Planning for Life

At What Age Should You Do Long-Term Care Planning?

Posted by Harry S. Margolis on April 12, 2016

By Harry S. Margolis

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Topics: long-term care planning, long-term care insurance, MassHealth

Another Trust Bites the Dust, or Why You Should Review Your Plan Periodically

Posted by Harry S. Margolis on April 5, 2016

By Harry S. Margolis

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Topics: trusts, MassHealth planning, long-term care planning, MassHealth

EXPANDED ESTATE RECOVERY – We Need Your Help By 4/7/16!

Posted by Patricia C. D'Agostino on March 31, 2016

CALL TO ACTION:  This is a call to action to our clients and readers who own their homes jointly with their spouses or with another individual and those who have created life estate deeds.

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Topics: MassHealth, Estate Planning

The Crisis Facing America's Working Daughters

Posted by Harry S. Margolis on March 29, 2016

By Harry S. Margolis

In a recent article in The Atlantic, Liz O'Donnell, a Boston writer and family caregiver, describes the dilemma faced by many American women who, already stretched thin by working, caring for children, and doing more than their share of chores at home, then become the primary care providers and managers for their parents.

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Topics: caregiving, family caregiving

5 Rules You Need to Know About the Tax on Capital Gains

Posted by Harry S. Margolis on March 22, 2016

By Harry S. Margolis

There are many types of taxes out there: income, sales, real estate, estate, excise and capital gain. The tax you may be able to avoid or minimize most through planning is the tax on capital gains. Here's what you need to know to do such planning:

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Topics: income taxes, capital gains taxes

What is Probate and Should You Avoid It?

Posted by Harry S. Margolis on March 15, 2016

By Harry S. Margolis

Probate is the process through which after death your possessions are passed on to whichever individuals and charities you name in your will. If you don't have a will, your property passes under what are called the rules of "intestacy" which means that state law determines who gets what -- essentially your closest relatives.

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Topics: Estate Planning, will in massachusetts, probate, Probate Estate Administration

5 Things You Should Expect from Your Attorney

Posted by Harry S. Margolis on March 8, 2016

By Harry S. Margolis

Whether you are hiring an attorney for estate planning, a litigation matter, criminal defense or for a corporate negotiation, there are a number of attributes to the legal representation that you should be able to expect. While the list could be much longer, here are five:

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Topics: Legal profession, Estate Planning

10 Steps You Can Take to Avoid Elder Financial Abuse

Posted by Harry S. Margolis on March 1, 2016

By Harry S. Margolis

Seniors often become susceptible to financial abuse as the result of increased dependency due to illness, disability or cognitive impairments. They also often have a nest egg that they've accumulated over decades which can make them a target for predators, whether an offshore bogus sweepstakes or a care provider who sees an opportunity to be paid more than an hourly wage.

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Topics: Estate Planning, financial planning, elder law

Governor Baker Seeks to Expand Estate Recovery

Posted by Harry S. Margolis on February 23, 2016

By Harry S. Margolis

Governor Charles Baker's FY 2017 budget includes a proposal to expand MassHealth estate recovery to include non-probate property. Currently, MassHealth recoups its expenditures from the probate estates of individuals who received coverage of nursing home care or any other MassHealth benefits after age 55.

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Topics: MassHealth planning, MassHealth, Probate Estate Administration

The Top 10 Blog Posts of 2015

Posted by Harry S. Margolis on February 16, 2016

By Harry S. Margolis

While two of our blog posts on life estates and durable powers of attorney (see the links on the right) get far more traffic than all others (they must have gotten greenlighted by Google in some fashion), following are the most popular articles we posted in 2015.

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Topics: MassHealth planning, long-term care planning, MassHealth, Estate Planning

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