5 Year Look Back Period – Generations Law Group

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New Rule on the 5-Year Look-Back Period for MassHealth: What Massachusetts Families Need to Know

For years, Massachusetts residents applying for nursing home MassHealth benefits have been subject to a five-year financial review known as the “look-back period.” Now, MassHealth is expanding that requirement to additional long-term care programs, creating an important change for seniors and families planning for future care. What Is the MassHealth 5-Year Look-Back Period? The MassHealth...

When Your Child’s IEP Is Not Working: Should You Hire a Special Education Advocate or Attorney?

For many parents, navigating special education can feel overwhelming. Understanding the requirements of the Individuals with Disabilities Education Act (IDEA), Massachusetts special education law, IEP meetings, evaluations, and school procedures can quickly become confusing. When questions or concerns come up, parents often know they need support but are unsure whether they should work with a...

Back to School: Is Your Child’s IEP Ready for a Successful Year?

By Lisa Paige, Esq. Summer often feels like it goes by in the blink of an eye. Before families know it, backpacks are packed, classrooms are assigned, and a new school year begins. For children with IEPs and their families, the start of school can bring excitement, but it can also bring questions. Will my...

Understanding Competency Documents: A Simple Guide

When people need to prove they are mentally or physically capable of making decisions, working, or handling certain responsibilities, competency documents come into play. These forms are commonly used in healthcare, legal, and workplace settings. Below is a simple overview of the most common ones and when they are used. 1. Letter of Competency What...

Probate Closing in Massachusetts: Understanding Your Options

Closing a probate estate in Massachusetts is the final milestone in settling a loved one’s affairs. It’s the point when the court acknowledges that debts have been handled, assets have been distributed, and the personal representative’s work is complete. But in Massachusetts, not every estate closes the same way. The court offers several different methods...

Consider Naming your Favorite Charity(ies) as Beneficiary of your IRA

Naming a charity as the beneficiary of your IRA can be one of the most tax‑efficient ways to support a cause you care about. It’s a simple change on a beneficiary form, but it can dramatically reduce taxes and increase what ultimately goes to your heirs and your favorite organizations. Why IRAs Are “Tax-Heavy” for...

Should You Name Your Trust as the Beneficiary of Your IRA?

Many people assume their trust should be the beneficiary of all assets, including IRAs. But retirement accounts are different, and naming a trust as your IRA beneficiary can sometimes create unexpected tax problems. The Main Tradeoff Naming individuals directly as IRA beneficiaries is often more tax efficient. Naming a trust can provide better protection and...

5 Signs Your Child May Need Additional Special Education Support

When your child has an IEP or 504 Plan, it’s meant to grow and change right along with them. As kids develop, their strengths, challenges, and learning needs evolve. If the supports in place no longer match what your child needs to thrive, it may be time to revisit the plan. Remember: every child has...

Long Term Planning

New Rule on the 5-Year Look-Back Period for MassHealth: What Massachusetts Families Need to Know

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