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Posts
- Charitable Trusts: How to Make Sure Your Wishes Are Followed
- Adding Your Kids to Your Deed May Be Some of the Worst Estate Planning Advice You Ever Receive
- Check Out Our September Newsletter!
- What Happens to Dolly Parton’s Estate?
- Why More Massachusetts Families Don’t Use ILITs Is Beyond Me
- Revocable Trust and Your Home: What Actually Changes?
- Check Out Our July Newsletter!
- What Liam Payne’s Son’s $28 Million Inheritance Teaches Us About Estate Planning
- Why downsizing in retirement is no longer the easy answer
- What Jelly Roll’s Divorce Reminds Us About Updating Your Estate Plan
- Monteforte Law Is Now a BBB Accredited Business
- Why Wealthy Families Choose Monteforte Law
- Check Out Our May Newsletter!
- Why Most Estate Plans Fail Even When the Documents Are Fine
- Chuck Norris Didn’t Lose His Final Fight… But His Estate Might
- Hulk Hogan, Disinheritance, and When Family Drama Becomes Financial Reality
- The Day I Almost Missed It, And Why I’ll Never Let That Happen Again
- A Farewell to Catherine O’Hara and the Estate Planning Lessons of Moira Rose
- We Put AI Estate Planning to the Test, and It Failed. Here’s What Went Wrong.
- Home for the Holidays? Here Are 7 Signs of Dementia to Look for in Your Family
- Rob Reiner’s Estate: How Inheritance Laws Apply After Son’s Arrest
- The Cost of Control: How One Estate Plan Mistake Could Cost a Family Their Inheritance
- Outdated, Invalid, and Dangerous: This Estate Plan Was a Dumpster Fire, and It Was Just One Year Old
- The Blended Family Time Bomb: How Failing to Plan Can Destroy Your Legacy
- Google Is Not Your Friend When It Comes to Estate Planning
- Why Choosing a Boutique Estate Planning Law Firm is the Smartest Move You’ll Ever Make
- Can I Disinherit My Spouse in Massachusetts?
- Ozzy Osbourne Lived Loud, But He Didn’t Die Careless.
- Did Bill Belichick Just Throw a Flag on His Own Finances?
- Avoid These 3 Costly MassHealth Medicaid Mistakes
- The Menendez Brothers: A Crime That Shocked the Nation
- Menendez Brothers Resentenced
- Who We Don’t Work With (And Why That’s a Good Thing)
- Understanding Louisiana’s Unique Estate Laws
- Karen Read: Murder, Probate, and a Missing Will
- Gene Hackman’s Estate Nightmare
- Your Retirement Account Is at Risk!
- "Aren’t All Law Firms the Same?" Think Again.
- How a SLAT Saved Our Client Millions in Taxes!
- Beating the Estate Tax: A Monteforte Law Success Story
- Attorney Bios That Tick Me Off!
- Tony Bennett’s Estate: Why the Right Trustee Matters
- Why Using LegalZoom for Your ILIT Is a Ridiculous Idea
- Why January is the Prime Time for Estate Planning
- Estate Tax Secrets Massachusetts Doesn’t Want You to Know
- The Sandwich Generation: Securing Your Family's Future
- Greed Over Compassion: Leaders Exploit the Needy
- From Laundry to Naps: The Hidden Costs of Remote Work
- Estate Tax Loopholes Are Closing in 2024 No Matter Who Wins
- Sinking Ship's Lesson on Estate Planning
- Is Your Estate Plan a Match for Your Family’s ‘Tonia’?
- Dementia: A Lawyer's Heartbreaking Last Day in Court
- Faking Your Own Death: Not Exactly Sound Estate Planning
- Estate Planning with 'The Boys': Craft a Legacy Like a Hero
- Massachusetts’ “Fair-Share Tax” Debacle: Crushing High-Income Earners While Celebrating a False Victory
- Having Money Doesn’t Pay
- Million Dollar Cat
- The Crucial Divide: Estate Planning vs. Elder Law
- Jay Leno’s Lesson in Last-Minute Estate Planning
- Home for the Holidays
- Estate Planning Stinks
- Who Can Inherit Aaron Carter's Estate?
