Category Archives: Estate Planning

Podcast: Attorney Emily Crim discusses estate planning for same-sex couples

Click here to listen to Emily Crim’s recent podcast on estate planning for same-sex couples, as part of Mirick O’Connell’s On Air with Mirick O’Connell podcast series.

Posted in COVID-19, Elder Law, Estate Planning

Massachusetts Legislature passes remote notarization bill

In a highly anticipated move, the Massachusetts Legislature passed a bill allowing for remote notarization of important legal documents. This bill is now on Governor Baker’s desk waiting for his signature. The bill will temporarily allow notaries and document signers … Continue reading

Posted in COVID-19, Estate Planning

Proposed Legislation Would Allow Temporary Remote Notarization

In these complicated times, people still have vital estate planning and other financial needs requiring notarized and witnessed documentation. Indeed, the current circumstances have motivated many to get vital documents executed as soon as possible. To facilitate this, there has … Continue reading

Posted in COVID-19, Estate Planning

Couples: 5 Reasons to Review Your Estate Plan

I see about 500 new individuals or couples every year to talk about their estate plan. Occasionally, I find couples who have done no planning at all. In the vast majority of cases, though, people have a plan. It just … Continue reading

Posted in Elder Law, Estate Planning

THE CORONAVIRUS CRISIS: CHANGES TO LONG-TERM CARE AND ESTATE PLANNING

Over the past few weeks, our country has been deeply impacted by the COVID-19 crisis. For seniors and those with disabilities, this health crisis is particularly challenging and scary. Recently, there have been changes to the Medicaid program and guidance … Continue reading

Posted in COVID-19, Elder Law, Estate Planning, MassHealth

Planning During the Last Year of Your Life

Thanks to modern technology and medical advances, the chances of detection of a chronic illness are much greater than they were say in the 1970s; the likelihood of living a bit longer and enjoying that extra time also outweighs that … Continue reading

Posted in Elder Law, Estate Planning, Gifting, Probate, Trusts, Wills | Tagged , , , , , ,

Protecting the Cottage

Are you lucky enough to own that special place, whether it’s a camper in Maine or a house on the Cape, where you, your children and your grandchildren can go to enjoy some time away together during our all-too-brief New … Continue reading

Posted in Estate Planning, MassHealth, Trusts | Tagged , , ,

Sick? Call Your Doctor – Then Call Your Lawyer

This past month two different people called (neither of them were an existing client) with the same story. Each one had a relative close to death and wanted to know if there was anything that should be done.  In each … Continue reading

Posted in Elder Law, Estate Planning | Tagged , ,

How “Waiving the Will” Could Affect You

In the spring, as part of a my seminar series, I will be presenting “Elder Law for Couples,” in which I will discuss the ins and outs of estate planning for seniors. One of the new issues is a new … Continue reading

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It’s Tax Time Again – Here Are Four Quick Tips

If you or your spouse is chronically ill, here are four quick tips to consider if you itemize deductions on your income tax returns: LONG TERM CARE INSURANCE PREMIUMS ARE USUALLY DEDUCTIBLE. They are part of your medical expense deduction.  … Continue reading

Posted in Assisted Living, Elder Law, Estate Planning, Home Care, Income Taxes | Tagged