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...
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...
Did you know, if you don’t have a current estate plan in place, the Massachusetts Probate Court will decide who will inherit your possessions, raise your children, manage your assets, and administer your estate? Without proper organization, your assets could go unnoticed or become lost and loved ones may not benefit from your years of...
We all know that a Last Will and Testament (Will) is an important thing to have. We want to make it easier for our families after we have died. But just having a Will often causes more problems than it solves. The problem is that it may not be enough; it could be putting your...
When a client is in the process of creating a trust, one of the first questions that comes up is “How should I choose my successor trustee?”. (Find out our answer in the previous article “How to Choose a Trustee” ). The follow-up question is usually if they should name co-Trustees to manage their revocable...
For many people, a trust is an integral part of a thorough and effective estate plan. Whether it is designed to avoid probate, reduce estate taxes, or protect assets, it is important that a trust is administered as instructed in the trust document to ensure that it serves its purpose. Therefore, one of the most...
Understanding the types of trust that are available and discussing your goals and wishes with your estate planning attorney should be accomplished before you settle on which type of trust is best for you. A Guide to Some Common Types of Trusts As discussed in our blog, “Trusts, not Just for the Rich and Famous”,...
The long-awaited legalization of same-sex marriage was a welcome victory for the LGBTQIA+ Community and their allies. Even so, it is still quite common in the LGBTQIA+ community to have a long-time partner but never marry. If you have been sharing your life with a significant other but are not legally married, it is imperative...
Scheduling a vacation requires a lot of thought and planning. It may involve booking a flight and hotel room, arranging for a rental car, and finding someone to look out for your home and pets while you are away. You plan to ensure that you and your family’s needs are met and to travel with...
Becoming a grandparent is a major milestone for many. We often hear clients describe the incredible joy that they experience holding their grandchild for the first time. Whether you’re a rookie grandparent, or a seasoned pro, you’re most likely considering taking a new direction and setting new goals with respect to your estate plan. Perhaps...
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