April 21, 2020

EXECUTING ESTATE PLANNING DOCUMENTS DURING THE PANDEMIC

How do you go about signing documents during this time of social distancing and self-isolation?  In Massachusetts, a will be must in writing and signed by the Testator in the presence of two credible disinterested witnesses.  Although notarization is not necessary, it simplifies the probate […]
April 20, 2020

Estate Planning in the Midst of the Corona Virus

The novel coronavirus pandemic and resulting social distancing and self-quarantining has caused obvious anxiety, fear and concern over our health, family and financial matters. It has left many of us feeling that so much is beyond our control. However, this is not the time to […]
May 5, 2017
Testamentary Special Needs Trusts

Testamentary Special Needs Trusts in Medical Planning

Creating a Testamentary Special Needs Trust (TSNT) is often a good tool to utilize when planning for Medicaid for a spouse.  A TSNT is a trust created under your Last Will and Testament.  Under current rules, funds contained in a properly drafted testamentary trust generally […]
May 5, 2017
Nursing Home Costs

Paying for Nursing Home Care

In Massachusetts, nursing home care can cost as much as $15,000 a month and the average nursing home stay is two years.  Unfortunately, there are not very many options for covering nursing home costs.  There are typically four options for paying for nursing homes: Private […]
April 4, 2017

Massachusetts Medical Orders For Life Sustaining Treatment (MOLST)

A MOLST is a clinical form and standard of care which describes your wishes for certain medically appropriate life-sustaining treatments in a medical emergency.   It is a medical professional’s order that helps you keep control over medical care at the end of life.  Similar to […]
April 4, 2017

Pre-Paid Funeral Contracts

Although funerals are never a fun thing to think about, failure to plan for this inevitability can have negative consequences for you and your family.  When a loved one dies emotions are high.  Financial implications of a funeral are often overlooked.  However, funeral expenses are […]