Monthly Archives: December 2015

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- I need a plan for me and my loved ones that provides peace of mind.
- I lost a loved one and need to smoothly settle his or her affairs.
- I have a loved one who needs or may need nursing home care.
We look forward to speaking with you. Please click below to book a call with one of our team members.

Most estate planning documents can [...]

Estate plans should be reviewed [...]

There are several decisions to [...]

A power of attorney is [...]

Trusts are one of the [...]

Tax laws for retirement accounts [...]

401(k) accounts are among the [...]

There are many different life [...]

Incorporating life insurance into an [...]

When couples divorce, they each [...]

Divorce is an important life [...]

The urgency to complete estate [...]

Estate planning discussions are often [...]

There are an abundance of [...]

Estate planning can be very [...]

A decedent’s estate must go [...]

The estate settlement process by [...]

With the Coronavirus pandemic spreading, [...]

If an adult becomes incapacitated [...]

Your life is unique, as [...]

Coronavirus has impacted the economy [...]

As you’ve probably heard, the [...]

Selecting a Personal Representative (formerly [...]

Executors, now known as Personal [...]

Mistakes are always more likely [...]

With so much information available [...]

If you’re debating whether to [...]

Every year brings with it [...]

Some types of assets require [...]

Happy New Year! As you [...]

The holidays and end-of-year are [...]

With so many activities during [...]

Family trusts are often designed [...]

Choosing guardians is one of [...]

There are many different ways [...]

1031 exchanges offer tax savings [...]

Investment properties are a great [...]

Many seniors and their families [...]

As more and more people [...]

Have you or a loved [...]

Technological advances have made it [...]

When you’re reviewing your estate [...]

The story of a divorcing [...]

Under the laws of most [...]

A recent case in Illinois [...]

Grandparents are regularly generous with [...]

So much is online these [...]

As people live longer and [...]

Long term care is one [...]

When we think of estate [...]

The increasing real estate prices [...]

In our previous blog post, [...]

Raising a child with special [...]

A land trust is a [...]

Imagine your grandfather left a [...]

Choosing nursing home care can [...]

Having a loved one with [...]

Social Security survivor’s benefits provide [...]

Caring for an ailing family [...]

The value of an estate [...]

Medicare’s hospice benefit covers any [...]

It is becoming more common [...]

If you are preparing an [...]

Estate Planning, Elder Law [...]

If you are the parent [...]

Have you ever considered writing [...]

You’ve spent years accumulating your [...]

Getting an estate plan often [...]

The term "simple will" is [...]

When planning the estate of [...]

Estate executors have a right [...]

If you have decided to [...]

The Stanford Letter Project is [...]

People who set up trusts [...]

Did you know that it [...]

Parents who are considering leaving [...]

On average, long-term care premiums [...]

Interest rates are now going [...]

When Judy Hanttula came home [...]

Families and estate executors have [...]

If you are one of [...]

Believe it or not, New [...]

Trusts come in all shapes [...]

More and more Americans are [...]

The growing problem of adult [...]

Although life insurance proceeds may [...]

Family business owners may want [...]

Did you know that 40 [...]

Spendthrift trusts are commonly used [...]

If someone has named you [...]

Congress has revived a law [...]

Medicaid’s look-back period can be [...]

You might think that estate [...]

If you’re on a Medicare [...]

Executors have a tough and [...]

There are several options for [...]

Every once in a while [...]

You’ve probably heard the dire [...]

As a parent you may [...]

Moving a loved one may [...]

Leaving someone an IRA as [...]

Estate planning can be a [...]

When looking for estate planning [...]

