Medicaid (called “MassHealth” in Massachusetts) can help pay for long term care either at home or in a nursing home. If you think MassHealth’s assistance will be needed in your or your loved one’s future, it’s always best to plan in advance. Five Year Look-back If you apply for MassHealth benefits, the state has the...

What happens if you have been named as someone’s Health Care Proxy but you find out, once it has been activated, that the proxy has been changed or the person you are acting for says they no longer want you to make decisions for them.  What can you do?  As with everything, the answer is...

We frequently receive calls from people looking to act on behalf of a family member or loved one who has lost capacity and is no longer able to manage decision making for themselves. When that person does not have an effective Health Care Proxy or Durable Power of Attorney in place, the next step is...

When grandma died last year, it was a loss felt by the entire family.  She was the anchor for the family and an avid knitter.  During her life, she knit a special blanket for each of her grandchildren.  These unique, “made from the heart” items provide a loving reminder of her.  But, when it came...

Typical estate plans for long-standing first-time married couples make sure the surviving spouse is taken care of for as long as he or she lives, then whatever assets remain will be left to the children.  More than likely, everything will go to the surviving spouse upon the passing of the first spouse, just as they...

Estate planning when your children are minors (under the age of 18) can be a challenge. Most parents are concerned about their minor child managing an inheritance at such a young age. Wills with testamentary trusts for minors may be a viable option to help solve this issue. Wills and Probate A Will is a...

Protecting assets from long term care facilities, like nursing homes, is often a top priority for most people when sitting down to meet with their estate planning or elder law attorney. When a married couple comes in looking to protect assets when one spouse is applying for MassHealth benefits, a Will with testamentary Supplemental Needs...

You have been very fortunate in your life – worked hard, saved your money and own your home.  Throughout the years, you have been able to rely on a wonderful loved one.  They check in on you often, help with your shopping and doctor’s appointments.  In recognition of this important relationship, you decide to leave...