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Massachusetts’ Highest Court Overturns Case Which Eroded Asset Protection Aspect of Trusts

In our October, 2015 newsletter Attorney Baler reported on a Massachusetts Appeals Court case  that held that a husband’s interest in a trust created by his father was a marital asset subject to division in  his divorce (Pfannenstiehl v. Pfannenstiehl). That Appeals Court decision was very disturbing to estate planning attorneys because prior to that holding, […]

Estimating and Planning for Health Care Expenses During Retirement

Health care expenses are among the largest and most difficult costs to estimate and control during retirement. Even those of us doing a good job saving, investing and estimating our retirement expenses may be underestimating the cost of our health care. In the years approaching retirement, it may seem that switching from a private health […]