Caring for a loved one with special needs involves more than just addressing financial concerns; it’s about ensuring their day-to-day life is supported with the attention and care they require. A letter of intent captures the unique details of their routines, preferences, and needs, providing future caregivers with a comprehensive understanding of...
Author: omnizant.support
Adulting 101: Why Young Families Need an Estate Plan
Starting a family is an exciting milestone, but it also brings new responsibilities that require careful consideration. One of the most crucial steps you can take to protect your loved ones is to create a comprehensive estate plan. Estate planning isn’t just for the wealthy or the elderly; it’s about making sure...
Protecting LGBTQ Partners: The Importance of Health Care Proxies and Advance Directives
Planning for the future is essential, especially when it comes to ensuring that your wishes are respected in critical situations. For LGBTQ partners, having health care proxies and advance directives in place is a key step in safeguarding your rights and maintaining control over medical decisions. These legal documents enable you to...
Understanding Medicaid Spend-Down Rules in Massachusetts
Medicaid eligibility often requires reducing your assets to a certain level, a process known as spending down. Understanding how to manage this process is essential for those planning to apply for Medicaid in Massachusetts. By strategically spending down assets, you can meet the requirements without jeopardizing your financial stability. Whether you're preparing...
What to Expect During the Probate Process in Massachusetts
When a loved one passes away, managing their estate often involves going through probate. In Massachusetts, this process includes steps that ensure the proper distribution of assets, payment of debts, and finalization of legal matters. Each phase, from filing initial paperwork to distributing the estate, is designed to protect the interests of...
National Estate Planning Week: A Timely Reminder to Secure Your Future
By Erin L. Nunes, Partner at Surprenant & Beneski, P.C.
National Estate Planning Week, October 21-27, 2024, offers an ideal opportunity to reflect on your personal and financial goals and ensure your legacy is protected. As...
Case Study: The Importance of Early Estate Planning
Case Study Prepared by Silvia Sales, MassHealth Case Manager
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Client Background:
A husband and wife sought legal advice due to the wife's need for in-home care. Neither spouse had previously considered estate...
Power of Attorney vs. Health Care Proxy: What’s the Difference?
When thinking about your future, it’s natural to want reassurance that your wishes will be respected, both financially and medically. The Power of Attorney and Health Care Proxy are two ways you can make sure that the people you trust can step in and make decisions on your behalf if needed. Although...
What Is a Pour-Over-Will and When Is it Useful?
A pour-over will acts as a safety net in estate planning. It ensures that any assets not included in your trust during your lifetime are transferred into it after your passing. This tool seamlessly complements a living trust by capturing any missed assets and directing them to their intended destinations. This method...
The Young Parent’s Guide to Choosing Guardians for Minor Children
Choosing a guardian for your minor children is one of the most significant decisions you’ll make as a parent. It involves carefully considering who will provide the love, care, and stability your children need if you’re no longer able to. This process can be emotionally challenging, but it’s essential to ensure your...