Category Archives: Estate Planning

Upcoming Elder Law Legal Clinics

Below is a listing for two of my upcoming programs.  Contact your local Council on Aging for more information and to register. If you miss a program, you may always watch them on your local cable access station or on my … Continue reading

Posted in Elder Law, Estate Planning, Estate Taxes, Trusts, Wills | Tagged , , , ,

Boston Globe article highlights the importance of estate planning for blended families

A recent article in The Boston Globe – “A patriarch leaves no will and the home he meant for his Cambridge family may be lost” – demonstrates the importance of having an estate plan, particularly with blended families, and shows how not having … Continue reading

Posted in Estate Planning, Probate, Wills

Things to Consider When Trying to Avoid Probate

Probate is the court process of determining who gets your assets when you die.  A Will does not avoid probate, but it governs who will get your assets owned in your sole name.  To avoid probate, you need to structure … Continue reading

Posted in Elder Law, Estate Planning, Gifting | Tagged

Make a Resolution to Talk to Your Proxy Agent

A few months ago I participated in a great event at Milford Regional Hospital.  The Hospital is actively encouraging Milford residents and the neighboring communities (who obviously are all likely future patients there) to not only complete a Health Care … Continue reading

Posted in Elder Law, Estate Planning, Incapacity | Tagged , ,

Asset Protection for Single Seniors

This past spring I did a set of Council on Aging seminars on the legal issues single seniors face. If you are single, and you want your children or friends to avoid the time and expense of probate after you … Continue reading

Posted in Elder Law, Estate Planning, Gifting, Probate, Trusts, Uncategorized

Upcoming Elder Law Clinics

    Estate planning, tax minimization and asset protection concerns are very different for single people versus married couples.  Learn what steps singles need to take to protect yourself and preserve your assets.  Attend one of my elder law seminars … Continue reading

Posted in Elder Law, Estate Planning, Estate Taxes, MassHealth, Probate, Wills | Tagged , , , , , , , , , , , ,

Elder Law Seminars

During the next couple of months, my elder law seminars will be focusing on how the new Massachusetts CARE Act, changes to the federal tax code, the tightening of MassHealth regulations, and other changes in the law might affect you, … Continue reading

Posted in Elder Law, Estate Planning, Estate Taxes, Home Care, MassHealth, Probate, Wills | Tagged ,

‘Tis the Season for Giving

This is the time of year when I receive numerous calls from clients asking about year-end gifts they want to give to their children or other relatives and friends. Many have questions about the amount they can gift away without … Continue reading

Posted in Estate Planning, Gifting

Elder Law Seminars: Honoring Choices

During the next couple of months, my elder law seminars will be focusing on “Honoring Choices” in regards to your health care planning, should you become ill or in case of an emergency.  Below is a listing of my upcoming … Continue reading

Posted in Assisted Living, Elder Law, Estate Planning, Home Care, Incapacity, Probate, Trusts, Wills

Leaving Your Wealth in Trust for the Protection of Your Children

Consider how your assets can benefit, or perhaps complicate, the lives of your children or other loved ones when you pass away. You know your children better than almost anyone else, and your estate plan should take into consideration their … Continue reading

Posted in Estate Planning, Trusts