Yes, mistakes happen. It would be unfair to expect every Estate Plan to be perfect. There are always unforeseen circumstances, and things that are beyond everyone’s control.
Yep, I’m in a cast. Having systems in place have made this an easier transition, and can make the difference between that uneasy feeling that your attorney is flying by the seat of his pants and kind of winging it versus feeling confident that your attorney is an expert, knows exactly what she’s doing and […]
There are many reasons to create an Estate Plan. Here are the most common Estate Plan Stages today’s modern families will face.
I thought I’d get a little more personal by telling you why I became an estate planning and elder law attorney. It’s a great question that I get asked a lot. I’m not in this for the trappings. Let me tell you about what I am all-in for…
When you’re sick, the last thing you want to have to think about is what to bring to the hospital. Surely a family member or loved one will bring you what you need. And at any other time in history, that would probably be the case. But this is not that time.
In crazy times, estate planning can be the grounding force you need. Corona-virus is wreaking havoc around the world. The stock market is tumbling. St. Patrick’s Day festivities… canceled. Stay-at-Home advisories and orders. And as if that weren’t enough, Tom Brady broke up with New England via Twitter.
Coffee in hand, I sit down to my laptop to start my day. My inbox is overflowing with emails from colleagues and trusted advisors. I’m seeing it in my Facebook feed and all over LinkedIn. If you’re like me, you’re drowning in information about this new SECURE Act. As I see it, the Act has […]
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 […]
You’ve been a fully-functioning, adult member of society for… 20, 30, 40 years (shhh, I’m not asking!) and you know a thing or two about taking care of your life. You know how to make your own financial and health decisions and while it’s not always fun to schedule that dentist appointment or lab work, […]
There are two questions I hear the most: How can I make sure I’m not a burden on my family? And if I need long-term care, how do I pay for it without spending everything?