- Don't Leave A Mess For Your Family!
- Die Hard Diagnosis
- Crypto Estate Planning in Massachusetts
- I would do anything for an estate plan.
- And The Gambler He Broke Even...We Hope!
- Legal Burnout
- Chadwick's Estate: An Update
- Estate of Bond, James Bond - Licensed To Will
- Everyone Wants Some Estate Planning
- The Truth About Trusts: What Your Lawyer Isn’t Telling You
- The Mandalorian - Behind the Scenes
- How can we not talk about Tiger King?
- Three Must-Haves for Ric Ocasek’s Estate – You Might Think!
- Compare Continuing Care Retirement Communities in Mass
- Why Every Parent Needs These Documents for Their Kids!
- What is a Lady Bird Deed?
- What I hope Tony Stark Did for His Daughter
- What Happened to Your Estate, Brittany Murphy?
- Wealth Preservation vs. Estate Planning: Ask Al Pacino
- Stephen ‘tWitch’ Boss died without a Will
- Station 19 - A dad, a death, and a messy situation!
- Reflecting back on 2022 and Welcoming 2023
- Our Recent Court Success Against MassHealth
- O.J. Simpson: A Controversial Figure through the Lens of Estate Planning
Legal Library Posts
- Serving as a Guardian? The Probate Court Is Paying Closer Attention.
- Check Out Our March Newsletter!
- 6 Reasons You're Putting Off Writing a Will and how to Stop!
- A Very Festive Podcast!
- Attorney Michael Monteforte was on The Attorney Post!
- Can you DIY your Estate Plan?
- Case Study: How low will MassHealth go to disqualify you?
- Dear Mom and Dad: Are Your Finances Ready for Retirement?
- Heir vs. Beneficiary: What Sets Them Apart?
- Estate Planning: Where Do I Start?
- How Secure, and Private, Is Zoom?
- Is Your Estate as Planned As You Think?
- Learn the Importance of Planning for Long-Term Care!
- Medicaid Can Still Make You Pay!
- Learn About Different Kinds of Trusts!
- Learn How to Probate an Estate in Florida
- So good, they are all copying us!
- The Impact of Choosing the 20/20 Hindsight Trust
- Smart College Giving: Use a Retirement Protection Trust™
- The Retirement Protection Trust™
- The Monteforte Law Wealth Preservation System™
- The Unthinkable Happened to my Co-Parent...
- Why a GRAT might be the perfect way to protect your crypto!
- 4 Reasons to Review Your Will
- 7 Tech Devices That Help Seniors Live Happier Healthier Life
- Transfer to Special Needs Pool Trust creates Penalty Period
- A Letter of Competency Should Be Part of Every Estate Plan
- 8 Tips for Having 'The Talk' with Elderly Parents
- Retirement Account Distribution Must Be Made After Death
- Agent Withdrew Money for Medicaid Planning Purposes
- About Home Healthcare
- Advantages of a Qualified Personal Residence Trust
- Aging with Dignity
- Annuity Payments Not Available to Medicaid Applicant
- Applicant's Irrevocable Trust
- Art, Antiques, and Estate Planning: Preserving Your Cultural Legacy
- Buried items in Trump’s budget call for changes to Medicare
- Attorney Mediation for Will and Trust Disputes
- Case Study: Ben and Leslie
- Caring For A Loved One With Dementia
- Caring for Aging Parents Overview
- Success Story: High-Net-Worth Families
- Case Study: Planning after a diagnosis
- Memories and Motorcycles
- Case Study: MassHealth Medicaid Application
- Choosing a Long-Term Care Facility
- Court Must Take Medicaid Law Into Account
- Death With Dignity - The Webinar
- Digital Afterlife: The Importance of Estate Planning Today
- Employment Programs For Young Adults With Disabilities
