I’m sure you have heard the terms “will” and “trust”, but do you really know the differences between the two? Wills and trusts are both
If you have a “living” trust your assets are still NOT safe from long-term care costs. Here’s a free tip that even ‘savvy’ estate planning clients are often unaware of:
Whether in Massachusetts or elsewhere, estate planning with trusts can ensure your family’s safety. A recent legal battle showed exactly why adding a trust to
The time and expenses involved with probate in Massachusetts often lead clients to seek ways to avoid it by consolidating their estate in a trust.
The probate process can be expensive and time consuming for your heirs; it can also be a real emotional drain. Imagine then, putting them through
In 2005, the Federal Government passed the Deficit Reduction Act (DRA), which included changes to the MassHealth eligibility rules that greatly affect the way Massachusetts seniors can handle their finances
A pourover trust is actually a bit of a misnomer; in fact, it is a revocable living trust combined with a pourover will. Together, these
With long-term care costs reaching $90,000 per year in Massachusetts, a long-term nursing home stay can easily impoverish all but the wealthiest of families. However,
An Estate Plan with Good Intentions Apparently even the smartest people can cause havoc for their families without a well thought out estate plan in
Life insurance policies can be a great way to provide for your loved ones after you are gone, however they can also have some unintended
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