Important COVID-19 Update: We offer free consultations via phone, video, or in-person. Here’s information about our process during this time.
Estate planning is a gift. No, it’s not one of those shiny new toys you unwrap and immediately add to your collection of favorite stuff.
Applying for long-term care benefits through MassHealth can be a complicated process in part because of the many rules governing how different assets are considered in determining eligibility. As I
Determining when your loved one is no longer able to fully care for themselves anymore is rarely an easy task. Often seniors are reluctant to admit they need help for
The goal of estate planning usually centers on protecting and caring for those closest to us. There can be little doubt then that making the
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
Recently, a client asked me to review the will of their elderly friend and I was reminded yet again how important it is to have
Most people know that properly managing their estate, whether modest or vast, is important for maintaining the security and stability of their family. However, like
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
Recently, a client came to me seeking emergency MassHealth planning assistance after her father’s health rapidly declined and he was admitted to a long-term care
Massachusetts offers several programs, covered by MassHealth, that allow both disabled children and elderly adults who need more help than family members can provide to get certain long-term-care services while
400 Trade Center Dr., Suite 7810
Woburn, MA 01801
Monday – Friday: 9am-5pm
Saturday/Sunday: CLOSED