- Estate Planning Is Essential for Unmarried Couples
- Don't Leave Children Unequal Shares By Mistake
- Estate Planning Is More Important Than You Think
- Estate Planning When You Have a Stepfamily
- Finding Connections And Comfort At The Local Cafe
- Forever Learners
- Generation-Skipping Trusts
- Guiding Seniors to New Beginnings
- High-End Caregiving: EPOCH's Dementia Care Facilities
- Home Health Care Cuts
- How Monkeypox Highlights the Urgent Need for Estate Planning
- How to Fight a Nursing Home Discharge
- How to Find Out if a Loved One Had a Will
- How to Know If I Need an Estate Plan
- How To Market Your Business
- How to Safeguard Your Family Home from Medicaid Liens
- How to Screen for Elder Fraud and Abuse
- How to Write a Legacy Letter
- Immigration Policies Cause Shortage of Caregivers for Elders
- IRS Issues Long-Term Care Premium Deductibility Limits
- Learn About Cooperative Elder Services
- Keeping the Law in Check
- Learn About Divorce & Family Law
- Learn about Niche Marketing
- Learn About the Alzheimer's Association
- Learn How ABC Home Healthcare Can Help You at Home
- Life Insurance Trusts - The Estate Planner's Secret Weapon
- Life Lessons Become Law Lessons
- Long-Reviled Military ‘Widow’s Tax’ Is Finally Being Phased Out
- Make Sure Your Beneficiaries Match Your Estate Plan
- Mastering the Market: Insights from a Real Estate Expert
- Medicaid Protections for the Healthy Spouse
- Medicaid May Recover Wife’s Interest
- Medicaid's Asset Transfer Rules
- Medicare - Know the Difference: Wellness Visit vs Physical
- Medicaid's Treatment of the Home
- Medicare's Treatment of Two Main Post-Hospital Care Options
- Medicare Appeal Navigation
- Our Referral Program: Earn Fees & Strengthen Client Loyalty
- My Mad Packers
- New Rule Makes It Harder to Get Home Care
- Learn about New Horizons at Choate
- Police Encounters
- Open Medicare data helps uncover potential hidden costs
- Powers of Attorney Come in Different Flavors
- Preventing a Will Contest
- Protecting Heirs After a Divorce
- Protecting Assets From Long-Term Care Costs
- Protecting Your House from Medicaid Estate Recovery
- Representatives Can't Sue State on Behalf of Beneficiaries
- Revolutionizing Estate Planning
- Richard Simmons' Estate: Why a Solid Estate Plan Matters
- Secrets to Estate Planning for Cryptocurrencies
- Securing Your Company's Future
- Small Business and Employment Law
- Starting From Scratch
- Special Needs Planning
- State Ignoring Appraised Value of Medicaid Applicant’s House
- Steps to Take When a Loved One Passes Away
- Stimulus Check Will Not Affect Medicaid Eligibility
- Stunning Facility Designed for Severe Dementia Patients
- Succeeding as a Business Owner
- The $1.5 Million Estate Planning Error You Can’t Make
- The 2020 Social Security Increase Will Be Smaller than 2019s
- The Dangers of Dying Without a Will
- The Difference
- The Future of Estate Recovery that Different States Approach
- The Future of Retirement Planning: Changes Coming in 2025
- The Importance of Teamwork
- The Most Important Estate Planning Documents
- The Myth of "I'm Too Young For Estate Planning"
- This Is What Life Without Retirement Savings Looks Like
- Creating Estate Plan that Benefits Child with Special Needs
- Types of Trusts Helpful When Creating a Estate Plan
- Trump’s Proposed Budget
- Understanding How Assets Are Distributed in a Will
- Using Technology to Assist Clients Remotely
- What Is Asset Protection Planning?
