Your estate plan has many different parts to it. Because of this, the idea of doing a full review may seem like an enormous feat. This is especially true if you plan on taking expert advice and doing a review every 3 years. Fortunately, you do not have to review every...
Call to schedule an appointment or house call
Local : 617-379-0022
Toll Free : 866-591-4451
Local : 617-379-0022
Toll Free : 866-591-4451
Month: February 2021
What is a legal guardian?
If you are like most parents, it is difficult to imagine someone else raising your children. You want to be there for every milestone through childhood and into adulthood. Unfortunately, there are circumstances where you may need to consider appointing a legal...
Preserving means-tested benefits with a special needs trust
If you have an adult child who has a disability, you may want to use your estate plan to make life easier for him or her after your death. If you gift cash or other assets to your child, you may inadvertently harm his or her eligibility for Supplemental Security...
How do trusts work?
When you create your estate plan, you have a wide variety of tools that you can use to ensure your heirs receive the assets that you want. One of those options is a trust. SmartAsset explains that a trust is a financial tool that gives you control over the assets you...
Medicaid planning considerations in Massachusetts
Planning for long-term care before you need it can improve your chances of Medicaid eligibility. As you approach retirement age, you may want to learn more about Massachusetts' income and eligibility limits for the state's Medicaid program, known as MassHealth. Review...