Wills, Trusts, & Estate Planning
Blended Families & Divorce: Your Estate Planning FAQ
Families & Divorce: Your Estate Planning FAQ 1) Why is estate planning so important for blended families? A// Because without it,...
Wills, Trusts, & Estate Planning
Families & Divorce: Your Estate Planning FAQ 1) Why is estate planning so important for blended families? A// Because without it,...
General Wills, Trusts, & Estate Planning
Can’t you just write your own Will, in a notebook or on a slip of paper? What about on a...
Elder Law & Long-Term Care Planning MassHealth Long-Term Care Applications & Renewals Wealth Preservation Planning Wills, Trusts, & Estate Planning
The answer is an emphatic NO. This is one of the BIGGEST MISTAKES that people make. A transfer of your home...
Wealth Preservation Planning Wills, Trusts, & Estate Planning
I think everyone in America will agree that the divorce process is not fun. Even when people are in such...
General Wealth Preservation Planning Wills, Trusts, & Estate Planning
What is a GRAT? A GRAT is an irrevocable trust where the trust creator (called the “grantor”) transfers assets to...
Elder Law & Long-Term Care Planning MassHealth Long-Term Care Applications & Renewals
Do I have too much money to qualify for Medicaid MassHealth? The Answer might surprise you… One of the most...
What types of businesses do you work with? We work with businesses of all sizes, from small family-owned companies to...
Elder Law & Long-Term Care Planning Wills, Trusts, & Estate Planning
One of the most common conversations I have with clients is centered on choosing a trustee for their Trust. If...
General Wills, Trusts, & Estate Planning
What About My Fur Babies? When people think of estate planning, they often think of things like making sure their...
Elder Law & Long-Term Care Planning Strategic Planning Session Wealth Preservation Planning Wills, Trusts, & Estate Planning
What is Cryptocurrency or Digital Currency? Lots of people ask us “What the heck is cryptocurrency anyway?” so let’s start...
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