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...
General Wills, Trusts, & Estate Planning
Digital Afterlife: The Importance of Estate Planning Today
Digital Afterlife: The Importance of Estate Planning Today In today’s fast-paced digital world, estate planning has taken on a new...
Employment Programs For Young Adults With Disabilities
Supporting Young Adults with Disabilities in Employment Programs In a significant stride toward fostering inclusivity and empowering young adults with...
Wills, Trusts, & Estate Planning
Estate Planning Is Essential for Unmarried Couples
While estate planning is important for married couples, it is arguably even more necessary for couples that live together without...
Wills, Trusts, & Estate Planning
Don’t Leave Children Unequal Shares By Mistake
Siblings do not always receive equal shares of a parent’s estate. Sometimes the inequality is intentional and sometimes it is...