Last week I was part of a panel of speakers at the Life Planning Exchange (LPX) launch party in Boston. LPX, founded by Lisa A. Maini, is designed to help
Alzheimer’s, like any form of dementia, can be devastating to Massachusetts families physically, emotionally and financially. Most of the clients I work with who are either personally affected by this
A recent CNN Money article made me think of the problem I see families dealing with most in estate planning: overcoming procrastination. The article, citing
Recently I read an article on the various strategies available for achieving success in elder care using the acronym “SOS” to illustrate the path toward creating a positive solution. With
Planning ahead for potential disability and long-term care needs is essential to the goals of many Massachusetts families. However, how savings are achieved through estate planning can be difficult to
Over the past few months I have had the pleasure of speaking to several groups of seniors and their loved ones about estate planning and
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
Perhaps you’ve written your will and prepared your other estate planning documents, and you are feeling at ease about the state of your affairs. Well
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
The absolute worst time to broach a conversation with an elderly parent about issues like powers of attorney, where he/she eventually might reside and medical costs is after an emergency
