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Planning for Life
AskHarry Podcast Episode 1: Planning Steps Seniors Can Take for their Protection
New York Life Hierarchy of Financial Needs Shortchanges Estate Planning
Don't Miss Out on Your 100 Days of Medicare SNF Care
We're Getting Older, But Not as Old as Some Countries
Why You Might Want a SECURE SNT
Health Care Agent Decides on Antipsychotic Medications, Not Court
Appeals Court Case Potentially Undermines Phannenstiehl Protections
Remaindermen Cannot Force Sale of Property in Life Estate
SJC Rules on Effect of Out-of-State QTIP Election in Massachusetts
Enhanced Unemployment Benefit Protects Caregivers and Families
Autonomy vs. Protection for Older Women
4 Reasons to Pay Caregivers More
Law as Prediction: Two Cases I Got Wrong, But My Partners Got Right
Should You Use a Lawyer or Do It Yourself?
System Failures: Policing, Public Health, Education, Housing, Long-Term Care
We're Reemerging, Carefully
SECURE Act Complicated Things, CARES Act Further Changes IRA Withdrawal Rules
You Don't Need a Lawyer for Your Advance Directive
Got Questions? We've Got Answers
"For the duration . . ."
Remote Notarization Law Now Available in Massachusetts
Why Don't We Have Virtual Notarization Yet? (Actually, now we do)
Estate Planning in the Time of Coronavirus
Have Your Go Bag Ready in Case You Fall Ill
Who Gets Cash Found in House?
What is Settlement Planning?
Amazon Scam Almost Got Me
Document Execution in the Time of Coronavirus
How Can You Help Your Aging Parents from a Distance?
10 Positive Effects of the Coronavirus
Attorney Sarah Hartline Gets MassHealth Transfer Penalty Overturned
The Coronavirus and Senior Living Facilities
How Long Must Lawyers Hold Original Wills?
It's Only Fair to Pay Caregivers Above the Table
What to Do About Medicare Observation Status
Divide Things, Not Families
5 Common MassHealth Myths & Misconceptions
Your 18-Year-Old Needs These 3 Documents
How Can Tangibles be Fairly Divided?
Court Rules MassHealth Must Return Annuity Payments
Should There Be a Tax on Just 2,000 Estates Each Year?
What You Need to Know about Special Needs Trusts and Taxes
3 Implications of the SECURE Act
You Can't Amend Your Trust by Post-It Note
What the SECURE Act is All About
Assisted Living Facilities Subject to Landlord-Tenant Law, SJC Rules
Assisted Living and Wishful Thinking
Inequality of Aging Baby Boomers to Create Huge Challenge for the U.S.
The Pernicious Unfairness of MassHealth Estate Recovery
Ultimate Juggling Act: Working, Raising Children, & Caring for Parents
How Does MassHealth Calculate Life Estates?
You Don't Have to Be a Senior to be a Scam Victim
Aging 2.0 Conference Paints Challenging Picture for Baby Boomers
Massachusetts Scores in Middle of Ranking of Best States for Aging
SNT vs. ABLE Account: Which Makes More Sense for You
Should Landlord-Tenant Laws Apply to Assisted Living Facilities?
Massachusetts Taxes Real Estate in Estates of Non-Residents
Now or Never, MassHealth to Close Door on Pooled Disability Trusts
5 Ways to Divide Tangible Property in an Estate
States Experiment on Long-Term Care, But Where's Massachusetts?
Wonder What You Need to Do as Executor? Website Provides the Answers
Not Enough Retirement Savings? You're Not Alone & It's Not Your Fault
Social Security Decisions Can Have a Major Impact on Your Benefits
Senior Tax Breaks: Boon or Ticking Bomb?
Is MassHealth Really a State Budget Buster?
7 Questions to Ask Regarding Your Vacation Home
8 Dos and 2 Don'ts for Serving as Trustee
6 Rules of Thumb in Choosing An Agent Under A Durable Power of Attorney
5 Reasons to Use a Pooled Trust for MassHealth
D'Agostino Wins MassHealth Trust Case
Timing is Everything: Don’t Wait Too Long to Sue Your Brother
Will the Vacation Home Keep the Family Together or Tear it Apart?
Should Seniors Downsize or Age in Place?
7 Ways to Divvy Up Your Stuff
What is the Standard for Incapacity to Sign a Legal Document?
Trustee Beware—Fee Petition Turned Down
7 Reasons to Use a Professional Trustee
The Facts on Alzheimer's Disease and Other Forms of Dementia
4 Steps to Protect Your Digital Estate
Where Should You Live as You Age?
What Happens in Massachusetts if You Don't have a Health Care Proxy?
Lawyer for the Situation or for the Family
Don't Let the Perfect Plan Get in the Way of a Good One
How Much Should You Give to Charity? When? Which Charities?
When to Use an ABLE Account
Divorce-Created SNT Deemed Self-Settled for Creditor Purposes
SJC Rules Surviving Spouse Gets Life Estate in Real Estate
Court Faults 'Arbitrary and Capricious' MassHealth Hearing Decision
6 Red Flags of Potential Undue Influence, and How to Respond
What's a Trustee to Do Without Guidance? Provide a Letter of Wishes
Beware the Use of Preprinted Probate Forms
5 Management Lessons from Bill Belichick
Don't Ask a Neuropsychologist About Legal Capacity
Couple Ordered to Complete Sale of Nahant Home Despite Incapacity Claim
Strategies for a Full Life with Dementia
Why the Governor's Council Should be Abolished
Home Care Benefits and Risks
Russell, McTernan, McTernan & Fruci of Norwood Merges with Margolis & Bloom
Can an Online Note Serve as a Will?
Bonazzoli Recommends Program for Dealing with Estate Planning Unknowns
Why Didn't Aretha Have a Will?
