Here to Help: Client Service Specialist
From your very first phone call, I’m here to assist you. As a Client Service Specialist, I’m often the first point of contact for individuals and families seeking guidance in estate planning and elder law. I understand that reaching out for legal assistance can be a big step, and I’m committed to providing a warm, welcoming, and helpful experience. I’m here to answer your initial questions, schedule consultations, and ensure you feel comfortable and supported throughout your interaction with our firm.
Team Member Since 2023
MassHealth has strict financial limits, but not every asset counts toward eligibility. Some personal property, a primary residence within equity limits, certain vehicles, life insurance with low cash value, and […]
Estate administration in Massachusetts often takes nine months to a year, although some estates close sooner and others take longer. The timing depends on court filings, creditor claims, tax issues, […]
Let’s be honest—most of us don’t think about estate planning until we absolutely have to. Maybe you drafted a will or trust years ago and thought, “Great, that’s done. I’m all set.” But here’s the thing: estate planning isn’t a “set it and forget it” kind of […]