The Estate Planning Guide: Discover Your Planning Opportunities

Selecting Your Trustee: Ensure You Have the Right People Serving in Your Plan

Asset Alignment and Your Estate Plan: Even the Best Estate Plan Can Fail

Legal Matters When a Loved One Dies: What to Do Upon a Loved One's Passing

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3 Ways to Change Your Estate Plan

5 Common Mistakes When Updating Estate Plans

3 Important Decisions for a Power of Attorney

Purpose of a Power of Attorney in MA Estate Plans

3 Reasons to Create Special Trusts

Tax Implications of Inherited 401(k) Accounts

401(k) Beneficiary Rules Based on Marital Status

Why Term Life Insurance May Be the Best Solution

Best Ways to Incorporate Life Insurance into Estate Plans

Coordinating Estate Plans of Divorced Parents

Estate Planning for Divorced Parents in Massachusetts

4 Things Single Adults Should Have in Their Estate Plan

Tips on Estate Planning for Single Adults

What to Look For in an Estate Planning Attorney

Reasons to Hire an Estate Planning Attorney

Estate Settlement Information Gathering Checklist

Estate Settlement Process Steps

Emergency Request for Temporary Guardianship of an Incapacitated Person

Guardianship of an Incapacitated Adult in Massachusetts

5 Things That Make Your Estate Plan Unique

Coronavirus Impact on Retirement Planning

Estate Planning Considerations for the 2020 Stimulus Package

5 Qualities of a Good Personal Representative in Massachusetts

Responsibilities of a Personal Representative of an Estate in Massachusetts

Common Mistakes Made in DIY Estate Plans

Dangers of DIY Estate Plans

Tax Implications of Real Estate Gifting Strategies

Tax and Trust Law Changes for 2020

5 Things That Need Special Handling in Estate Planning

Estate Planning Questions for 2020

Year-End Estate Planning Tasks

Estate Planning During the Holidays

What Happens When a Beneficiary of a Family Trust Gets Divorced

Tips on Choosing Guardians for Your Children

Characteristics of a Good Guardian for Your Children

Using a 1031 Exchange to Defer Capital Gains Taxes

5 Ways to Reduce or Eliminate Capital Gains Taxes on Investment Properties

Use a Lawyer for Medicaid Planning

Prenups as an Estate Planning Tool

Prevent Mistaken Medicare Denials

Is it legal to put a camera in a nursing home room?

Should You Leave Siblings Unequal Shares of Your Estate?

Updating Estate Planning Documents at Divorce

Avoiding Medicaid Penalty Period for a House Transfer

Benefits of Mediation in Estate Planning

Guidance on Grandparent Gifting

Importance of Passwords In Estate Planning

Types of Long Term Care

5 Ways to Pay for Long Term Care

Tips on Organizing Non-legal Aspects of Your Estate

Tax Considerations When Selling a Home in Massachusetts

Taxes on Selling Primary Residences Converted to Investment Properties

Plan to Protect Kids with Special Needs

Land Trusts Provide Anonymity, Avoid Probate

Finding Someone’s Date of Death

Increase in nursing home closures across U.S.

Guns & Dementia: Dealing with a Loved One’s Firearms

Maximizing Social Security Survivor’s Benefits

Getting Paid as a Family Caregiver through Medicaid

Estate Valuation Approaches

Understanding Medicare’s Hospice Benefit

Estate planning Considerations for Late-in-life Parents

5 Ways to Increase the Value of Your Estate

5 Reasons to Use a Financial Advisor

Things to Do After the Death of a Spouse

What to Do With Life Insurance Proceeds After a Spouse Dies

Estate Planning for Family-Owned Businesses in Massachusetts

4 Ways to Transfer Family-Owned Businesses in Massachusetts

Massachusetts Estate Planning for Assisted Living and Long-term Care

Key Considerations for Elder Estate Planning in Massachusetts

Reasons Not to Designate Children as Life Insurance Beneficiaries

Estate Planning Decisions for Parents | MA Estate Planning

Life Insurance Retirement Plan Pros and Cons

Retirement Planning with Index Universal Life Insurance

Protect Assets, Retain Access with Spousal Lifetime Access Trust

Call Us Directly:781-397-1700
400 TradeCenter, Suite 4800, Woburn, MA 01801 (View Map)
Directions & Parking