- Choosing a Trustee (2)
- Massachusetts Estate Tax (6)
- “step-up” in basis (1)
- 2011 homestead law (1)
- 401k (3)
- 403b (1)
- 5-year look back (1)
- Ademption by Extinction (1)
- Advance Directives (1)
- Aging in place (1)
- Aging Parents (1)
- annuities (1)
- ASAP (1)
- Asset Protection (3)
- Assets (3)
- Attorney-in-Fact (1)
- Attorneys (1)
- avoid probateElder Law (1)
- Avoiding Probate (3)
- Awards (3)
- Banks (1)
- Beneficiaries (13)
- Beneficiaries for Retirement Accounts (1)
- Beneficiary Designations (2)
- Beware the Spousal Elective Share (1)
- Bills (1)
- Biological and Adopted Children (1)
- Blended Families (5)
- Burial Instructions (1)
- Burials (1)
- Buying a home (1)
- capital gain exclusion (1)
- caregivers (1)
- CARES Act (1)
- Caring for Pets (2)
- CCRC (1)
- Celebrities (1)
- Charitable Giving (2)
- Children (2)
- Choosing a personal representative (2)
- Choosing a Trust (1)
- Choosing Fiduciaries (5)
- Claims Against Massachusetts Estates (1)
- Clients (1)
- College (1)
- College Planning (4)
- College-age children (1)
- Commonwealth Resources for Family Caregivers (1)
- Community Resources (1)
- Conservator (1)
- Coronavirus Protocols (1)
- corporate transparency act (2)
- Covid-19 (4)
- Create and Fund a Trust (1)
- Creating an Estate Plan (3)
- Credit Shelter Trusts (2)
- Creditor Protection (1)
- Creditors (1)
- CTA (1)
- Curbside Signing (1)
- Death (2)
- Deed (1)
- Deed Scams (2)
- Deeds (2)
- Dementia (1)
- Devisees (1)
- Digital Accounts (1)
- Digital Assets (2)
- Digital Estate Planning (3)
- Dimentia (1)
- Directive to Remains (2)
- Directives as to Remains (1)
- DIsinherit (1)
- Division of Assets at Death (2)
- Divorce (7)
- Durable Power of Attorney (23)
- ealth Care Documents (1)
- elder law (5)
- Eldercare (1)
- Elderlaw (1)
- Elderlaw Attorney (1)
- Elderly Parents (2)
- End of Life (3)
- end-of-life care (2)
- Establishing Residency in Other States (1)
- Estate Plan (7)
- Estate Plan Documents (1)
- Estate Plan Problems (1)
- Estate Planning (162)
- Estate Planning 101 (1)
- Estate Planning and Social Security (1)
- Estate Planning Attorney (1)
- Estate Planning Attorneys (1)
- Estate Planning Challenges (1)
- Estate Planning Documents (1)
- Estate Planning Drama (1)
- Estate Planning for Young Families (1)
- Estate Planning Issues (1)
- Estate Planning Law Firm (1)
- Estate Planning Mistakes (1)
- Estate Planning Online (1)
- Estate Planning Scams (1)
- Estate Planning Tasks (2)
- Estate Plans (7)
- Estate Plans Sale (1)
- Estate Recovery (1)
- Estate Tax (6)
- Estate Taxes (9)
- Estates (1)
- Events (1)
- Executor (1)
- Ferpa (2)
- Fiduciary (4)
- Fiduciary Compensation (1)
- Fiduciary Standard for Investment Advisors (1)
- Filing a Declaration of Homestead in Massachusetts (1)
- Financial Planning (1)
- Firm News (1)
- Fraud Prevention (2)
- Funding your Trust (1)
- Funeral Arrangements (1)
- Funeral Wishes (2)
- Gift Inheritance (1)
- GIFT tax (4)
- Gift tax 2023 and 2024 (1)
- Gift Tax Exclusion (3)
- Gifting (5)
- Gifts (5)
- Graduations (1)
- Grandchildren (1)
- Grantee (1)
- Grantor (1)
- Green Burials (1)
- Guardian (1)
- Guardianship (3)
- Guardianship and Conservatorship (1)
- Hand Written Wills (1)
- Happy Holidays (1)
- Happy Thanksgiving (2)
- Heal-Care Decision Making (2)
- Health Car Proxy (2)
- Health Care (1)
- Health Care Agent (1)
- Health Care Documents (2)
- Health Care Proxy (22)
- Health Care Proxy and HIPAA Authorization (2)
- Healthcare Proxy (2)
- Heath Care Decision Making (1)
- Heath Care Proxy (1)
- Heirs (1)
- HIPAA Authorization (1)
- Home in Trusts (1)
- home ownership (1)
- Homeownership (1)
- Homestead (3)
- homestead protection (1)
- Hospice (1)
- Hospice Benefits (1)
- How do you own a home (1)
- ILIT (1)
- Illness (2)
- Important Documents for College Students (1)
- Incapacity (2)
