General Probate & Estates Wealth Preservation Planning Wills, Trusts, & Estate Planning
The Estate Planner’s Secret Weapon to Fight Against Taxes: Life Insurance Trusts People take out life insurance policies so that...
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 Wills, Trusts, & Estate Planning
A controversial policy that reduces the benefits of military spouses is on the way out. The so-called “widow’s tax” cuts...
Wills, Trusts, & Estate Planning
Many types of property and investments pass outside of probate and allow you to designate who will receive them after...
Mastering the Market: Insights from a Real Estate Expert Join us for a new episode of the “Mike’s Mic” podcast,...
MassHealth Long-Term Care Applications & Renewals
Medicaid law provides special protections for the spouses of Medicaid applicants to make sure the spouses have the minimum support...
Elder Law & Long-Term Care Planning Wills, Trusts, & Estate Planning
An Ohio appeals court rules that the state may recover Medicaid benefits from a Medicaid recipient’s interest in a retirement...
Wills, Trusts, & Estate Planning
In order to be eligible for Medicaid, you cannot have recently transferred assets. Congress does not want you to move...
Elder Law & Long-Term Care Planning
Medicare covers preventative care services, including an annual wellness visit. But confusing a wellness visit with a physical could be...
Elder Law & Long-Term Care Planning
The state will likely put a lien on the house while the resident is living and attempt to recover the...
You don’t need to have it all figured out. You just need a guide. Start with one step, and we’ll walk you through the rest.
Wills, trusts, & estate planning
special needs planning
MassHealth long-term care applications & renewals
elder law & long-term care planning
probate & estates
