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 free resources!
Wills, Trusts, & Estate Planning
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5 Trusts That Can Wreck Your Estate Plan
Learn about 5 specific types of trusts and difference between them all. Don't sign a trust until you read this report! Request Information -
Estate Planning Checklist
Is Your Estate Planning Up To Date? Take this simple test to see if it is. Request Information -
Your Business, Your Money
Estate planning for business owners is among the most important, and most misunderstood, planning there is. Read this book to find out why! Request Information -
Estate Planning & Elder Law Seminars
We host FREE informational seminars on estate planning and elder law topics, such as MassHealth renewals, Wealth Preservation, and more. Request Information -
FREE 5-part Estate Planning Email Seminar
The idea of this email seminar is to help inform and educate people on the basics of estate planning in plain English. Request Information -
Estate Planning Strategies: Collective Wisdom, Proven Techniques
This book touches on all aspects of estate planning - from incapacity, tax minimization, and charitable giving, to retirement and business succession planning. Request Information -
10 Damaging Mistakes That Affluent People Make With Their Financial And Estate Planning
10 Damaging Mistakes That Affluent People Make With Their Financial And Estate Planning Request Information -
Planning Steps to take during COVID-19
Everything is different than it was even a week ago, and things are changing by the day. Sometimes, by the hour. Request Information -
Planning Ahead
Questions about Wills, Trusts, Medicaid, or Long-Term Care? We've got the answers! Mike has literally written the book on estate planning. Request Information -
Power of Attorney DeMystified
Learn What a Power of Attorney is, and Why You Might Need It. Request Information -
How to Avoid Estate Taxes
Estate taxes are the silent killer, because no one knows about them or how to avoid them, until it's too late. Request Information -
A Pet Trust
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 Wealth Preservation Planning
Learn what three documents you need and why traditional "Estate Planning" falls short. Request Information -
Top 3 Most Frequently Asked Questions in Estate Planning
How do you find a good probate and estate attorney? Attorney Michael Monteforte shares information designed to help you find the right lawyer. Request Information -
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. Request Information
Medicaid MassHealth Applications & Renewals
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Medicaid MassHealth Supporting Docs
MassHealth requires a lot of documents in order for your application to even be considered! Find out what documents they need, with this free downloadable list! Request Information -
The TOP Secret way to get Qualified for Medicaid!
Even if you think you have too much money to qualify for Medicaid, and you or a spouse needs to go in for long-term care, we can often still get you qualified. Request Information -
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 Long Game
"The Long Game: The Top 10 Reasons Your Massachusetts Long-Term Care Application Will Be REJECTED" Request Information
Elder Law & Long-Term Care Planning
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FREE 5-Part Long-Term Care Seminar!
The idea of this email seminar is to help educate people on how to pay for long-term care and how to protect your home and assets from long-term care expenses. Request Information -
My Parent Needs Long-Term Care, What Do I Do?
Learn all the tips and tricks from a long-term care expert! 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? Request Information -
What Medicaid Doesn't Want You to Know
Ever heard of the 5-year lookback? Or nursing home liens? Is there any way to protect your home and other assets? Attorney Michael Monteforte shows you how. Request Information
Probate
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How to Probate a Massachusetts Estate Without an Attorney
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 -
What To Do When A Loved One Passes Away Checklist
MA estates and probate attorney Michael Monteforte provides invaluable information and practical advice about steps to take after the death of a loved one. Request Information
General
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Legacy Protection Plan and Medicaid Eligibility Program
The stress-free way to manage your estate plan. Request Information -
DocuBank
A complete estate plan includes documents that put you in control of your health care. These documents let you choose who should make medical decisions for you Request Information -
The Albert Iamelli Sportsmanship Award & Scholarship
The Albert Iamelli Sportsmanship Award & Scholarship Request Information