The High Cost of Elder Care

Forbes Magazine recently published a good article on the high cost of caring for a senior with medical needs, written from the perspective of an adult who realizes his father more...

Avoid Nursing Home Poverty

Did you know that long-term care costs in Massachusetts can reach over $10,000…per month! That’s over $120,000 per year. Not many people, especially in these tough economic times, can afford more...

How to Fund a Massachusetts Irrevocable Trust

An Irrevocable Living Trust can in some ways be compared to a car without gas: it only works for you when you put something in it. Creating an Irrevocable Trust more...

How to Discuss Estate Planning with Aging Parents over the Holidays

The holiday season is here and now may be a good time to start conversations with loved ones about the future and their estate planning needs. As difficult as it more...

Giving Thanks with an Estate Plan

It’s almost Thanksgiving time—time to get together with those you hold dear and remember all the blessing that you and your family have been given. This year, as you sit more...

L’Oreal Heiress Battle Highlights Need for Estate Planning

L’Oreal heiress and head of France’s third-largest family fortune, Liliane Bettencourt, has been forcibly placed under the guardianship of her estranged daughter after a French judge ruled Mrs. Bettencourt’s declining more...

Is Your MassHealth Trust Working?

If you have a “living” trust your assets are still NOT safe from long-term care costs. Here’s a free tip that even ‘savvy’ estate planning clients are often unaware of: more...

Long-term Care Costs in Massachusetts

Did you know that long-term care costs in Massachusetts can reach over $10,000…per month! That’s over $120,000 per year. Not many people, especially in these tough economic times, can afford more...

Protect Your Home from MassHealth Liens

Did you know that MassHealth can place a lien on your home if you or your spouse requires long-term care? People often learn this the hard way when they need more...

Diabetes Linked to Alzheimer’s Risk

The results of a recent Japanese study published in the journal Neurology indicates that diabetes appears to dramatically increase a person’s risk of developing Alzheimer’s disease or other types of more...

Be Wary of Investing for Your Parents

In helping people plan for a MassHealth (Medicaid) application, I encounter many different financial entanglements that must be overcome prior to achieving eligibility for my clients. One particular obstacle has more...

Early Onset Dementia Hits Hall of Fame Coach

In yet another sad example of the pervasiveness of debilitating mental health issues, earlier this week it was announced that famed Tennessee women’s basketball coach Pat Summitt has been diagnosed more...