3 Important Decisions for a Power of Attorney
September 8, 2020

There are several decisions to [...]

Purpose of a Power of Attorney in MA Estate Plans
September 8, 2020

A power of attorney is [...]

3 Reasons to Create Special Trusts
August 24, 2020

Trusts are one of the [...]

Tax Implications of Inherited 401(k) Accounts
August 17, 2020

Tax laws for retirement accounts [...]

401(k) Beneficiary Rules Based on Marital Status
August 10, 2020

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

Why Term Life Insurance May Be the Best Solution
July 18, 2020

There are many different life [...]

Best Ways to Incorporate Life Insurance into Estate Plans
July 18, 2020

Incorporating life insurance into an [...]

Coordinating Estate Plans of Divorced Couples
Coordinating Estate Plans of Divorced Parents
July 5, 2020

When couples divorce, they each [...]

Estate Planning for Divorced Parents in Massachusetts
June 30, 2020

Divorce is an important life [...]

4 Things Single Adults Should Have in Their Estate Plan
June 23, 2020

The urgency to complete estate [...]

estate planning for single adults
Tips on Estate Planning for Single Adults
June 23, 2020

Estate planning discussions are often [...]

What to Look For in an Estate Planning Attorney
June 8, 2020

There are an abundance of [...]

Reasons to Hire an Estate Planning Attorney
June 8, 2020

Estate planning can be very [...]

estate settlement checklist
Estate Settlement Information Gathering Checklist
May 18, 2020

A decedent’s estate must go [...]

Estate Settlement Process Steps
May 18, 2020

The estate settlement process by [...]

Emergency Request for Temporary Guardianship of an Incapacitated Person
April 21, 2020

With the Coronavirus pandemic spreading, [...]

Guardianship of an Incapacitated Adult in Massachusetts
Guardianship of an Incapacitated Adult in Massachusetts
April 20, 2020

If an adult becomes incapacitated [...]

5 Things That Make Your Estate Plan Unique
April 14, 2020

Your life is unique, as [...]

Coronavirus Impact on Retirement Planning
April 10, 2020

Coronavirus has impacted the economy [...]

Estate Planning Considerations for the 2020 Stimulus Package
April 2, 2020

As you’ve probably heard, the [...]

5 Qualities of a Good Personal Representative in Massachusetts
March 19, 2020

Selecting a Personal Representative (formerly [...]

Responsibilities of a Personal Representative of an Estate in Massachusetts
March 19, 2020

Executors, now known as Personal [...]

Common Mistakes Made in DIY Estate Plans
March 9, 2020

Mistakes are always more likely [...]

Dangers of DIY Estate Plans
March 9, 2020

With so much information available [...]

Tax Implications of Real Estate Gifting Strategies
February 10, 2020

If you’re debating whether to [...]

Tax and Trust Law Changes for 2020
February 10, 2020

Every year brings with it [...]

5 Things That Need Special Handling in Estate Planning
January 13, 2020

Some types of assets require [...]

Estate Planning Questions for 2020
January 13, 2020

Happy New Year! As you [...]

Year-End Estate Planning Tasks
December 6, 2019

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

Estate Planning During the Holidays
December 3, 2019

With so many activities during [...]

What Happens When a Beneficiary of a Family Trust Gets Divorced
November 25, 2019

Family trusts are often designed [...]

Tips on Choosing Guardians for Your Children
November 24, 2019

Choosing guardians is one of [...]

Characteristics of a Good Guardian for Your Children
November 21, 2019

There are many different ways [...]

Using a 1031 Exchange to Defer Capital Gains Taxes
November 12, 2019

1031 exchanges offer tax savings [...]

5 Ways to Reduce or Eliminate Capital Gains Taxes on Investment Properties
November 4, 2019

Investment properties are a great [...]

Use a Lawyer for Medicaid Planning
October 23, 2019

Many seniors and their families [...]

Prenups as an Estate Planning Tool
October 23, 2019

As more and more people [...]

