General Wills, Trusts, & Estate Planning
How frequently should I review my estate plan?
As a general rule, we suggest that you review the plan yourself every year. We suggest you have a call...
Elder Law & Long-Term Care Planning MassHealth Long-Term Care Applications & Renewals
How does Medicaid MassHealth’s Five-Year Look-Back Work?
People looking for assistance with paying for long-term care often turn to Medicaid MassHealth applications for help. What most people...
Wills, Trusts, & Estate Planning
How Much Does Estate Planning Cost?
Many people call and ask us how to get started with their planning. Sometimes, the best advice I can give is...
Elder Law & Long-Term Care Planning
How to Pay for Long Term Care in Massachusetts
Usually through direct private payment, insurance policies, or asset reallocation, and Medicare assistance. There are different types of long-term care, including...
Elder Law & Long-Term Care Planning MassHealth Long-Term Care Applications & Renewals Wealth Preservation Planning
How to Protect a Spouse When Going on MassHealth
This is an important concern. You need the benefits of MassHealth to pay for your long-term care and your spouse...
Elder Law & Long-Term Care Planning Strategic Planning Session Wealth Preservation Planning Wills, Trusts, & Estate Planning
Is LGBTQ+ planning different from other types of planning?
The short answer is in some ways, yes, and in some ways no. Estate planning for individuals and families boils...
Wills, Trusts, & Estate Planning
Irrevocable Trusts or Medicaid Trusts in Massachusetts
Can an irrevocable trust help you protect your assets? Irrevocable trusts can be a valuable tool for Wealth Preservation Planning....
General Strategic Planning Session Wills, Trusts, & Estate Planning
Is Monteforte Law the right fit for you?
Is Monteforte Law, P.C. the right fit for you? It took me twenty years of being a lawyer to realize...
Wills, Trusts, & Estate Planning
Massachusetts Durable Power of Attorney
A durable power of attorney, also known as a POA or DPOA, is a written document in which you, as...
MassHealth Long-Term Care Applications & Renewals
Is the MassHealth Medicaid renewal application easy to do?
The quick answer is NO! The government wants you to think that this Medicaid renewal application is a simple thing,...