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Many of my clients with aging parents spend a great deal of time, energy and money helping their parents maintain their independence by living at home. Those who are planning
Leaving a bequest to your preferred religious organization can be a great way to give back to your community and preserve your legacy. Often clients
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
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
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
This week, CNN premiered its newest talk show “Piers Morgan Tonight.” For his first guest, Piers interviewed another venerable TV personality, Oprah Winfrey. While their
If you’ve been successful in saving your wealth into your golden years, chances are you may be thinking of ways to share your good fortune
The power to make gifts can be a powerful and flexible tool in a well designed estate plan. However, if not carefully applied, the power
400 Trade Center Dr., Suite 7810
Woburn, MA 01801
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