Prevent Mistaken Medicare Denials
October 23, 2019

Have you or a loved [...]

Medicaid Assessment and Application Process® - Step 6 results
Is it legal to put a camera in a nursing home room?
October 23, 2019

Technological advances have made it [...]

Should You Leave Siblings Unequal Shares of Your Estate?
October 9, 2019

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

Updating Estate Planning Documents at Divorce
October 8, 2019

The story of a divorcing [...]

Avoiding Medicaid Penalty Period for a House Transfer
October 7, 2019

Under the laws of most [...]

Benefits of Mediation in Estate Planning
October 6, 2019

A recent case in Illinois [...]

Guidance on Grandparent Gifting
October 5, 2019

Grandparents are regularly generous with [...]

Importance of Passwords In Estate Planning
October 3, 2019

So much is online these [...]

Types of Long Term Care
September 27, 2019

As people live longer and [...]

5 Ways to Pay for Long Term Care
September 27, 2019

Long term care is one [...]

Tips on Organizing Non-legal Aspects of Your Estate
September 25, 2019

When we think of estate [...]

Tax Considerations When Selling a Home in Massachusetts
September 9, 2019

The increasing real estate prices [...]

Taxes on Selling Primary Residences Converted to Investment Properties
September 9, 2019

In our previous blog post, [...]

Estate Planning for Taxpayers Without Kids
August 15, 2019

If you’re single with no [...]

Plan to Protect Kids with Special Needs
August 12, 2019

Raising a child with special [...]

Land Trusts Provide Anonymity, Avoid Probate
August 9, 2019

A land trust is a [...]

Finding Someone’s Date of Death
August 8, 2019

Imagine your grandfather left a [...]

Increase in nursing home closures across U.S.
August 6, 2019

Choosing nursing home care can [...]

Use Caution when Creating an IRA Inheritance Trust
August 4, 2019

When you hold an IRA, [...]

Guns & Dementia: Dealing with a Loved One’s Firearms
August 3, 2019

Having a loved one with [...]

Maximizing Social Security Survivor’s Benefits
August 1, 2019

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

Getting Paid as a Family Caregiver through Medicaid
July 31, 2019

Caring for an ailing family [...]

Estate Valuation Approaches
July 30, 2019

The value of an estate [...]

Understanding Medicare’s Hospice Benefit
July 28, 2019

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

Estate planning Considerations for Late-in-life Parents
July 27, 2019

It is becoming more common [...]

Increase Value of Estate
5 Ways to Increase the Value of Your Estate
July 26, 2019

If you are preparing an [...]

5 Reasons to Use a Financial Advisor
July 11, 2019

[...]

Things to Do After the Death of a Spouse
July 3, 2019

[...]

What to Do With Life Insurance Proceeds After a Spouse Dies
June 23, 2019

[...]

Estate Planning for Family-Owned Businesses in Massachusetts
June 18, 2019

[...]

4 Ways to Transfer Family-Owned Businesses in Massachusetts
June 18, 2019

[...]

Massachusetts Estate Planning for Assisted Living and Long-term Care
May 28, 2019

[...]

Key Considerations for Elder Estate Planning in Massachusetts
May 21, 2019

[...]

Reasons Not to Designate Children as Life Insurance Beneficiaries
May 14, 2019

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Estate Planning Decisions for Parents | MA Estate Planning
May 7, 2019

[...]

Life Insurance Retirement Plan Pros and Cons
May 1, 2019

[...]

Retirement Planning with Index Universal Life Insurance
April 26, 2019

[...]

Protect Assets, Retain Access with Spousal Lifetime Access Trust
March 31, 2019

[...]

Preventing a Will Contest
March 30, 2019

[...]

5 Reasons Young Adults Need Estate Planning
March 26, 2019

[...]

Estate Planning Critical for Non-traditional Couples
March 25, 2019

[...]

