For the past few posts I’ve been talking about estate planning: how to get started, what to do first, and questions to consider. (You can catch up here: Know your Why, Goals First, Solutions Second) If creating an estate plan is now on your radar, then great! You’re thinking about your loved ones, building momentum […]
Estate planning is not a one-size-fits-all exercise. It’s not even a one-size-fits-most. This is how most people think estate planning goes: You meet with an attorney. They take an inventory of your family and your stuff. They hand you a big pile of documents based upon your inventory. Then they send you the bill. No […]
Humans are the only species conscious of our own mortality. And let’s face it, no one wants to contemplate mortality! If you’ve been putting off planning for your death and other awful circumstances (or know someone who has) this is probably one of the biggest underlying reasons. Who wants to schedule the hours into their […]
“But wait… I thought Medicare would pay for Mom’s nursing home stay,” said yet another friend as I stood in her kitchen sipping coffee, watching her open her mail. Thus started a whole conversation about what Medicare covers, doesn’t cover, and how to prepare for moments like these.
The challenge with family legal planning, or estate planning as they call it, is that it relies on a plan that protects your family at an unknown time, under unknown laws, utilizing unknown assets for an unknown family situation to accomplish unknown goals. And while we don’t know when you’ll need it, we know your […]
So, you’ve set up a trust because you want to keep things as simple as possible for your family, and allow your house to pass to your children upon your death without any delay. Now that your trust owns your home, here are some things you should know.
We’re just checking in here, because some things are worth repeating. Did you read the last article? It’s an important one, even though you may have brushed it aside the first time. We totally get it. You have a healthy new adult child off to college for the most amazing, memorable four years he or […]
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 […]
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 […]
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 […]