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:

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 »
7 Earth Friendlier Options for Your Remains

7 Earth Friendlier Options for Your Remains

Burials are taking their toll on the environment. Casket production, and the chemicals involved in embalming are just two reasons. If you care about the environment during your lifetime, why not also in death? More »
I’m a First Cousin, Twice-Removed!

I’m a First Cousin, Twice-Removed!

On May 4th, I became a first cousin, twice-removed. I know. It’s not quite as glamorous as becoming a mom or a grandmother, but that’s what it is. First cousin, twice-removed.  Basically, my father’s sister became a great-grandmother for the first time. Ancestry. MyHeritage. Archives. FamilySearch. The world of online genealogical research has exploded recently.  Using these tools, I was able to determine that I’m a direct descendant of Susannah North Martin, one of the women hung for being a witch in Salem in 1692. More »