When clients come to us wanting to protect their primary home, one of the tools we use is the Declaration of Homestead. These are the common questions we are asked about the homestead declaration, and how it can help our clients achieve their goals. What is a homestead? A homestead refers to the Homestead Act,…

The Office of Attorney General’s Office in Massachusetts has issued an informational advisory to all residents of nursing home facilities (also known as long-term care facilities) and their family members.  They want everyone to know that the recent Stimulus payments, also known as economic impact payment made under the CARES Act, are property to the…

A key part of effective retirement and estate planning includes an assessment of your potential benefits. In this informative webinar, our panel of experts will explore basic benefits at the federal, state, and local level to ensure you’re taking advantage of all that you may be entitled to receive. Introduction to the webinar and to…

Have you considered what would happen if you lost the ability to make decisions for yourself?  What would you do if you became impaired from a stroke, car accident, dementia or a whole host of other afflictions that would affect your ability to make your own decisions?  As we age and face health issues, we…

A common misconception about Trusts is that Trusts are only for the rich; the truth is that Trusts can be a powerful tool for many people in a variety of situations. If you’ve ever asked yourself whether a Trust might help to meet your planning goals, this video is for you. In this webinar, Nurse…

In any other year, the holidays are a great reason to spend quality time with our aging parents.  We get to see firsthand how they are doing, often in their own environment.  We can see if early issues need to be addressed or if there are any outward signs of decline. After all, who knows…

A Living Trust, (more formally referred to as Revocable Living Trust or Revocable Trust) holds your assets in trust for your use and benefit during your lifetime; and it gives clear direction on how those assets will be distributed upon your death. One of the prime advantages of a Living Trust is that it can…

Most of us have heard of a bad experience another family had dividing up personal property after a parent died.  Arguments and bitter feelings ensued when the adult children tried to figure out who should get Mom’s favorite pie plate, Dad’s trusty set of wrenches, or the painting over the fireplace. Neglecting to specify who-gets-what…