By CORI A. ROBINSON
COVID-19 and the resulting social distancing and self-quarantining have caused health, child, and financial issues prompting palpable anxiety, fear, and concern. It has also brought nuclear families...
Rianka DorsainvilContributorPersonal Finance
There are many common misconceptions surrounding the topic of estate planning. For example, many people believe that estate planning just means having a will. Others think that estate planning is only a concern for retirees or those over age 55. Unfortunately, these misunderstandings can...
Written by Attorney Daniel M. Surprenant, Esq., CELA
Good News! Our office has recently, successfully, implemented a strategy to help a family keep more income while one of the spouses needed long term care paid for by Medicaid (a.k.a. MassHealth)! We thought we’d take a moment to write about...
Article Written by Sheryl Cox of Stifel, Nicolaus & Company, Inc., Plymouth MA
Certain IRA holders have the opportunity to make tax-free distributions from their IRAs to qualified charitable organizations.
For tax-free eligibility, the Qualified Charitable Distribution (QCD) must be sent directly from the IRA payable...
The following checklist will help you prepare the necessary documentation and information to draft a will. Many people think they don't own anything of value, which usually is not true. Value comes in may forms other than cash or investment assets. This checklist will help you to take inventory of what...
Nearly 7 million older adults live alone, according to a recent federal study. Half of all women over the age of 75 live by themselves. A large percentage of seniors who are living alone have no living siblings or children. Seniors who are alone without any family members to provide them...
When our elder law care team meets with clients, our clients often confuse the words “Medicare,” “Medicaid,” and “MassHealth.” Understanding the differences between government programs can be confusing. When it’s time for a loved one to receive medical care in a nursing home, many families are left wondering which government program...
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At some point, support from family and friends may not be enough for your spouse. When your spouse requires full-time health care, they may need to move into a Massachusetts nursing home. Many nursing homes offer full-time care that includes personal care, food, medical services, and housekeeping. Many nursing homes provide specialized...
Helping our children succeed in the world is one of the greatest joys as a parent. Sadly, when parents have multiple children, conflict can arise when a parent gives or loans money to only one child. Accounting for gifts and loans you’ve made to your children in your estate plan can...
