Wealth Preservation Planning Wills, Trusts, & Estate Planning
Case Study: Ben and Leslie
Leslie and Ben are a married couple in their mid-40’s. Both Leslie and Ben work and, being in their prime...
MassHealth Long-Term Care Applications & Renewals
Caring For A Loved One With Dementia
When Lesa Abajian-Sullivan’s mother, Marianna (not pictured), was diagnosed with mild cognitive impairment in 2008, the Seattle chef understood it...
Elder Law & Long-Term Care Planning Wills, Trusts, & Estate Planning
Caring for Aging Parents Overview
Caring for your aging parents can seem like a daunting task. It involves understanding and making decisions about services and...
General Wealth Preservation Planning
Success Story: High-Net-Worth Families
A Wealth Preservation Success Story: High-Net-Worth Families In this success story, we have a married couple in their late 60s...
Wealth Preservation Planning Wills, Trusts, & Estate Planning
Case Study: Planning after a diagnosis
Sadly, it happened again. A client passes away without a plan in place. Well, almost. Thanks to my amazing team,...
Memories and Motorcycles
When: Pre-recorded Event – You can watch or listen anytime! Watch the webinar now on YouTube or listen to the podcast version on Spotify!...
Elder Law & Long-Term Care Planning MassHealth Long-Term Care Applications & Renewals
Case Study: MassHealth Medicaid Application
I had clients, a husband and a wife, and the husband was suffering from dementia. His wife and extended family have helped...
Elder Law & Long-Term Care Planning MassHealth Long-Term Care Applications & Renewals
Choosing a Long-Term Care Facility
Although it may be preferable for seniors to end up in an assisted care facility or retirement home, many seniors...
Elder Law & Long-Term Care Planning
Court Must Take Medicaid Law Into Account
Nursing home resident Michael Declerck received Medicaid benefits. His wife, Rosemary Declerck, sought a protective order under state law, claiming...
Elder Law & Long-Term Care Planning Podcasts & Webinars
Death With Dignity – The Webinar
When: Pre-recorded Event – Watch anytime! Why: Attorney Michael Monteforte invites John Berkowitz to talk about the Death With Dignity Act and where the...