- The Difference Between a Living Will and Do-Not-Resuscitate
- What is the Elder Abuse Prevention & Prosecution Act
- What to Do If You Are Appointed Guardian of an Older Adult
- When the Unexpected Happens, with Kelly James
- Why elder law is a growing, 'anything-can-happen practice'
- Why Should a Will Be Part of an Estate Plan
- Why Elder Law Attorneys Aren’t Just for Seniors
- Why You Need An Aging Life Expert
- November Newsletter 2025
- Monteforte Law September Newsletter
- Monteforte Law P C July 2025
- MLaw News May 2025
- Monteforte March 2025
- Monteforte Law, P.C. January 2025
- Monteforte Law November Newsletter
- Monteforte Law, P.C. September 2024
- Monteforte July 2024
- Monteforte Law, P.C. May 2024
- AP Monteforte NEWS March2024 PP DM KJ RTP
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- AP Monteforte NEWS Sept2023 PP DM KJ RTP
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- MassHealth Asset Allowances 2023
- AP Monteforte NEWS Nov2022 PP DM KJ RTP
- AP Monteforte NEWS Sept2022 PP DM KJ RTP
- July 2022 Monteforte newsletter
- Monteforte Law May 2022
- Monteforte Law March 2022
- Monteforte Law February 2022 Newsletter
- Jan 2022 newsletter
- Monteforte Law P.C. December 2021
- Monteforte Law November 2021
- Monteforte Law October 2021 Newsletter
- Monteforte Law September 2021 Newsletter
- Monteforte Law P C August 2021
- July 2021 Monteforte Newsletter
- Monteforte Law June Newsletter 2021
- May 2021 Newsletter
- Monteforte Law April 2021
- Monteforte Law March 2021
- Monteforte Law February 2021
- AP Monteforte NEWS Jan2021 PP DM KJ RTP
- Monteforte Law December 2020
- Monteforte Law November 2020
- AP MonteforteLaw NEWS OCT2020 PP DM KJ RTP
- Monteforte Law June 2020
- Monteforte Law May 2020
News Posts
- Tragedy at Gabriel House
- Proposed Medicaid Cuts Could Devastate Massachusetts Families
- Upcoming Social Security Changes: What You Need to Know
- A Harsh Reminder: Seniors Targeted in Phone Scam
- The Reality of Six-Figure Salaries in Massachusetts
- MassHealth enrollment down by more than 110,000
- Massachusetts Claims Top Spot for Families in 2024
- Key Federal Tax Updates for 2024 Estate Planning
- MA Special Education System Under Federal Investigation
- Navigating the Looming Elder-Care Crisis in America
- The Silent Crisis of Homelessness Among MA Seniors
- Navigating the Challenges of Aging
- It's Estate Planning Awareness Week!
- Family Feuds Rise Due to Lack of Estate Planning
- Advancements in Alzheimer's Research
- The Risks of Using AI for Estate Planning
- The Startling Truth About Medicaid Disenrollment
- How Your Will Can Protect Your Child With Disabilities
- What you need to know about Special Needs Trusts
- Long-Term Care Planning for LGBTQ+ Seniors
- The Entrepreneur's Trust
- The State Is Preparing for MassHealth Coverage Drop
- Why You Should Do Your Estate Plan Sooner Rather Than Later
- What to expect in the mail from MassHealth
- Planning For Your Digital Legacy
- You May Be At Risk Of Losing Medicaid Coverage
- Prevent CareGiver Burnout with Respite Care
- Choosing An Executor
- Why You Should Prepare For The Unexpected
- How To Settle Your Loved One’s Estate After They Pass Away
- When Is a Nursing Home Eviction Legal, and What Can I Do?
- Millennial Estate Planning Rises
- Medicaid Recoups a Larger Share of Injury Settlements
- Tax Reform Changes
- The Hazards of Do-it-Yourself Estate Planning
- When Is It Too Late to Create a Will, Trust or POA?
