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 deal. Life changes, laws change, and if your documents are stuck in the past, they might not do what you think they...
’Tis the Season… to Review Your Estate Plan
By Attorney Erin L. Nunes, Esq., Managing Partner
A Lighthearted Holiday Reminder from Our Team
The holiday season is here—a time filled with family gatherings, festive traditions, and at least one spirited debate about whether “Die Hard” is truly a Christmas movie. Amid the celebrations, it’s also a surprisingly...
“’Tis the Season to… Update Your Will?” A (Gently) Hilarious Holiday Estate Planning Blog
Ah, the holiday season. A magical time of year filled with twinkling lights, festive cookies, and at least one family member who believes “Die Hard” is absolutely a Christmas movie (even though we all know it isn't).
It’s also the one time of year when many of us pause to...
Too Busy for Estate Planning? Why Delaying Could Cost You—and Your Loved Ones—More Than You Think
In a world that celebrates productivity and constant motion, estate planning often slips to the bottom of the to-do list. Between managing careers, raising families, caring for aging parents, and keeping up with daily responsibilities, many people feel they simply don’t have the time to think about wills, trusts, or long-term financial protections.
What to Look for While Visiting Aging Family During the Holidays: A Guide to Future Planning
Spending quality time with family is undoubtedly one of the best things about the holiday season. For those with aging loved ones, this time is especially precious. Beyond making cherished memories, the holidays offer a critical opportunity to observe, assess, and ensure your loved ones are safe, happy, and prepared for the future.
Passing Down Property Just Got Easier: Understanding MA’s Home Inspection Exemptions for Estate Planning
Message from Managing Partner Erin L. Nunes, Esq.
A recent change in Massachusetts law has introduced new home inspection requirements that could impact estate planning strategies involving real estate transfers. Designed to increase transparency and safety in property transactions, the law mandates specific inspection protocols that now apply not...
Understanding and Paying for Nursing Home Costs in Massachusetts
Erin L. Nunes, Esq., Managing Partner
The prospect of nursing home care can be financially daunting. With costs in Massachusetts often exceeding $15,000 per month, understanding the various payment methods and strategies is crucial for individuals and families facing this reality. This article outlines the primary avenues for covering...
Taking Money from an Irrevocable Trust Without Affecting the Medicaid Look-Back Period
Erin L. Nunes, Esq., Managing Partner
For many individuals and families, an Irrevocable Trust (IRT) is a crucial component of a comprehensive elder law plan, particularly for protecting assets while planning for potential long-term care needs and Medicaid eligibility. A common concern, however, is how to access funds from...
Big News for Business Owners: Understanding the Latest Changes to the Corporate Transparency Act
Erin L. Nunes, Esq. , Managing Partner
As an estate planning and elder law firm, we constantly monitor legal developments that impact our clients and the broader community. You may have heard about the Corporate Transparency Act (CTA), a federal law designed to combat illicit financial activities by requiring...