Clients come to my Woburn estate planning office with a desire to make a difference to the next generation. Obviously, there is a need to
When speaking with groups about Medicaid (MassHealth) planning, I often get asked about life insurance policies and how they will be treated when applying for MassHealth benefits. Many people simply
A recent court ruling in New York found the grandchildren of a nursing home resident liable for over $250,000 after a ‘fraudulent conveyance’ rendered her insolvent and ineligible for Medicaid.
Leading up to the New Year one of the hottest topics in the estate planning world was how the pending fiscal cliff and the negotiations
Gifting and other estate tax reduction strategies have been at the forefront of many estate planning discussions as we approach the holidays due to the
Estate tax planning as part of an overall estate plan has been a hot-button issue lately for many families who are concerned that the federal
For most Massachusetts residents, one million dollars is a sizeable estate. For Massachusetts estate tax planning, the $1M mark is an important threshold because that
Creating a life estate in Massachusetts can help protect your investment in your home, keep an important asset in the family and reduce your estate
Many Massachusetts residents consider trusts to be the tools of the super wealthy, but in reality trusts can be an important tool for any Massachusetts
Many parents want to leave a legacy for their children but worry that when their child inherits from them, those assets will be at risk.
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