Estate planning: you can’t afford to wait
f you’re like most people, you probably have a list of reasons why you haven’t established your estate plan.
Steps to take to plan for long-term care needs
By Cathleen Summers
Statistics can be sobering, particularly when we are talking about long term care. According to a January, 2005 AARP article entitled A...
Failing yourself and loved ones if dementia strikes
By Linda T. Cammuso
Failing to do an estate plan touches lives in ways that we often fail to imagine. So many people drag their...
Protecting your Children’s Inheritance
By Linda T. Cammuso
When parents name a child in a will or trust, or list the child as a joint owner on an asset...
Avoiding mismanagement of inheritances by your grandchildren
By Linda T. Cammuso
With the economic challenges families face today, grandparents are increasingly looking to leave an inheritance for their grandchildren — whether to...
Who will inherit your IRA?
Most people name a beneficiary when they open the account and designate a spouse or children. Therefore, when they die, the money goes to a spouse or the children. Sounds easy, right? (Not so fast).
DOMA Decision: What it means for estate planning
By Linda T. Cammuso
The Commonwealth of Massachusetts legalized same-sex marriage in 2004. While the intent was to put same-sex couples on equal footing with...
Urge your adult children to have their own estate plan
By Linda T. Cammuso
Most informed seniors have an estate plan, but what about their adult children? All too often, estate planning is perceived as...
Medicaid/MassHealth: When is it too late to apply?
By Linda T. Cammuso
Consider the following scenarios:
•“My Medicare days are running out and I still need more rehab; what do I do now?”
•“My mother...
Estate planning: Waiting can be costly to your family
By Cathleen Summers
Do you know what happens if you die without a will? The courts will decide who will raise your children, manage your...
