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
When someone begins looking into planning or applying for MassHealth (Medicaid in Massachusetts) benefits they often receive a lot of well intentioned advice from friends and loved ones. The fact
There are many reasons why a person might want to transfer their Massachusetts real estate as part of their overall estate plan. Perhaps they want
The children of aging parents often end up acting as caretaker, either part-time or full-time, as their parent’s health and self-sufficiency declines. While planning ahead for MassHealth (Medicaid) benefits is
It’s everyone’s fantasy: a long lost relative you never knew you had passes away and in his will leaves you his entire estate, including an
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