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Planning for Your Digital Assets

Digital assets did not exist 25 years ago, but they are now part of our everyday existence.  Things like the contents of our Facebook, Twitter and Instagram accounts, photographs stored online, digital music, YouTube videos, on-line gaming accounts, domain names, and email are all digital assets – a collection of our digital property and electronic […]

5 Questions about Estate Planning – A Quiz

With the abundance of information available to everyone today, including so-called ‘fake news’, it is not surprising that my clients sometimes have misconceptions about estate taxes, trusts, probate, and other estate and elder law matters.  In the spirit of the back-to-school season, here is a quiz to test your estate planning knowledge. Q. True or […]

SJC Issues Favorable Decision for Irrevocable Income Only Trusts

On May 30, 2017, the Supreme Judicial Court vacated the judgments of the Worcester County Superior Court companion cases, Daley and Nadeau, concluding that the right to use and occupy a residence does not make the assets contained within an irrevocable income only trust countable for MassHealth purposes.  The cases, which were argued before the […]