- Choosing a Trustee (1)
- Massachusetts Estate Tax (1)
- 401k (3)
- 403b (1)
- 5-year look back (1)
- Advance Directives (1)
- Aging in place (1)
- ASAP (1)
- Asset Protection (2)
- Assets (2)
- Avoiding Probate (1)
- Awards (2)
- Banks (1)
- Beneficiaries (6)
- Beneficiary Designations (1)
- Bills (1)
- Blended Families (1)
- CARES Act (1)
- Celebrities (1)
- Charitable Giving (2)
- Children (1)
- Choosing a personal representative (1)
- Choosing a Trust (1)
- Choosing Fiduciaries (1)
- Claims Against Massachusetts Estates (1)
- College (1)
- College Planning (2)
- College-age children (1)
- Coronavirus Protocols (1)
- Covid-19 (4)
- Credit Shelter Trusts (1)
- Creditor Protection (1)
- Creditors (1)
- Curbside Signing (1)
- Deed Scams (1)
- Digital Assets (1)
- Digital Estate Planning (3)
- Dimentia (1)
- DIsinherit (1)
- Division of Assets at Death (1)
- Divorce (4)
- Durable Power of Attorney (19)
- elder law (3)
- Eldercare (1)
- Elderly Parents (2)
- End of Life (2)
- Estate Planning (116)
- Estate Planning and Social Security (1)
- Estate Planning Mistakes (1)
- Estate Plans (4)
- Estate Tax (3)
- Estate Taxes (7)
- Estates (1)
- Executor (1)
- Fiduciary (2)
- Fiduciary Compensation (1)
- Fiduciary Standard for Investment Advisors (1)
- Financial Planning (1)
- Gift Inheritance (1)
- Gifting (2)
- Gifts (5)
- Graduations (1)
- Guardian (1)
- Guardianship (1)
- Heal-Care Decision Making (2)
- Health Care (1)
- Health Care Proxy (19)
- Heath Care Decision Making (1)
- Heath Care Proxy (1)
- HIPAA Authorization (1)
- Home in Trusts (1)
- Homeownership (1)
- Income Tax (1)
- Inheritance (3)
- Inheritance Planning (10)
- IRA (2)
- Irrevocable Income Only Trust (1)
- Irrevocable Life Insurance Trust (1)
- Irrevocable Trusts (6)
- Legacy Contacts (1)
- Legacy Planning (1)
- Letters of Intent (1)
- Life Estate (1)
- Life Estates (1)
- Life Insurance (1)
- Living Wills (1)
- Loans (1)
- Long-Term Care (11)
- MA probate courts and ROD (1)
- Mass Health (1)
- massachusetts (1)
- MassHealth (3)
- Medicaid (6)
- Medicare (4)
- Memorandum of Intent (1)
- Minor children (1)
- MOLSTs (1)
- No Will (1)
- Nursing Home (5)
- Nursing Home Care (1)
- Nursing Home Costs (1)
- Online Estate Planning (1)
- Owners Title Insurance (1)
- Parenting (1)
- Pay on Death (2)
- Peace of Mind (1)
- Personal Representative (2)
- Planning for the Surviving Spouse (1)
- POA (1)
- Power of Attorney (5)
- Probate (4)
- Protecting Assets (1)
- Real Estate (5)
- Recognition (1)
- Remote Notarization (1)
- Required Minimum Distributions (2)
- Retirement (2)
- Retirement Planning (8)
- Revocable Living Trust (1)
- Revocable Trusts (1)
- Rightsizing (1)
- Roth IRA (4)
- Scheduling Appointments (1)
- SECURE Act (4)
- Selling Real Estate (1)
- Selling your home (1)
- Seniors (1)
- slayer statute (1)
- Social Media (1)
- Socially Responsible Investing (1)
- Special Needs (1)
- Special Needs Trusts (2)
- Springing/Non Springing POA (1)
- Stock Market (1)
- Super Lawyers (2)
- Supplemental Needs Trust (1)
- Taxes (9)
- Testamentary Trust (1)
- Thanksgiving (1)
- the importance of a Health Care Proxy (1)
- The TPP Memo (Tangible Personal Property) (1)
- Transferring Property (1)
- Travel (1)
- trust funding (1)
- Trustees (1)
- Trusts (35)
- Unclaimed Property (1)
- Updating your Estate Plan (2)
- Vacation Homes (2)
- Video Conference (1)
- When Love Ones Pass Away (1)
- Wills (34)
- Wills and Estate Plans (1)
- Wills and Trusts (1)
- Young adults (1)