has also previously been named ot the Top 100 People. This latest honor adds to a string of recent honors for the firm and several of its associates. This list of recognition includes being named to U.S. News & World Report's "Best Law Firms" in Pennsylvania in 2018, and being awarded the Business Partnership of the Year by the PA Future Business Leaders of America in 2020. The firm was also named a Top 50 Woman Owned Business by PA Business Central last fall. Individually, Julie was named a Fellow of the American College of Trust and Estate Counsel in 2020, and to PA Business Central's Women Making a Difference list for the second straight year in 2021. Amos was presented with a 2021 Achieva Award of Excellence last year, as well as a Lifetime Achievement Award from the Legal Intelligencer in 2020. Additionally, five of the firm's attorneys — Julie Steinbacher, Amos Goodall, Landon Hodges, Jenna Franks and Brittany Smith — were named 2021 Super Lawyers and Rising Stars last year, marking the second straight year that five firm attorneys were on that annual rating service compiled by Thomson Reuters.
Steinbacher, Goodall & Yurchak is dedicated to helping its clients plan for their second half of life. The vision of the firm is to provide its clients with an individual and unique plan to protect their assets for future generations while providing for their immediate and future needs. Its mission is to provide protection in times of prosperity, security in times of uncertainty, and comfort in times of crisis.