Massachusetts Budget Proposal Would Radically Change MassHealth Estate Recovery Rules and the Elder Law Practice

March 2, 2016   In January, Governor Charlie Baker released his administration’s budget proposal for 2017. While the plan covers numerous areas, one part, Outside Section 11 or “OS 11,” proposes changes that would significantly expand the scope of estate recovery … Continue reading

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U.S. Supreme Court Same Sex Marriage Decision And its Tax Implications at the State Level Across the U.S.

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On June 26, 2015, the U.S. Supreme Court issued a landmark 5-4 decision in Obergefell v. Hodges, holding that every state must license a marriage between two people of the same sex and every state must also recognize a marriage … Continue reading

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A Cautionary Tale

  Last week I met with a delightful couple in their early 80’s with a big problem.  Over 10 years ago, at the urging of their four children, these folks transferred to their kids a so-called “remainder interest” in the … Continue reading

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The Tax Deduction for People with Dementia

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April inevitably means tax time, so whether or not you need to file a return, this tends to be the season when you, and everyone else, think about deductions and techniques you might use to reduce the amount of tax … Continue reading

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What do We have in Common with Scotland and Minnesota?

            Scotland and Minnesota have something in common, it turns out that they are among a handful of places where local governments are being encouraged by the state to develop “dementia-friendly communities.”   Dementia in Scotland, Winter 2014/15 – Issue 85 … Continue reading

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What Happens to Your Facebook Account When You Pass Away?

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Facebook has finally addressed some issues surrounding your account when you pass away.  Basically, two options exist: you can either opt for your account to be deleted when you pass away or you can appoint a family member or friend, … Continue reading

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Driving in Winter? Play it Safe!

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            I remember when I was younger how much I loved driving in winter.  I loved that sense of being slightly out of control as I hit that ice patch going around a corner.  Ah, to be young and carefree! … Continue reading

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An Admirable 2015 Resolution – Add More to that 401(k)!

Most people have dreams of what they’d like to enjoy in retirement – drive cross country, explore new hobbies, and see the world. If you’re one of these people, planning for your retirement is crucial so you can live those … Continue reading

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My Resolutions and Yours

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            As I write this, it is still December.  When you read it, it will likely already be January.  December is a time for reflection; January is a time for new resolutions.  Let me tell you my resolutions and suggest … Continue reading

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And now… we have our Tax Extenders

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Congress recently passed the “Tax Increase Prevention Act of 2014,” which the President has signed.  The Act extends numerous tax breaks that had expired for tax year 2014 and makes these tax breaks retroactive to January 1, 2014.  These extenders … Continue reading

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