Massachusetts Opportunity Zones Offer Tax Breaks
March 19, 2019

[...]

Protecting Yourself from Identity Theft
March 12, 2019

[...]

3 Ways to Safeguard Adult Children
March 10, 2019

[...]

5 Reasons to Freeze Your Credit
March 6, 2019

[...]

When can you delay taking Medicare?
February 20, 2019

[...]

It’s Now Harder for Veterans to Qualify for Long-term Care Benefits
February 15, 2019

[...]

New Brokerage Account Safeguards Aim to Protect Seniors
February 10, 2019

[...]

The New Tax Law Means It’s Time to Review Your Estate Plan
February 8, 2019

[...]

Protecting Yourself from Social Security Identity Theft
February 1, 2019

[...]

Working While Collecting Social Security
January 31, 2019

[...]

Tips on Gifting Money to Grandchildren
January 31, 2019

[...]

How to Avoid Generation Skipping Transfer Taxes
January 28, 2019

[...]

Alternatives to Reverse Mortgages
January 22, 2019

[...]

Pros and Cons of Reverse Mortgages
January 15, 2019

[...]

Elder Living Options for Families to Consider
January 9, 2019

[...]

Using ABLE Accounts in Estate Planning for Disabled Dependents
December 23, 2018

[...]

3 Things to Know Before Gifting a House to Your Kids
December 21, 2018

[...]

How To Divide Assets Fairly Among Children
December 1, 2018

[...]

Debts You May Be Leaving Behind
November 16, 2018

[...]

What Happens When There Is No Succession Plan
November 13, 2018

[...]

Why Succession Planning Is Important for Small Business Owners
November 9, 2018

[...]

Maintaining Privacy in Massachusetts Estate Plans
November 7, 2018

[...]

Unusual Assets To Include In Massachusetts Estate Plans
October 24, 2018

[...]

Update Estate Plans When Moving to a New State
October 4, 2018

[...]

13. The Ins & Outs of Social Security
September 28, 2018

[...]

Estate Planning for Real Estate Assets
September 28, 2018

[...]

Should You Deed Your House to Your Kids While You Are Still Living?
September 28, 2018

[...]

12. Medicaid vs. Medicare – What’s the Difference
September 7, 2018

[...]

Wills versus Trusts for Massachusetts Estate Planning
September 3, 2018

[...]

Creating a Will in Massachusetts
September 3, 2018

[...]

Irrevocable Trusts for Estate Planning in Massachusetts
August 8, 2018

[...]

Detecting and Avoiding Email Scams
August 1, 2018

[...]

Tips on Protecting Yourself from Phone Scams
July 31, 2018

[...]

Retirement Tips for Women
July 25, 2018

[...]

3 Things Commonly Forgotten in Massachusetts Estate Plans
July 10, 2018

[...]

Finding Estate Planning Documents for Deceased Family Members
June 28, 2018

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Make an Estate Plan for Digital Assets
June 27, 2018

[...]

Difference Between Medicare, Medicaid and MassHealth
May 30, 2018

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Massachusetts Medicaid Qualification Criteria & Medicaid Planning Tips
May 22, 2018

[...]

Money Saving Tips and Retirement Planning
May 13, 2018

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5 Retirement Planning Tips for MA Seniors
May 11, 2018

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Capital Gains Tax When Selling a Home in Massachusetts
April 12, 2018

[...]

Massachusetts Elder Law Services from Simmons & Schiavo
March 16, 2018

[...]

2018 Tax Reform Impact on Seniors in Massachusetts
March 15, 2018

[...]

Financial Planning Changes Based on 2018 Tax Law
March 13, 2018

[...]

Student Loan Debt and Estate Planning in Massachusetts
February 22, 2018

[...]

11. How to Sell Your Home
February 16, 2018

[...]

5 Massachusetts Estate Planning Mistakes to Avoid
February 15, 2018

[...]

Changing a Special Needs Trustee
February 13, 2018

[...]

