Tag Archives | will

Estate Planning for a Child with Special Needs: What Every Parent Should Know

Posted in Estate Planning by Tracey Ingle on April 2, 2025

How can you protect your child’s future? Learn essential estate planning strategies for children with special needs, including trusts, guardianship, and benefits.

Spring Cleaning For Your Estate Plan: A Simple Guide

Posted in Estate Planning by Tracey Ingle on March 20, 2025

Is your estate plan is ready for the future? Learn the key moments that may require an update and how you can maintain your plan with ease.

8 Different Strategies to Pay for Long-Term Care

Posted in Estate Planning by Tracey Ingle on March 5, 2025

Discover 8 essential legal and financial strategies to pay for long-term care without burdening loved ones or risking your family home. From Medicare and Medicaid to veteran benefits and long-term care insurance, explore personalized solutions to secure your future. Start planning today!

Love Means Never Having to Say I’m Sorry (I Didn’t Plan for Long-Term Care)

Posted in Estate Planning by Tracey Ingle on February 20, 2025

Love means planning ahead. Discover why long-term care planning is one of the greatest gifts you can give your loved ones.

The Human Touch: Why Robots Aren’t Ready to Prepare Your Will

Posted in Estate Planning by Tracey Ingle on February 7, 2025

AI falls short in estate planning. Learn why a human touch is essential for creating a will that truly reflects your wishes & protects your legacy.

2025 Goals: Secure Your Legacy with a Will & an Estate Plan

Posted in Estate Planning by Tracey Ingle on January 15, 2025

Start 2025 off right by securing your legacy with a Will. Estate planning is an essential part of your financial wellness and we can help you take the first step.

Something Gift-ish and Our Best Wishes

Posted in Estate Planning by Tracey Ingle on December 25, 2024

This holiday season, we’re offering something gift-ish—our Caregiver Grab-and-Go Kit. It’s a practical, life-simplifying tool to help caregivers and families stay prepared, especially during emergencies.

Life Insurance as Charitable Giving? Why it Works

Posted in Estate Planning by Tracey Ingle on December 12, 2024

Here’s a surprising way to do your charitable giving: a strategy that maximizes your impact, reduces taxes, and helps secure your legacy.

Woman mourns her husband, who died in a hospital

Hello, Tracey? Veronica Died.

Posted in Probate by Tracey Ingle on July 16, 2019

There was one day in June when, for no nefarious reason, our office received a number of phone calls from people whose loved one had *just* passed away. It was a striking number of calls for that particular Monday – enough to inspire that day’s Daily Debrief on Facebook. You can watch it HERE. I […]

White rice in black bowl isolated on white background.

On it Like White on Rice

Posted in Estate Planning by Tracey Ingle on June 18, 2019

Have you heard about our Plan Preservation Program? How about the expression “we’re on it like white on rice”? Sounds like I may need to elaborate… Estate planning is not ‘One and Done.’ It’s not something you get to check off your task list for good.

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Testimonials

B & W, Marlborough, MA
We had been procrastinating for awhile to update our trusts but kept putting it off. We appreciate your putting us at ease immediately and advising and assisting us to finally do it! We look forward to working with you and your staff - Nicole, Wendy & Marie - in the future as the need arises.
L.M., Holliston, Mass.
Thank you for all of your help in the handling of my mother's estate. I know it wasn't an easy one to close.
L.I., Holliston, Mass.
I just wanted to thank you for all you have done to help me with Dad. I don't know how I would have been able to deal with everything alone. I just want you to know I appreciate it very much.
P.C., Bolton, Mass.
I always sing your praises when the subject of estate planning or Medicaid come up. My sincerity must come through because I truly was impressed with your handling of my own case. Thanks so much.
A.C., Concord, Mass.
Thanks for the multiple updates! The entire matter could be sit-com material if it wasn't real. I like the way you are handling it!
B.G., Sudbury, Mass.
You made a bewildering task comfortable for us with your detailed explanations, inexhaustible patience and easy manner. I especially appreciated your thoughtfulness in working with my Mom and the graciousness with which you addressed the two changes made to the carefully crafted plan. I will look forward to working with you again, not only with Mom's needs, but as my husband and I review our own plans. Thank you.
E.C., Marlborough, Mass.
Thanks for your help. We'll see you again I'm sure.
N.S., Winthrop, Mass.
You have made my year a little easier. Thank you for all your help.
Financial Advisor, Hudson, Mass.
Thanks again for the comfortable, caring approach you use as you deal with important life continuation issues.
B.W., Framingham, Mass.
Tracey! Many thanks for bringing so many pieces of the puzzle, for your non-anxious presence, for the complex gleam in your eye which at a minimum includes intelligence, humor, clarity, experience, eagerness to help and friendship and for conversations just begun. Thanks! Peace and blessings.
P.P., Lee, Mass.
I want to thank you for your help with my perplexing situation back in January. I'm so happy that I thought to tell the woman who called that I would to talk with my lawyer. As always, you did a very nice job of handling all the details with myself and all the contacts related to the situation. Thanks for all your good help.
D.D., Marlborough, Mass.
Thank you so much for helping me at a time I really needed it. I hope you will always be successful because you are a kind person who has insight to put an elderly client at ease.
C.R., Hudson, Mass.
On behalf of [our Church], I would like to extend a sincere "Thank you!" for your participation in the health fair. Not only did you give a very informative and helpful presentation, but you also extended yourself and helped with the projector as well as helping the other presenters get set up. All above and beyond the call of duty, but I am very grateful for all of your assistance and expertise. There was much learned after actually hosting this type of venue for the first time. I hope that if we run this type of event next year that you would like to be involved.
S.M., Newton, Mass.
Thank you again for all your excellent work on my Dad's probate estate.
S. & J. W., Southborough, Mass.

There were several things that were beneficial in working with Attorney Ingle including her ability to simplify complicated concepts so the average person could understand them and an ability to put the client at ease when discussing private, personal issues. She was willing to explain things without making me feel ignorant. We now have the peace of mind in knowing that we have put out finances in order in a manner that will hopefully be beneficial to not only us but our children as well.
L.B., Framingham, Mass.
At first I was reluctant to be interviewed for my Legacy Story but thank you for doing it. I listened with interest and tears. A great legacy, so thanks again.
S.M., Newton, Mass.

Attorney Ingle was fearless in taking control and although considerate and attentive to my concerns, she let me know when my thinking was incorrect or not useful. I felt at ease and confident in her knowledge of law and organization skills. While her rates may appear relatively high, her trustworthiness, efficiency and disinclination to waste time in frivolous litigation actually saved money. Having worked with several attorneys when this same "opponent" was involved, this experience was 100% calmer for me while my "opponent" remained frustrated.
R.S., Framingham, Mass.

I like that you were autonomous and took a load off of my mind and to do list. My aunt's estate was a confused mess. You dug through the piles of paperwork and brought order to it. I felt that I was supported by a team. You guys did a great job with a tough estate. I never worried about hot it was being handled.
R.H., Framingham, Mass.

I liked the professional and warm atmosphere of the firm. I felt comfortable that my needs were being considered. I've worked with other attorneys before, but working with Ingle Law was more personal. Thank you.

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