Second marriages pose challenges in estate, benefits planning
Second marriages are as common in the 50 plus population as they are with younger married couples. Couples who have remarried are often unaware of the legal and financial implications of their marriage.
Did you fund your estate plan?
By Linda T. Cammuso
REGION - Trusts are used every day in estate planning for a variety of reasons that include probate avoidance, gift tax...
New state law authorizes the creation of trusts for pets
By Linda T. Cammuso
Until now, Massachusetts residents were prohibited from providing direct financial support for the care of a surviving pet upon the owner’s...
The basics of Medicaid: What you can and cannot keep
By Margot Birke
In order to understand Medicaid qualifications, you first need to know how Medicaid treats your assets. Basically, Medicaid breaks your assets down...
The basics: planning tools for everyone
By Cathleen Summers
Now is the time to take the legal steps necessary to ensure that your assets are protected and that your wishes met....
Medicaid/MassHealth: Emphasizing the need to plan
By Linda T. Cammuso
Nursing home care or the need for long-term-care services is among the most serious financial burden a senior will experience in...
New state homestead law gives expanded protection
By Linda T. Cammuso
Until now, Massachusetts homeowners had to choose between homestead protection — which safeguards the equity in one’s home from attachment by...
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...
Understanding the five year Medicaid look back
By Cathleen Summers
After acquiring a lifetime of assets, many seniors wish to transfer these assets to loved ones. Before doing so, it is well...
Long-term care or nursing home?
By Linda T. Cammuso
People generally recognize the importance of long-term care and nursing home planning — just not always when it comes to themselves...