Revising Your Estate Plan After a Divorce in Massachusetts
February 12, 2018

[...]

10. Tips on How to Buy a Pre-Owned Vehicle
February 9, 2018

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8. QLACs- A Way to Not Outlive Your Assets and Avoid Taking Required Minimum Distributions (RMDs)
February 9, 2018

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7. Preserving Wealth by Having Your Business Properly Insured
February 9, 2018

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6. Estate Tax Minimization Using Life Insurance Trusts
February 9, 2018

[...]

5. Second Marriages and the Importance of Expressing Clear Intent in the Trust
February 9, 2018

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4. Preserving your family’s story and legacy
February 9, 2018

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There Is Not Time to Do It Later
February 8, 2018

[...]

Proposed Regulations Curtailing Valuation Discounts Withdrawn
February 7, 2018

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Everyone Can Get a Trust
February 6, 2018

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3 Ways to Leave Assets to Adult Beneficiaries
February 5, 2018

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3. The Great Balancing Act: Saving for College and Retirement
February 2, 2018

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1. What is Probate?
January 31, 2018

[...]

2. Obtaining a Pre-approval to Buy a Home
January 31, 2018

[...]

Types of Life Insurance Policies – Which Is Best for You?
January 25, 2018

[...]

Pre-Litigation Claims Can Be Effective in Estate Tax Disputes
January 24, 2018

[...]

Life Insurance and Estate Planning in Massachusetts
January 18, 2018

[...]

Communicate with Your Kids Before Leaving Unequal Assets
January 18, 2018

[...]

4 Things to Include In Your Estate Plan if You Have Children
January 11, 2018

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How to Leave Your Home to the Kids
January 3, 2018

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Massachusetts Durable Power of Attorney and Estate Planning
December 28, 2017

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2018 Changes that Impact Massachusetts Estate Planning
December 27, 2017

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Estate Planning Is For Everyone
December 12, 2017

[...]

3 Ways to Avoid Estate Taxes in Massachusetts
December 1, 2017

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Surviving Spouse Liability for Mortgage Debt in Massachusetts
November 17, 2017

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Massachusetts Revocable Living Trusts
November 10, 2017

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MA Estate Planning for Children with Special Needs
November 7, 2017

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Hidden Benefit to Physician-Assisted Death Law
September 26, 2017

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Spousal Election
September 25, 2017

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Estate Planning Mistakes
September 22, 2017

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Even without an Estate Tax, Trusts are Beneficial
September 21, 2017

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Estate Planning With Few Assets
September 20, 2017

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Preparing for Alzheimer’s
September 15, 2017

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Before You Have a Baby
September 14, 2017

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Why You Should Fund a Trust
September 13, 2017

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Adapting Your Home for the Elderly
September 12, 2017

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Three Ways to Transfer Your Property at Death
September 8, 2017

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Planning for Incapacity
September 7, 2017

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Estate Planning is not just for the Rich
September 6, 2017

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How to Avoid an Estate Planning Tragedy
September 5, 2017

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How Societies Can Grow Old Better
September 4, 2017

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Update Your Estate Plan
September 1, 2017

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Estate Planning Is Important
August 31, 2017

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Trusts Are Cheaper Than Wills
August 30, 2017

[...]

Traveling Overseas
August 29, 2017

[...]

Gray Divorces
August 28, 2017

Estate Planning, Elder Law [...]

Talk to Your Spouse about Your Estate Plan
August 25, 2017

[...]

Take Health Care off the Mainframe
August 24, 2017

[...]

Getting Married
August 23, 2017

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Beneficiary Planning
August 22, 2017

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Estate Planning and Retirement Planning
August 21, 2017

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Elder Law Estate Planning
August 18, 2017

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Options Are Important When Inheriting an IRA
August 17, 2017

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Paying for Help at Home
August 16, 2017

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An Executor Is Powerful, So Choose Wisely
August 16, 2017

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What Your Child Needs before Heading to College
August 8, 2017

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You Need a Power of Attorney
August 7, 2017

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Parents of High School Graduates
August 4, 2017

If you are the parent [...]

