More frequently, we are hearing clients talk about wanting to plan ahead for all aspects of their aging, including planning for their final funeral wishes. While not necessarily a “fun” way to spend one’s time, planning for end of life can have many benefits. One of the strategies often used is to prepay for funeral...
A point of discussion we often have with our clients concerns the issue of long term care. On most days, we receive questions such as, “How do I protect my assets?” and “How do I make sure that I get the care I need as I age?”. Thinking about long-term care costs is a wise...
We are often asked by clients who have a revocable trust, whether they can put their property into that trust, and the answer is usually yes. What if there is a mortgage? Even if that property has a loan against it, you can transfer ownership of the property into a revocable trust of which you...
A healthcare proxy document is a document that you sign appointing someone else to step into your shoes should you need healthcare decisions made when you’re incompetent or incapacitated. Clients will often ask: What happens when I go into my doctor’s office or go in for to the hospital for a procedure and they want...
Health care planning, such as the creation of a health care proxy here in Massachusetts, is critical for anyone over the age of 18, not just older adults. Here are some reasons why health care planning is important at every stage of life: 1. Preventative Care Health care planning allows individuals to prioritize preventative care...
A question we receive frequently is “Can I name more than one person to serve as a co-trustee of my trust?” The answer is yes, you can, but it may cause some complications. There are a couple of things for you to consider: Financial institutions. A trustee’s job is to manage and distribute assets based...
The estate tax applies to the estates of individuals who passed away with a taxable estate exceeding a certain threshold. In August, Massachusetts increased its estate tax “threshold” to $2,000,000 for the estates of all decedents who died on or after January 1, 2023. This doubles the estate tax exemption (from $1,000,000) that had been...
Clients are often concerned about how family harmony will be maintained after they are gone. They worry that children will argue over their money and their possessions. Avoiding a contest over your Last Will and Testament when you are no longer here involves careful planning and execution. While it’s impossible to guarantee that a Last...
Maintaining harmony during the holiday times can be a wonderful goal, as this period often involves increased social interactions, family gatherings, and various activities. Here are some tips to help you foster a harmonious atmosphere: Communication: Clearly communicate plans and expectations in advance. This helps avoid misunderstandings and ensures everyone is on the same page....
Caring for someone else, especially someone with dementia, can be physically and emotionally draining. According to the Centers for Disease Control and Prevention (CDC), caregivers of people with Alzheimer’s and related dementias provide care for a longer duration than caregivers of people with other types of conditions (79% versus 66%) and 57% of family caregivers...
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