Potential Tax Implications of Transferring Your Home to the Kids
Many seniors look to provide for their family by transferring their home to their children. The home often represents a family’s largest asset, as well
Many seniors look to provide for their family by transferring their home to their children. The home often represents a family’s largest asset, as well
Deciding which nursing home would be the best place for a loved one needing either a short-term stay after a hospital visit or a more
I would like to wish all the mothers out there (especially my own) a very happy Mother’s Day. I would also like to take this
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
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
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