Filing a Claim Against an Estate
August 3, 2017

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Yes, Estate Planning Is for You
August 2, 2017

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Can Alzheimer’s Disease Be Prevented?
August 1, 2017

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Life Insurance Is Simple and Can Benefit Estate Plan
July 31, 2017

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Train Your Heirs
July 28, 2017

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Physician Assisted Suicide in California
July 27, 2017

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Medicaid Facts
July 24, 2017

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Fiduciary Rule Confusion
July 21, 2017

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Do You Need a Trust?
July 20, 2017

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Does the Senate Bill Cut Medicaid?
July 19, 2017

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Major Social Security Raise Possible
July 17, 2017

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ACA Repeal Vote Could Come Soon
July 11, 2017

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How Much to Leave Your Children?
July 10, 2017

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Medicare Penalty Waived for Some
July 7, 2017

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Millennial Inheritance Expectations
July 6, 2017

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Tax Credits for Organ Donation
July 5, 2017

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Forgotten Estate Taxes
July 4, 2017

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How to Blow a Big Inheritance
June 30, 2017

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Protect Your Assets with Estate Planning
June 29, 2017

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Retiring in Your Home
June 27, 2017

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Alan Thicke Estate Battle
June 26, 2017

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Take a Walk
June 23, 2017

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A Happy Retirement Takes Planning
June 22, 2017

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Your Debt and Your Demise
June 21, 2017

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Review your estate plan when you move across state lines
June 20, 2017

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Estate planning options for blended families
June 19, 2017

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Wealthy People Torn
June 15, 2017

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Donor Advised Funds
June 14, 2017

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Estate Tax Uncertainty
June 12, 2017

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Handling Death in the U.S.
June 9, 2017

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How to change an irrevocable trust
June 7, 2017

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Beware the pitfalls of naming a minor as your beneficiary
June 6, 2017

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Do Not Put Your Will in the Bank
June 2, 2017

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Just Living Together After 50
June 1, 2017

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Treating Your Children Fairly
May 30, 2017

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No Estate Tax Does not Mean no Estate Planning
May 29, 2017

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Trump’s Tax Plan
May 26, 2017

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John B’s Mistakes
May 24, 2017

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Mary Kills People
May 23, 2017

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Social Security Myths
May 19, 2017

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Getting Upset Over Another’s Estate Plan
May 18, 2017

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The Danger of Wills
May 17, 2017

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Slayer Statute Limitations
May 11, 2017

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Sued for Saving Patients
May 10, 2017

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The Family Vacation Home
May 9, 2017

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Avoiding probate
May 5, 2017

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Family Wealth Does Not Always Last
May 4, 2017

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The Beauty of Wills
May 2, 2017

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Estate Planning Prevents Family Fights
May 1, 2017

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The Trumps and Trusts
April 28, 2017

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Finding the Right Nursing Home
April 26, 2017

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Planning for a First Child
April 25, 2017

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Great news!
April 24, 2017

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A Good Time to Get an Estate Plan
April 20, 2017

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Tennessee’s Cowan Rule
April 19, 2017

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The Elderly Could Benefit From Autonomous Cars
April 18, 2017

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Handling a Younger Boss
April 13, 2017

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Offering Condolences
April 12, 2017

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Millennials Also Need Estate Plans
April 6, 2017

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A Common Estate Planning Myth
April 5, 2017

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Assisted Living Facilities
April 4, 2017

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Why We Procrastinate about Estate Planning
April 3, 2017

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Hire the Right Attorney for Your Estate Plan
March 31, 2017

[...]

