Estate Planning and Elder Law

Puzzles Worth Solving

Our mission is to inspire, educate and motivate our clients to control their future, maintain flexibility, and experience the resulting peace of mind and sigh of relief.

We make your life easier and simplify life’s challenges. We help our clients control decision making, pay less for estate taxes or nursing home care, or even find a great local electrician. If we don’t do it, we have the name and number of someone who’s great at it in our network – and we’d be happy to refer you.

What’s New:

Three "Must Haves" Before Kids Go to College

Three "Must Haves" Before Kids Go to College

Have you noticed that time moves a LOT faster than it did when we were younger? We’re already more than half-way through the year and summer is flying by so fast we’re expecting the leaves to change color any day now. Meanwhile, your kids are entering adulthood whether you’re ready or not. Keep reading to know the THREE things you need to do with them before they start “adulting” for themselves. More »
R.I.P. Tavey – When We Lose a Pet

R.I.P. Tavey – When We Lose a Pet

If you follow our page on Facebook, then you know our beloved Chief Morale Officer, Octavia “Tavey” Antczak passed away peacefully on Monday, June 25th after a brief illness. A good friend died a couple weeks later, and I envision Tavey greeting her the same way she greeted clients in our office for years. Releasing them from pain is the greatest gift we can give them, and it’s truly the worst part of owning an animal. It’s almost always an agonizing decision. But taking care of our fur babies (or shelled, or hooved, or scaled…) is something we agree to do when we take on the responsibility of ownership. So let me ask you, have you provided for your beloved pet in your estate plan? More »
ALERT: Irrevocable Trust Law Change

ALERT: Irrevocable Trust Law Change

Usually I try to write articles that are interesting, fun or at least minimally intriguing. This time, I’ll get right to the point – there’s been a Major Development in the use of irrevocable trusts for MassHealth (Medicaid) planning. These trusts have been under fire from the Department of Medicaid for years, and we finally have some court decisions we can rely on. What Should You Do Now? If you or a family member (probably a parent) included an irrevocable trust as part of an estate plan, it needs to be reviewed as soon as possible. More »