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Toll Free : 866-591-4451
Initiating Medicaid planning should ideally start long before the need for long-term care arises. Waiting until a health crisis occurs can limit your options and potentially deplete your assets. To make informed decisions, it is important to understand the key...
Planning for the future is a good endeavor, and creating an estate plan is part of that process. Yet, it is not enough to simply draft a will or trust. You must also ensure that your estate plan remains secure and accessible when needed. Organize your documents Begin...
Creating an effective estate plan ensures the distribution of your assets happens according to your wishes after you pass away. However, estate plans can sometimes face challenges and disputes from family members or beneficiaries. To help you avoid such contests, you...
When it comes to planning for the distribution of your assets after your passing, gift taxes are important to keep in mind. Gift taxes apply to the transfer of property or assets from one person to another without receiving full compensation in return. Grasping the...
People update their estate plans to account for changes that affect their estate goals. Your business succession plan should not be an exception. To help ensure your company ends up in the right hands, you should alter your strategy when necessary. Here are some life...
The goal of state law is to ensure a person who has suffered incapacitation and cannot make personal care or financial decisions has the right guardian or conservator. This is why Massachusetts law establishes a hierarchy of candidates who may serve as guardians....
Setting up a Medicaid trust under Massachusetts law takes careful planning, but the effort can be worth it. This kind of trust holds some of your assets so you may reduce the size of your estate and someday qualify for Medicaid. However, not all trusts qualify as...
Leaving an inheritance to your loved ones brings a sense of satisfaction, knowing that you have provided for their future even when you are no longer around. However, you might worry that your heirs could misuse or waste their inheritance, leading to financial...
Would it surprise you to know that only just over one-third of American adults have any kind of estate plan? If you have not created a plan of your own, you probably have well-meaning friends and family members telling you to get one in place, especially if you have...
Structuring your finances with estate planning can feel overwhelming for many reasons. However, developing a strategy that carries out your financial wishes and streamlines the process for your family is vital. Creating a living trust can help you prepare your estate...
