Frequently Asked Questions about Estate Planning in Southeastern Massachusetts

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Webinars

5 Critical Estate Planning Documents

SECURE Act Presentation

Estate Planning Should Not Be A Near Death Experience

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About Us

Should I choose an attorney in my area?

How do you charge?

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Assets

Is it best to leave assets with one person?

Why do I need a trust? Can’t I just give everything to my kids?

Should I put my house or bank accounts in my kid’s names?

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Elder Law

The Care & Counsel Series – Crisis vs. Pre-Planning: The cost (financial and emotional) of waiting.

The Care & Counsel Series – Explaining the “3-day rule” and transfer logistics.

The Care & Counsel Series – Advocating for Seniors in a Clinical Environment

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Estate Planning

Estate planning 101: Foundational Documents & Probate

Estate Planning 101: Protecting Beneficiaries

Estate Planning 101: Advance Care Planning

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Long Term Care Planning

Why is it important to plan ahead for long-term care?

If I need long term care, what options are there to stay in my home?

When should I start planning for long term care?

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Medicaid

What is the Medicaid Gifting Penalty and how does it work?

How does the Medicaid spend down work for a single person?

What is the Medicaid gifting penalty and how does it work?

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Plan Your Future

What is a Move Manager?

What is a Reverse Mortgage?

What is an Assisted Living?

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Power of Attorney

What’s a durable power of attorney and why is it so important?

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