- Income Tax (1)
- Inheritance (3)
- Inheritance Planning (11)
- Inlaws (1)
- Interviews (1)
- IRA (2)
- Irrevocable Income Only Trust (1)
- Irrevocable Life Insurance Trust (2)
- Irrevocable Trusts (9)
- Joint Tenancy with Right of Survivorship (1)
- Last Wishes (1)
- Late Limited Probate Proceedings (1)
- Law Firm (1)
- Legacy (1)
- Legacy Contacts (1)
- Legacy Planning (1)
- Letters of Intent (1)
- LGBTQ (3)
- Life Estate (1)
- Life Estates (2)
- Life Insurance (3)
- living will (1)
- Living Wills (2)
- Loans (1)
- Long Term Care Insurance (4)
- Long Term Care Trust (1)
- Long-Term Care (13)
- losing a loved on (1)
- MA probate courts and ROD (1)
- Marital Status (1)
- Marriage (1)
- Mass Health (1)
- massachusetts (1)
- Massachusetts homestead law (1)
- MassHealth (4)
- Medicaid (7)
- Medicaid Benefits (1)
- Medical Compliant Annuity (1)
- Medicare (4)
- Meet Leah Kofos (1)
- Memorandum of Intent (1)
- Millionaires Tax (1)
- Minor children (1)
- MOLSTs (2)
- naming a guardian for your children (1)
- National Elder Law Month (1)
- New Years (1)
- Newsletter (1)
- No Will (1)
- Non-Married Partners (1)
- Nursing Home (5)
- Nursing Home Care (1)
- Nursing Home Costs (1)
- Online Estate Planning (1)
- Online Scam Prevention (1)
- Our Estate Planning Process (1)
- Owners Title Insurance (1)
- Owning a home (1)
- Owning Out of State Real Estate (1)
- Parenting (1)
- Parents (1)
- Pay on Death (2)
- Peace of Mind (1)
- Personal Property Memorandum (1)
- Personal Representative (5)
- Pets (3)
- Planning (1)
- Planning for the Surviving Spouse (1)
- Planning for Unique Assets (1)
- POA (1)
- Power of Attorney (10)
- Powers of Attorney (1)
- Prenuptial (2)
- Prepare Written Burial and Funeral Wishes (1)
- Primary Residence (1)
- Probate (7)
- Probate Court (2)
- property (1)
- Protect a Family Business (1)
- Protecting Assets (3)
- Providing for your Pets (2)
- Real Estate (11)
- Recognition (1)
- Refinancing (1)
- Remote Notarization (1)
- Required Minimum Distributions (2)
- Retirement (3)
- Retirement Planning (8)
- Reverse Mortgages (1)
- Revocable and Irrevocable trusts (1)
- Revocable Living Trust (3)
- Revocable Trusts (2)
- Rightsizing (1)
- Roth IRA (4)
- Same Sex Couples (1)
- Scams (1)
- Scheduling Appointments (1)
- Second Marriages (1)
- SECURE Act (4)
- Selling a home (1)
- Selling Real Estate (2)
- Selling your home (1)
- Seniors (1)
- Serving as Trustee (1)
- slayer statute (1)
- Social Media (1)
- Social Security Benefits (1)
- Socially Responsible Investing (1)
- Sole Ownership (1)
- Special Estate Planning (1)
- Special Needs (3)
- special needs beneficiaries (1)
- Special Needs Trusts (2)
- Spendthrift (1)
- Springing/Non Springing POA (1)
- Stepchildren (1)
- Stock Market (1)
- Super Lawyers (2)
- Supplemental Needs Trust (1)
- Supplemental Needs Trusts (1)
- Supported Decision-Making (1)
- Supreme Court Decisions (1)
- Surviving Spouse (1)
- Talking about Estate Planning (1)
- Tangible personal property (1)
- Tax Planning (1)
- Taxes (12)
- Temporary Agents (1)
- Tenancy by the Entirety (1)
- Tenants in Common (1)
- Testamentary Trust (1)
- Testamentary Trusts (2)
- Thanksgiving (1)
- the importance of a Health Care Proxy (1)
- The TPP Memo (Tangible Personal Property) (1)
- Third Marriages (1)
- Transferring Property (1)
- Travel (1)
- trust funding (1)
- Trustee (1)
- Trustees (2)
- Trusts (40)
- Trusts and Estates (1)
- Ugly Sweaters (1)
- Unclaimed Property (1)
- Unmarried Partner (1)
- Updates to the Massachusetts Homestead Law (2)
- Updating your Estate Plan (4)
- Vacation Homes (4)
- valentines day (1)
- Verbal Instructions (1)
- Video Conference (1)
- Wellness Programs (1)
- What is a Life-Sustaining Treatment Order? (1)
- Whats New (1)
- When Love Ones Pass Away (1)
- Wills (41)
- Wills and Estate Plans (2)
- Wills and Trusts (3)
- Young adults (1)