Planning for Life

Prenuptial Agreements and Medicaid - Massachusetts

Posted by Harry S. Margolis on October 27, 2012

By Harry S. Margolis

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

Why We Charge for the Initial Consultation -- Massachusetts

Posted by Harry S. Margolis on October 16, 2012

By Harry S. Margolis

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Topics: long-term care planning, Estate Planning

Blended Families Raise Challenging Estate Planning Issues - Massachusetts

Posted by Harry S. Margolis on September 29, 2012

By Harry S. Margolis

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Topics: Estate Planning, second marriage

Probate v. Nonprobate Property 101

Posted by Christina T. Vidoli on September 26, 2012

By Christina T. Vidoli

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Topics: Estate Planning, Probate Estate Administration

The Top 5 Reasons for Tax and Estate Planning

Posted by Maggie Lorenzo on August 20, 2012

by Nikki Marie Oliveira

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Topics: Estate Planning

Beware Too Specific Language in Special Needs Trusts - Massachusetts

Posted by Harry S. Margolis on July 3, 2012

By Harry S. Margolis

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Topics: special needs planning, Estate Planning

5 Issues to Consider When Creating a Special Needs Trust - Massachusetts

Posted by Harry S. Margolis on June 5, 2012

By Harry S. Margolis

While day-to-day obligations can certainly get in the way, at some point as a parent of a child with special needs you will need to create a special needs trust to shelter and manage whatever you may leave the child.  This is the only safe way to make sure that the funds you leave are protected and well managed and that the child, who by then is probably an adult, can continue to qualify for vital public benefits.

Photo by Jordan Whitt on Unsplash

Here are some of the questions you will need to consider in guiding their attorney to create the trust:

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Topics: trusts, special needs planning, Estate Planning

Social Security Benefits Denied Children Conceived After Death of Dad

Posted by Harry S. Margolis on May 23, 2012

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Topics: social security, Estate Planning

Trust an Expert When Planning Your Estate

Posted by Harry S. Margolis on May 21, 2012

By Nikki Marie Oliveira

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Topics: Estate Planning

It is Never Too Early to Do an Estate Plan -- Massachusetts

Posted by Harry S. Margolis on May 16, 2012

By Nikki Marie Oliveira

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Topics: trusts, Estate Planning, Retirement Planning

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