May 1, 2020 | health care proxy, HIPAA, living will, massachusetts estate planning strategies, power of attorney, will
Over time, your family will face a number of changes. From when you purchase your first home and your children are born to the time they leave for college and you plan for retirement and beyond, new issues and concerns arise. With proper planning your family will be...
May 1, 2020 | asset protection, Elder Law, Estate Planning, health care proxy, living will, Nursing Home Costs, power of attorney
What happens if your parent dies after a long nursing home stay, for which Medicaid paid benefits? This is the question that was posed recently by a reader to The Commercial Appeal: My friend’s mother died. She recently received a letter from the state...May 1, 2020 | Elder Law, Estate Planning, health care proxy, living will, massachusetts estate planning strategies, Metro West Estate Plan, trusts, will
Retaining control and dignity as the end of life approaches is an often overlooked aspect of comprehensive estate planning. Regardless the size or value of your “estate,” proper planning should address these difficult issues. US News & World Report ran an article...May 1, 2020 | Estate Planning, estate tax, estate tax savings, health care proxy, HIPAA, living will, massachusetts estate planning strategies, Massachusetts estate tax, Massacusetts Estate Tax, Mistakes, New estate tax law, power of attorney, Protective Trusts, trusts, will
“Because there is no April 15th for Estate Planning and Asset Protection, many people try to procrastinate or avoid it. However, there can be grave consequences to neglecting it.” –Dennis Sullivan, Esq. CPA, LLM It certainly is understandable that...May 1, 2020 | Baby Boomers, Business Succession Planning, Charitable Giving, durable power of attorney, Estate Planning, legacy, living will, power of attorney, Retirement, trusts, will
If you are a Baby Boomer who has worked hard, accumulated significant assets, support charitable causes, and plan to continue working through “retirement,” you are not alone! And you won’t be particularly surprised by the findings of a recently released survey by US...May 1, 2020 | Alzheimer's Disease, durable power of attorney, health care proxy, living will, trusts, will
Planning ahead is important for everyone to ensure our wishes are met in the event of death or incapacity. For families coping with Alzheimer’s disease and other kinds of dementia planning is even more important because of the uncertainty of your loved...