We offer these free resources to anyone who asks because we are committed to educating people about the benefits of estate planning and the importance of thinking about what will happen to your family and your assets if you become unable to care for yourself. We invite you to request a free resource!
Strategic Planning Session
-
Things are changing by the day. Sometimes, by the hour.
Everything is different than it was even a week ago, and things are changing by the day. Sometimes, by the hour. Request Information
Wills, Trusts & Estate Planning
-
Free Book Helps You Understand Everything You Need to Know to Protect Your Income and Your Assets from the IRS and Greedy Family Members
Got questions about Wills, Trusts, Medicaid, or Long-Term Care? Want to learn how to take care of your family or your aging parents? We've got the answers! Mike has literally written the book on estate planning. This is a comprehensive guide that tells it all. Request Information -
Power of Attorney DeMystified
Learn What a Power of Attorney is, and Why You Might Need It. Request Information -
Death and Taxes - A Legal Guide
We all hate paying taxes. No one wants to give their money to the IRS or state government. Most people don't know that they could be paying even more money to the government than they think! Estate taxes are the silent killer, because no one knows about them or how to avoid them, until it's too late. Request Information -
The Pet Trust is the best way to protect your pet if you become ill or pass away. It's the right thing to do.
Pets are part of the family. We need to provide for them, even if we are gone. Consider a Pet Trust - your four-legged friend is worth it! Request Information -
The “Big 3” of Estate Planning: Three Documents You Can’t Live (or Die) Without
Do you even need an estate plan? And if so, what is an estate plan anyway? Avoid the most common pitfalls that can lead to a disaster for your family. Learn More -
Shhh..Top Secret Information Ahead. Estate Lawyers don't like us to give out this info, so let's keep it between us.
How do you find a good probate and estate attorney? Attorney Michael Monteforte shares information designed to help you find the right lawyer. Learn More -
The Dangers of the "Simple" Estate Plan
Don't let them pull the wool over your eyes! Read this report before shelling out your money for any type of "simple" Will or Estate Plan. Learn More
Elder Law
-
5 Reasons Your MassHealth Long-Term Care Application Will Get Denied
Are you interested in applying for MassHealth Long Term Care coverage in your home or in a facility? If so, you need an experienced attorney on your side! Request Information -
The Secrets to Paying for Long-Term Care
Worried about Mom and Dad? Every kid wants to take care of their parents. They raised you, did everything for you. How do you get them the best care? Learn More -
In the Medicaid game, does the government hold all the cards? Not if you have this Ace up your sleeve...
Ever heard of the 5-year lookback? Or nursing home liens? Is there any way to protect your home and other assets? MA estate planning attorney Michael Monteforte shows you how. Learn More
Estates & Probate
-
Attorney's HATE that we give out this information. Here's how to probate an estate without a lawyer. Michael gives step by step instructions.
Can you probate an estate yourself? Do you even need a lawyer? Michael explains when and how to probate an estate without an attorney. Request Information -
Checklist: What To Do When a Loved One Passes
MA estates and probate attorney Michael Monteforte provides invaluable information and practical advice about steps to take after the death of a loved one. Learn More
General
-
Take Control of Your Health Care with DocuBank
A complete estate plan includes documents that put you in control of your health care. These documents, known as advance directives, let you choose who should make medical decisions for you if you’re unable to communicate. Request Information -
The Albert Iamelli Sportsmanship Award & Scholarship
The Albert Iamelli Sportsmanship Award & Scholarship Request Information