Planning for Life

Who Gets Grandma's Yellow Pie Plate? - Massachusetts

Posted by Harry S. Margolis on November 12, 2013

By Harry S. Margolis

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Topics: family dispute, Estate Planning

Protect Your Pets with a Pet Trust - Massachusetts

Posted by Sarah Foster on November 8, 2013

By Sarah Foster

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Topics: Estate Planning

How Do Divorce & Remarriage Affect Social Security Benefits?

Posted by Sarah Foster on October 18, 2013

By Sarah Foster

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Topics: social security, Estate Planning, divorce

How Much Do You Need to Retire? -- Massachusetts

Posted by Harry S. Margolis on October 15, 2013

By Harry S. Margolis

How much money you need "in the bank" when you retire depends on many factors, including the following:

  • Living standards. How much money will you need each month to live the way you want to live? Does that include travel? A second home? Gifts or support to children and grandchildren? Create a budget as a starting point, and then assume that it will increase at least 3 percent per year to account for likely inflation.

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

Attorney Could Have Prevented Undue Influence

Posted by Rachel Sandler on October 14, 2013

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Topics: Estate Planning

Wisconsin Court Permits Challenge to Marriage Based on Incapacity

Posted by Harry S. Margolis on October 8, 2013

By Harry S. Margolis

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Topics: incapacity, Estate Planning, second marriage, probate

Why I Support Estate Taxes

Posted by Harry S. Margolis on October 1, 2013

By Harry S. Margolis

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Topics: Estate Planning

Supreme Judicial Court Hears Oral Argument in Nursing Home Cases

Posted by Rachel Sandler on September 13, 2013

By Rebecca J. Benson

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Topics: nursing homes, Estate Planning

How Many Agents Should You Name on Your Durable Power of Attorney?

Posted by Harry S. Margolis on August 27, 2013

By Harry S. Margolis

In your durable power of attorney you can name one or
morePower of Attorney  resized 600 agents (technically called "attorneys in fact") to step in and act for you on legal and financial matters in the event of incapacity. This can be your most important estate planning instrument and can save your family a lot of trouble and expense if you were injured, became ill, or were to suffer from dementia.

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Topics: Estate Planning

Court Finds Grandmother Unduly Influenced by Grandson - Massachusetts

Posted by Rachel Sandler on August 22, 2013

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Topics: Estate Planning

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