ARTICLES

Removing a Mass Estate Tax Lien to Sell Your Home

Removing a Mass Estate Tax Lien to Sell Your Home

Did you know that when someone dies owning a home in Massachusetts, the Commonwealth of Massachusetts puts an Estate Tax lien on that home?  What is an Estate Tax Lien? A lien is a legal claim that says “you need to pay us before you can sell this house.” The Massachusetts Estate Tax lien arises...
Protecting Your Home from a Massachusetts Medicaid Lien

Protecting Your Home from a Massachusetts Medicaid Lien

For many Massachusetts residents, their home represents their most valuable asset and a legacy they hope to pass on to future generations. However, when applying for Massachusetts’ Medicaid program (MassHealth) to cover long-term care costs, many are surprised to learn that their home may be at risk due to a potential MassHealth’s lien or estate...
The Significance of Estate Planning in the LGBTQIA+ Community

The Significance of Estate Planning in the LGBTQIA+ Community

Estate planning is crucial for everyone, but for members of the LGBTQ+ community, it carries additional significance and complexity. Despite important legal victories like marriage equality, many LGBTQ+ individuals and couples still face unique challenges when it comes to protecting their assets, healthcare decisions, and ensuring their wishes are respected. Why Estate Planning Is Particularly...
Health Care Proxy vs. HIPAA Authorization

Health Care Proxy vs. HIPAA Authorization

When preparing an estate plan, we recommend that clients execute both a Health Care Proxy and an Authorization for Release of Protected Health Information (a “HIPAA Authorization”). While there is some overlap between the two, it is important to understand the purpose of each document and how and when they can be used. Example Joan...
The Role of Medical Certificates in Guardianship and Conservatorship Petitions

The Role of Medical Certificates in Guardianship and Conservatorship Petitions

Guardianship and conservatorship involve removing fundamental rights from an individual—the right to make decisions about one’s own healthcare, living arrangements, and/or financial affairs. Courts do not take these petitions lightly and require substantial evidence that such intervention is necessary. What a Medical Certificate is When a client contacts us regarding a guardianship and/or conservatorship for...
Revocable Trusts Are for Everyone

Revocable Trusts Are for Everyone

When most people hear the term “trust,” they immediately picture wealthy families with vast estates and complex financial portfolios. This common misconception leads many to dismiss trusts as irrelevant to their own financial planning. However, revocable living trusts offer significant benefits for people across all income levels and life situations. What Is a Revocable Trust?...
Massachusetts ADU Law: A New Avenue for Generational Living

Massachusetts ADU Law: A New Avenue for Generational Living

Massachusetts recently passed legislation regarding Accessory Dwelling Units (ADUs), creating new opportunities for homeowners and families across the state. This change represents a significant shift in housing policy that could help address multiple challenges facing communities today. What Are ADUs and What Does the New Law Allow? Accessory Dwelling Units, commonly known as ADUs, are...
The Corporate Transparency Act: What You Need to Know About BOI Reporting

The Corporate Transparency Act: What You Need to Know About BOI Reporting

While enforcement of the Corporate Transparency Act (CTA) and its Beneficial Ownership Information (BOI) reporting has been suspended since December 2024, a February 18, 2025 decision by the U.S. District Court for the Eastern District of Texas allows the reporting requirements to again be in effect. Business owners must understand and comply with the CTA...
Dear Generations Law Group: Should I Be Updating My Estate Plan?

Dear Generations Law Group, I’ve been updating my Naughty and Nice List and checking it twice. This got me to wondering, “Should I be updating my Estate Plan too?” Yours Truly, Kris Kringle Dear Mr. Kringle, Thank you for your letter and question! You started off on the right path by creating an estate plan....

New Mass SJC Ruling Affects Inheritance Rights of Families

Recently, the Boston Globe reported that the Massachusetts Supreme Judicial Court handed down a major ruling affecting the future inheritance rights of families, and in this case specifically, blended families.  In a unanimous decision, the court ruled that spouses are entitled to one-third of their deceased spouses’ estate – effectively cancelling out the late spouse’s...

Beneficiary Designations – Proceed with Caution

Whenever we purchase a life insurance policy, open a mutual fund, or enroll in a company retirement plan, we are usually asked to designate a beneficiary. After naming these individuals, we never give it much thought again. Maybe you’ve named your spouse, one of your parents or your children. After your death, these assets are...

Ribbon Cutting with Middlesex West Chamber of Commerce

Today the Middlesex West Chamber of Commerce celebrated Generations Law Group with a ribbon cutting! Jonathan Kerr, Executive Director of the Chamber gave a nice speech, presented a certificate to the firm, and wished us well in serving families in Acton, Sudbury and Greater Boston.   Above:  Phil Summers, Cathleen Summers, Erica Endyke

Join us for the Generations Law Group events

RIBBON CUTTING IN ACTON with the Middlesex West Chamber of Commerce Friday, September 22 from 12pm – 1pm Casual lunch will be provided 179 Great Road, Suite 109, Acton, MA 01720 OPEN HOUSE IN SUDBURY Thursday, October 5th from 4pm – 6pm Serving hors d’oeuvres and beverages 111 Boston Post Road, Suite 101, Sudbury, MA 01776 Please RSVP...

To better reflect the firm’s work of providing comprehensive legal services to the “sandwich generation” – those who balance their own needs while managing the futures of both their aging parents and their children – the firm name is changing from Bay State Elder Law to Generations Law Group. “When a parent or in-law has...

Should you hold your family’s property in an LLC for greater protection?

Families or individuals who own multiple investment properties, multifamily apartment buildings or lease to commercial tenants, should consider purchasing properties as an LLC or transfer current properties into a newly formed LLC. What is an LLC? An LLC is a business entity created under Massachusetts law by drafting and filing Articles of Organization with the...