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What You Need to Know About Medicare

Maureen Baxter, CLU®, ChFC ® and Steven Joshua Samuel JD MBA AIF ® “Total projected lifetime health care premiums (Medicare Parts B and D, supplemental insurance, and dental insurance) for a healthy 65-year-old couple retiring this year are expected to be $321,994 in today’s dollars.” It’s more important than ever to understand health care costs […]

AGEING IN PLACE

By Steven Joshua Samuel JD, MBA, AIF® The Economist magazine recently published a story that summarizes some of the issues that all of us have to address to age in place well, meaning, live where and how we prefer to live: “In 1965, ANDRÉ-FRANÇOIS RAFFRAY, a 47-year-old lawyer in southern France, made the deal of […]

Protecting your Child’s Inheritance from the Reach of a Divorcing Spouse

On May 11, our firm’s bi-monthly Smart Counsel presentation focused on the best way to protect the inheritance you will leave to your children from the reach of your child’s spouse in the event of a divorce.  There were two parts to our program.  First, family law attorneys Barbara Nason and Amy Vaughn  spoke about […]

Dementia Friendly Massachusetts

The Massachusetts Executive Office of Elder Affairs has a new initiative to raise awareness about the prevalence of dementia in our state, in an effort to make our communities and those who live in them more “friendly” to those who suffer from dementia.  Did you know that one  in eight older adults in Massachusetts has […]