Why You Don't Need to Review Your Estate Plan Every 5 Years (Unless You're 60+)
Why Would Anyone Do Estate Planning? A Lot of Bang for the Buck
New End-of-Life Resource in Massachusetts
MassHealth Held to Violate Notice Requirements in Trust Cases
USEFUL TOOL: Pre-Guardianship Checklist
John Oliver Explains Guardianship
Does Contested Language Create a Life Estate in Land?
MassHealth Permitted Late Intervention in Personal Injury Case
What's It Like to Meet with an Attorney to Do Your Estate Plan?
Brookline Nursing Home Subject to 93A Claim
M&B Attorneys Win Two MassHealth Trust Hearings
Should You Engage in Massachusetts Estate Tax Planning?
Managing Risk for Unpredictable Events
MassHealth Denial in Trust Case Overturned
Why We Don't Plan: Prunes
Why Are Lawyers So Expensive?
Why Most Married Nursing Home Residents Can Get MassHealth Coverage
Is Demography Destiny?
Be Nice to Your Beneficiaries, or Don't Be Their Trustee
Patricia C. D’Agostino Becomes Partner
Another Reason to Support the Estate Tax
What Do You Do When the Bank is Unreasonable?
Should My Financial Planner Be a CFP, CLU, or a What?
The Estate Tax: Going, Going, Gone?
Can You Name More Than One Person on a Health Care Proxy?
What Happens If Your Trustee Can't Serve?
Assisted Living Facilities Are Subject to Landlord Tenant Law
Risking Old Age in America
Accounting Firm Starts Practicing Law: Is this the Future for the Legal Profession?
7 Reasons to Create a Family Protection Trust, and 4 Not To
If Your Trust Isn't Working, Don't Recant, Decant
Should My Lawyer Be a Member of NAEPC, AAEPA, ACTEC, NAELA, etc.?
MassHealth Planning is Not for Everyone
Is Medicaid Planning Ethical?
Trump-Ryan-McConnell Plan Takes Aim at Your Parents, and You
SJC Rejects MassHealth "Availability" Doctrine
7 Solutions If You Transferred Assets Within 5 Years of Moving to a Nursing Home
Appeals Court Confirms Use of POAs in Life Estate Deeds
7 Reasons You Should Consider A QTIP Trust
A Different Approach to Estate Planning
5 Reasons to Use a Lawyer for MassHealth Planning
2 Reasons Surviving Spouses Should File Federal Estate Tax Returns
Reminder: There is No Such Thing as a Medicare Improvement Standard
What Happens if Your Lawyer Doesn't Retire?
IEP/BSEA Hearing Process for Those Working with Special Needs Children
Questions & Answers on Protecting the Family Home
Beware the Mass Estate Tax at the Threshold
MassHealth Seeking to Limit Use of Pooled Trusts
Eligibility Criteria for Home & Community Based Services Waiver
Probate Court: Attorney-in-fact Executed Documents for Her Own Benefit
Congress Passes Special Needs Fairness Act
Is Anyone Entitled to an Inheritance?
MA Estate Tax on Out-of-State Real Estate
Explaining the Inexplicable: Massachusetts Estate Tax and Gifting
Demented Patient Liable for Injuries He Causes
Is Your Trust Subject to Massachusetts Income Tax?
Avoiding Massachusetts Taxes: So You Want to Move to Florida?
Case Illustrates, but Rejects, Doctrine of Merger in Trust Law
What's a Trust and Why are There So Many Different Kinds?
MassHealth Planning and Real Estate
Using Annuities in MassHealth Planning for Nursing Home Residents
5 Essential Estate Planning Documents and Why They Matter To You
What does it mean to be an agent under a durable power of attorney?
Are You Saving to Leave an Inheritance? Why?
Who Should Get Your Stuff When You Die? And Who Should Decide?
In Pfannenstiehl Case, MA SJC Affirms Use of Asset Protection Trusts
So You've Been Appointed Trustee, Now What?
10 Reasons to Review Your Estate Plan
Franklin Institute in PA has Egg on its Face in Disability Lawsuit
To Live Really Long, Be Female and Japanese
Get On It! The Centralized Section 8 Waiting List
Beware Your Old Bypass Trust
Little-Known Social Security Benefit for Parents of Disabled Children
See the US Population Age Before Your Eyes
The Future of Law According to LegalZoom
The Caregiver's Path to Compassionate Decision Making
Favorable Decision from Appeals Court on Irrevocable Trusts
5 Rules You Need to Know About the Tax on Capital Gains
5 Things You Should Expect from Your Attorney
10 Steps You Can Take to Avoid Elder Financial Abuse
8 More Ways to Protect Your Home from MassHealth Estate Recovery: Part 2
What's Wrong with LegalZoom and RocketLawyer?
Court Rejects Income-Only Trust Created by MassHealth Applicant
11 Nursing Homes to Avoid?
4 Ways to Protect Your House from MassHealth Estate Recovery: Part 1
Does an Annuity Make Sense for Retirement Planning?
Organ Donation Saves Lives - Massachusetts
How to Fleece an Estate . . . or Giving Lawyers a Bad Name
5@55: The Essential Estate Planning Documents
Does Pfannenstiehl Case Undermine Asset Protection in Massachusetts?
Why We Should Keep Baby Boomers on the Job
Steinberg Laments Lack of Wheelchair Access in Boston
10 Questions to Ask an Elder Law Attorney
Supplemental Needs Trusts: Do They Need a Separate Tax ID?
5 Tips on Hiring a Lawyer
How Should Fees for Estate Planning Be Set?
4 Models for Attorney-Client Advising
Barreira Provides Guidance on MassHealth Appeals
Assisted Living Keeps Growing in Massachusetts
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