IRS Audits Target the Wealthy
March 29, 2017

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How to pass on your home tax-free
March 27, 2017

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You Need More Than Just a Will
March 24, 2017

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Retirement accounts: Tips for taxpayers turning 70 ½
March 23, 2017

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Spare Your Family
March 22, 2017

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Reverse Mortgages are Better Than They Used to Be
March 21, 2017

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Be Careful With I Love You Wills
March 17, 2017

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Mistrial Declared in Age Discrimination Case
March 16, 2017

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Why Families Fight
March 15, 2017

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Does Your Plan Need a Check-Up?
March 14, 2017

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New law allows individuals to create special needs trusts
March 9, 2017

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Our “Selecting the Best Estate Planning Strategies Guide” has been updated…
March 8, 2017

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Little Things can Be Costly
March 8, 2017

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Gifting to Children Can Be Done Incorrectly
March 7, 2017

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Funeral Rule Widely Ignored
March 6, 2017

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Digital Assets: Why They Need to Be Part of Your Estate Plan
March 2, 2017

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Signing an Inheritance Away. It Happens
March 1, 2017

[...]

Things that Caregivers Need to Do
February 28, 2017

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Changing Residence and Your Estate Plan
February 27, 2017

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Single? Estate planning is still essential
February 24, 2017

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Have You Really Talked to Your Children About Your Finances?
February 22, 2017

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Advice on Personal Items
February 21, 2017

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What Is on People’s Minds When They Die?
February 17, 2017

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Reasons to Change Your Estate Plan
February 16, 2017

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Ask the Chinese If You Need a Will
February 15, 2017

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George Michael’s Estate
February 14, 2017

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Student Loan Debt Is an Elder Law Issue
February 13, 2017

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Millennials Should Pay Attention to Elder Law
February 10, 2017

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Suing Yourself on Behalf of an Estate
February 6, 2017

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Robotic Pets for Alzheimer’s Patients
February 2, 2017

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You Can Die From a Broken Heart
February 1, 2017

[...]

Another Aspect of the Estate Tax Debate: Income Inequality
January 31, 2017

[...]

Common Misconceptions about Living Trusts
January 27, 2017

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Lesser Known Estate Planning Mistakes
January 26, 2017

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Will Trump Kill the Estate Tax?
January 25, 2017

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What is Estate Planning?
January 23, 2017

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Be on the Lookout for Trust Scams
January 19, 2017

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Family Estate Disputes Not Just about Money
January 18, 2017

[...]

Estate Tax Could Be Early Test for President Trump
January 17, 2017

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Put Investments in Your Trust
January 13, 2017

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Don’t wait until it’s too late to execute a power of attorney
January 10, 2017

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Reviewing your revocable trust
January 9, 2017

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Valuation discounts for transfers in family businesses at risk
January 6, 2017

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Survivorship life insurance good for estate planning
January 4, 2017

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Estate Planning Is Not as Hard as You Think
January 3, 2017

[...]

Many older estate plans have unnecessary trust
December 30, 2016

[...]

Estate Planning Tips for Blended Families
December 29, 2016

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Avoid this new Medicare ‘trap’
December 28, 2016

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Naming Your Trust the Beneficiary of Your IRA
December 27, 2016

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5 Estate Planning Tips for Entrepreneurs
December 23, 2016

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What the Trump Tax Proposals Mean for Retirees
December 22, 2016

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The Best Reason to Get an Estate Plan
December 21, 2016

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Why Homemade Wills Do Not Work
December 19, 2016

[...]

A Charitable Legacy Requires Planning
December 16, 2016

[...]

What Should you Look for in a Financial Advisor?
December 14, 2016

[...]

Don’t make these celebrities’ estate planning blunders
December 12, 2016

[...]

Elder Abuse Costs Rising
December 8, 2016

[...]

Financial Issues for Foreign Nationals Working in U.S
December 7, 2016

[...]

Remarrying? You should consider updating your estate plan
December 6, 2016

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Preparing for the $30 trillion great wealth transfer
December 1, 2016

[...]

How to Minimize Estate Taxes with Charitable Donations
December 1, 2016

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Why People Put off Estate Planning
November 29, 2016

[...]

