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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 […]

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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.  […]

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Estate Planning Sucks

Let’s face it, doing your estate planning, contemplating your demise, sucks. And it’s all the lawyers’ fault. Well, I’m done with that. So done. The legal industry leads with fear, and it’s driving people away in record numbers. We’re losing millions of clients to the world’s largest law firm – the Internet. LegalZoom alone has […]

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estate planning

Meeting Face-to-Face – In Different Cities. Technology Is Changing How You Meet Your Attorney

Meeting virtually through the use virtual conference rooms (also known as free secure web meeting applications), we can meet face-to-face without travel. And no, it’s not cold and impersonal! We can meet, confidentially, see and hear each other, share documents, and more.  You can use any computer with a camera and microphone, or even a […]

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Will v. Trust

Will v. Trust – Which Will Serve Your Family Best?

We know that 100% of people aren’t getting out of here alive. Even with that Universal Law, there is so much anxiety around planning for our inevitable exit. And there doesn’t have to be! One question that always comes up around estate planning is “Do I need a Will or a Trust?”

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