- Lawyers of Distinction 2020
- How to Handle Sibling Disputes Over a Power of Attorney
Video
FAQs
- What happens at a MassHealth fair hearing if my application is denied?
- What should I change in my estate plan when moving out of Massachusetts?
- I moved to Massachusetts with an out-of-state will or trust. Does it still work?
- Who can open a safe deposit box after someone dies in Massachusetts?
- What happens to firearms in an estate in Massachusetts?
- Does a trust or estate need its own tax ID number in Massachusetts?
- Which assets should not go into a revocable trust in Massachusetts?
- What happens when a minor inherits money in Massachusetts?
- What should I do if a holiday visit shows my parents need more help at home in Massachusetts?
- What is a Medicaid spend-down in Massachusetts, and does it mean spending everything?
- If my child gets divorced in Massachusetts, will their spouse get half the inheritance I leave them?
- Does a prenuptial agreement control what happens when a spouse dies in Massachusetts?
- What happens to a pension or annuity when someone dies in Massachusetts?
- Do payable-on-death and transfer-on-death accounts work in Massachusetts?
- How do I name a guardian for my minor children in Massachusetts?
- What is the difference between an heir and a beneficiary in Massachusetts?
- How do I get a copy of my DD214 or military discharge papers in Massachusetts?
- How do I apply for VA Aid and Attendance benefits in Massachusetts?
- What happens if a beneficiary dies before me in Massachusetts?
- Should I use a codicil or write a new will in Massachusetts?
- Can I decline to serve as trustee or personal representative in Massachusetts?
- Who gets the furniture and jewelry when someone dies in Massachusetts?
- What happens if an heir cannot be found during probate in Massachusetts?
- What Tax Returns Have to Be Filed After Someone Dies in Massachusetts?
- Who Pays the Bills Before a Personal Representative Is Appointed in Massachusetts?
- What Happens to a Car When Someone Dies in Massachusetts?
- Can a Personal Representative Sell a House During Probate in Massachusetts?
- Does a Personal Representative Need a Bond in Massachusetts?
- Can I Put My House in an Irrevocable Trust If I Still Have a Mortgage in Massachusetts?
- What Is a Trust Protector, and Do I Need One in Massachusetts?
- Can You Get a Mortgage or Refinance a House in an Irrevocable Trust in Massachusetts?
- What Legal Documents Does My Child Need at 18 in Massachusetts?
- Can You Change an Irrevocable Trust Through Decanting in Massachusetts?
- Is a Professional Trustee Better Than a Family Member in Massachusetts?
- Can a Spendthrift Trust Protect My Child’s Inheritance in Massachusetts?
- How Does Joint Ownership Affect an Estate Plan in Massachusetts?
- What Happens If a Trust Was Never Funded in Massachusetts?
- Can Someone Who Lives Out of State Be the Executor of a Massachusetts Estate?
- What Should Massachusetts Snowbirds Review in Their Estate Plan Before Heading South?
- What Happens When You Inherit an IRA? The Ten-Year Rule Explained
- What Is a Legacy Letter, and How Does It Fit Into Your Estate Plan?
- What Should the Sandwich Generation Plan For in Massachusetts?
- Can a Nursing Home Evict Someone for Nonpayment in Massachusetts?
- How Do Trust Distributions to Beneficiaries Work in Massachusetts?
- What Does a Successor Trustee Have to Do After a Death in Massachusetts?
- How Do You Get Power of Attorney for a Parent in Massachusetts?
- What Should Be on an Estate Planning Checklist in Massachusetts?
- Can Medicare Take Your House in Massachusetts?
- Can the Executor of a Will Also Be a Beneficiary in Massachusetts?
- Can You Use a Lady Bird Deed in Massachusetts?
- How Should My Financial Advisor and Estate Planning Attorney Work Together?
- Can I Pay a Family Member to Care for Me in Massachusetts?
- What’s the Difference Between a Homestead Declaration and an Asset Protection Trust?
