Archives: Newsletters

Client Newsletter: Oct. 31, 2025
Legal and Financial Planning for Multi-Generational Households

Client Newsletter: Oct. 20, 2025
Taking Money from an Irrevocable Trust Without Affecting the Medicaid Look-Back Period

Client Newsletter: Oct. 10, 2025
October is Special Needs Law Month: Understanding Special Needs Planning

Client Newsletter: Oct. 3, 2025
Big News for Business Owners: Understanding the Latest Changes to the Corporate Transparency Act

Client Newsletter: Sep. 26, 2025
Guiding Your Loved Ones: A Comprehensive Approach to Caring for Aging Parents in Massachusetts

Client Newsletter: Sep. 19, 2025
Can I Lose Medicaid if I Sell My House?

Client Newsletter: Sep. 16, 2025
Can I Lose Medicaid if I Sell My House?

Client Newsletter: Sep. 12, 2025
Should You Include Your Estranged Adult Children in Your Estate Plan?
Every estate plan tells a story of values, priorities, and relationships. When it comes to children you’ve become distant from, deciding what role they should play in your legacy can be one of the most difficult parts of planning. Some parents lean toward inclusion to preserve family ties, while others feel a clear separation...

Client Newsletter: Sep. 5, 2025
Secure Your Legacy with Virtual Consultations and Easy Signing
You’ve worked hard your entire life to build and protect what matters most. Now, it’s time to ensure that your legacy, your wishes, and your loved ones are secure. Many people put off estate planning because they think it’s complicated, but we’ve made the process simple and accessible. With our streamlined approach, you can...
