Important COVID-19 Update: We offer free consultations via phone, video, or in-person. Here’s information about our process during this time.
When someone who doesn’t own a lot of assets passes away, voluntary administration might be an option. It’s basically a simplified version of probate for
It’s not a good idea to put a retirement account in a trust. In general, there are many good reasons to put an asset into
What exactly are “I love you” wills? It’s really just an informal term that refers to both spouses creating their wills to leave their entire
Trusts play a key part in estate planning since they provide great advantages for specific situations. So, let’s talk about the difference between a testamentary
A revocable trust is a very popular estate planning option. If a married couple wants to use that tool in their estate planning, they can
Protecting your aging parents at home is the key to helping them have a good quality of life. According to an AARP study, 90% of
High inflation is resulting in some adjustments to federal estate taxes and gift taxes for 2023. According to The Economics Daily: U.S. Bureau of Labor
MassHealth (Medicaid in Massachusetts) is a joint federal/state program that assists individuals with payment of long-term care and other medical costs. MassHealth is designed to
Many retirees rely greatly on their monthly Social Security checks, so it’s essential to understand what affects the size of your Social Security check. This
Even though it’s better to plan ahead for MassHealth, you can try to qualify for MassHealth last-minute by using an annuity. MassHealth (Medicaid in MA)
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