- Can I Give Money to My Adult Children Without Affecting MassHealth?
- Can You Sell a House in an Irrevocable Trust in Massachusetts?
- What Is a Step-Up in Basis, and Should I Gift My House to My Children?
- What Happens to Someone’s Debts When They Die in Massachusetts?
- Who Keeps the Original Will in Massachusetts, and What if It Can’t Be Found?
- Are Wills Public Record in Massachusetts?
- Is There a Deadline to File Probate After Someone Dies in Massachusetts?
- Do IRAs, 401(k)s, and Life Insurance Go Through Probate in Massachusetts?
- What’s the Difference Between Informal Probate, Formal Probate, and Voluntary Administration in Massachusetts?
- What Does a Personal Representative Have to Do in Massachusetts?
- How Much Does Probate Cost in Massachusetts?
- Do You Need a Second Probate If You Own Property Outside Massachusetts?
- How Much Can an Executor or Trustee Be Paid in Massachusetts?
- What Qualifies Someone for Nursing-Home Level of Care in Massachusetts?
- What’s the Difference Between Assisted Living, a Rest Home, and a Nursing Home in Massachusetts?
- How Does a Bypass Trust Help Married Couples Use Both Massachusetts Estate Tax Exemptions?
- What Is a Letter of Competency, and Do You Need One in Massachusetts?
- What Is a Generation-Skipping Trust, and Do I Need One in Massachusetts?
- Can You Set Up an Irrevocable Trust Online in Massachusetts?
- Can an Executor Decide Who Gets What in Massachusetts?
- How Can You Tell If an Estate Planning Firm Is Any Good?
- How Long Does Probate Take in Massachusetts?
- What Is Probate in Massachusetts and When Is It Required?
- Guardianship & Conservatorship FAQs
- Long-Term Care Planning, MassHealth, and Protecting Assets in Massachusetts
- Blended Families & Divorce: Your Estate Planning FAQ
- Does a Will Need to Be Notarized in Massachusetts?
- Can you just transfer your home to your children or add them to your deed?
- How does divorce affect your estate plan in Massachusetts?
- What Is a GRAT, and How Does It Transfer Wealth Tax-Free?
- Do I have too much money to qualify for Medicaid MassHealth?
- How Do I Choose the Right Trustee for my Trust?
- How do you ensure your pet will be well cared for?
- Can You Name a Beneficiary on a Coinbase Account? Crypto and Your Estate Plan
- How frequently should I review my estate plan?
- How does Medicaid MassHealth’s Five-Year Look-Back Work?
- How Much Does Estate Planning Cost?
- How to Pay for Long Term Care in Massachusetts
- How to Protect a Spouse When Going on MassHealth
- What Should LGBTQ People Know About Estate Planning in Massachusetts?
- Irrevocable Trusts or Medicaid Trusts in Massachusetts
- Is Monteforte Law the right fit for you?
- Massachusetts Durable Power of Attorney
- Is the MassHealth Medicaid renewal application easy to do?
- Massachusetts Estate Taxes
- Massachusetts Health Care Proxy
- Massachusetts Inheritance Laws: Who Inherits When There Is No Will?
- MassHealth Eligibility
- Protecting a Home From Medicaid in Massachusetts
- Should ChatGPT Draft Your Estate Plan?
- What are my rights as a nursing home resident?
- What is Special Needs Planning?
- What Is a Life Insurance Trust (ILIT) in Massachusetts?
- What Is A Burial Trust?
- What is Guardianship in Estate Planning?
- What is the 20/20 Hindsight Trust?
- What is the difference between Medicaid and Medicare?
- What is Conservatorship in Estate Planning?
- What Is Trust Administration in Massachusetts?
- Estate Planning for Veterans in Massachusetts: Protecting the Benefits You Earned
- What is Trust Funding?
- Who should I choose as my Executor and Power of Attorney?
- Why I Need an Estate Planning Attorney
- Do I need a Will or Trust?