In helping people plan for a MassHealth (Medicaid) application, I encounter many different financial entanglements that must be overcome prior to achieving eligibility for my clients. One particular obstacle has
I recently met with a Massachusetts estate planning client whose situation reinforced in my mind the need for regular estate plan reviews. This client had
On this blog, I often focus my articles on the estate planning basics that can benefit all Massachusetts families. While there are indeed many complex estate planning options available, it
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
In yet another sad example of the pervasiveness of debilitating mental health issues, earlier this week it was announced that famed Tennessee women’s basketball coach Pat Summitt has been diagnosed
The prospect of no longer being able to make our own decisions and take care of ourselves is something no one wants to think about,
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.
Despite the fact that the vast majority of Massachusetts seniors will face certain impoverishment should they require long-term care, MassHealth (Medicaid in Massachusetts) only accepts seniors who can meet extremely
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
As people age they are often confronted with new and confusing challenges and considerations. For example, after a lifetime of hard work, how can you be sure your assets will
