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
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
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 avoiding probate, Durable Power of Attorney, Elder Law, Estate Planning, Estate Tax, estate tax planning, family trust, Health Care Proxy, Irrevocable Trust, MassHealth, Nursing Home Care, Trust, Will
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
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
Tagged Cottage, Elder Law, Estate Tax, family trust, Irrevocable Trust, MassHealth, Nursing Home Care, Reverse Mortgage, revocable trusts, Trust, trust beneficiaries, Trustee
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For many of my clients, Thanksgiving is the best holiday of the year. The kids fly or drive in for dinner or a more extended stay. A child living in the area has often assumed the meal management duties. The … Continue reading
Tagged Durable Power of Attorney, Elder Law, Health Care Proxy, Irrevocable Trust, MassHealth, Medicaid, Nursing Home Care, Personal Representative, Power of Appointment, revocable trusts, surviving spouse, Trust, Will
Have you been to your cottage on the Cape recently? Or perhaps your place in Maine, or on the lake in New Hampshire, or the getaway in the Berkshires? Wasn’t it great to see your children and grandchildren, enjoying … Continue reading
Our clients (let’s call them Frank and Mary) live in a very pleasant retirement community, and that is where they want to stay. They would prefer not to have the “intrusiveness” of assisted living. They like being in the safety … Continue reading
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Co-authored by Janet W. Moore This is the first of a series of blog posts on real-life situations that may apply to you and your family, where the solutions involve some combination of government benefits planning and tax planning. This … Continue reading
December is the season of giving. It is also the time when I get the most questions about when to give, how much to give, and what the effect of that giving may be, on both my clients as well … Continue reading