4 Estate Planning Documents You Need Beyond A Will
November 23, 2016

[...]

Do You Want a Will or a Trust?
November 22, 2016

[...]

The Advantages of Making a List of Assets and Debts
November 16, 2016

Have you ever considered writing [...]

How to Make Sure Your Beneficiaries Don’t Waste Their Inheritance
November 15, 2016

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

7 Steps to Get an Estate Plan
November 14, 2016

Getting an estate plan often [...]

What is a Simple Will?
November 10, 2016

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

Are Your Assets “Liquid”?
November 9, 2016

When planning the estate of [...]

Don’t Make This Mistake If You’re An Executor
November 8, 2016

Estate executors have a right [...]

Should You Put Your Home in a Trust?
November 7, 2016

If you have decided to [...]

Should You Write A “Last Letter” With Your Will?
November 4, 2016

The Stanford Letter Project is [...]

Family Trust Could Prohibit Beneficiaries From Going to Court
November 3, 2016

People who set up trusts [...]

Avoid Capital Gains Tax When Selling Investment Property
November 2, 2016

Did you know that it [...]

Should You Leave Equal Inheritances to Your Children?
November 1, 2016

Parents who are considering leaving [...]

Long-Term Care Premiums Dip for Men, Rise for Women
October 26, 2016

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

How to Take Advantage of Low Interest Rates Before They Rise Any Further
October 25, 2016

Interest rates are now going [...]

Avoid this New Medicare ‘Trap’
October 24, 2016

When Judy Hanttula came home [...]

Post Death Termination Fees
October 21, 2016

Families and estate executors have [...]

Estate Planning Awareness Week
October 20, 2016

If you are one of [...]

Buried With Pets?
October 19, 2016

Believe it or not, New [...]

What Are the Different Types of Trusts?
October 18, 2016

Trusts come in all shapes [...]

Rise of the Super Rich
October 17, 2016

More and more Americans are [...]

Guardianship Abuse Leads to Calls for Reform
October 14, 2016

The growing problem of adult [...]

Why You May Need an Irrevocable Life Insurance Trust (ILIT)
October 13, 2016

Although life insurance proceeds may [...]

Estate Tax Discounts Likely to Change for Family-Owned Businesses
October 11, 2016

Family business owners may want [...]

Medicare Now Covers Conversations About End-of-Life Care
October 7, 2016

Did you know that 40 [...]

Over $1.1 Million Preserved by ‘Spendthrift Trust Provision’
October 6, 2016

Spendthrift trusts are commonly used [...]

8 Things You Need to Know if You’re an Agent Under a Power of Attorney
October 4, 2016

If someone has named you [...]

How to Save on Taxes with Charitable IRA Distributions
September 30, 2016

Congress has revived a law [...]

How Medicaid’s Look-Back Period Works
September 29, 2016

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

Estate Planning May be Harder for Couples Without Children
September 28, 2016

You might think that estate [...]

Has Medicare Dropped Coverage of Your Drugs?
September 27, 2016

If you’re on a Medicare [...]

Four Big Mistakes Executors Make
September 26, 2016

Executors have a tough and [...]

Do You Need an Estate Planning Attorney?
September 23, 2016

There are several options for [...]

Librarian Leaves Millions to University
September 22, 2016

Every once in a while [...]

Is Social Security “going broke”?
September 21, 2016

You’ve probably heard the dire [...]

Do you have HIPAA Authorization for your College-Age Child?
September 20, 2016

As a parent you may [...]

Moving an elderly relative? Think about state taxes
September 19, 2016

Moving a loved one may [...]

WARNING: Be Careful with Inherited IRAs
September 16, 2016

Leaving someone an IRA as [...]

What You Need to Know About Estate Planning
September 13, 2016

Estate planning can be a [...]

The Basics of Trusts
September 13, 2016

When looking for estate planning [...]

Handling Your Inheritance
December 8, 2015

[...]