Wills, Trusts, & Estate Planning
Make Sure Your Beneficiaries Match Your Estate Plan
Many types of property and investments pass outside of probate and allow you to designate who will receive them after...
Wills, Trusts, & Estate Planning
Many types of property and investments pass outside of probate and allow you to designate who will receive them after...
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...
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...
Wills, Trusts, & Estate Planning
It may become harder for Medicare beneficiaries to find home health care due to a new rule from the Centers...
Wills, Trusts, & Estate Planning
A power of attorney is a very important estate planning tool, but in fact, there are several different kinds of...
Wills, Trusts, & Estate Planning
Emotions can run high at the death of a family member. If a family member is unhappy with the amount...
Wills, Trusts, & Estate Planning
Nobody likes to think about the possibility of divorce early in a relationship, but when a marriage is over, it’s...
Wills, Trusts, & Estate Planning
Revolutionizing Estate Planning: The trust that gives you 20/20 Hindsight! Today, I’m thrilled to dive deeper into a topic that’s...
Strategic Planning Session Wealth Preservation Planning Wills, Trusts, & Estate Planning
Secrets to estate planning for cryptocurrencies Does your estate include any crypto? Bitcoin, Ethereum, others? If it does, you may...
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