Wealth Preservation Planning Wills, Trusts, & Estate Planning
What is a life insurance trust?
A life insurance trust often called an “ILIT”, is a trust that holds your life insurance policy. These trusts cover...
Wealth Preservation Planning Wills, Trusts, & Estate Planning
A life insurance trust often called an “ILIT”, is a trust that holds your life insurance policy. These trusts cover...
MassHealth Long-Term Care Applications & Renewals Wills, Trusts, & Estate Planning
If you are applying for long-term care through MassHealth, a Burial Trust is something that can help get you qualified...
Elder Law & Long-Term Care Planning
What is Guardianship in Estate Planning? Guardianship is a legal process where a court appoints an individual, known as a...
Wills, Trusts, & Estate Planning
What is the 20/20 Hindsight Trust? The 20/20 Hindsight Trust is an innovative estate planning tool that combines the flexibility...
MassHealth Long-Term Care Applications & Renewals
One of the most common questions we get at Monteforte Law is “What is the difference between Medicaid and Medicare?...
Elder Law & Long-Term Care Planning
What is Conservatorship in Estate Planning? Conservatorship is a legal process in which the court appoints a conservator to manage...
Elder Law & Long-Term Care Planning General Wealth Preservation Planning Wills, Trusts, & Estate Planning
What is Trust Administration? When you have a Trust as part of your estate plan, you have to choose someone...
Wills, Trusts, & Estate Planning
What Makes Estate Planning for Veterans Different? Estate planning for veterans differs significantly from traditional estate planning due to the...
Elder Law & Long-Term Care Planning General Wills, Trusts, & Estate Planning
Whether you have a Trust from our firm or a previously existing Trust, it’s crucial that it is properly funded....
Wealth Preservation Planning Wills, Trusts, & Estate Planning
How do you choose who makes decisions for you when you die or become incapacitated (coma, deteriorating mental state, etc.)? 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