Articles

Estate Planning

• Everything You Need to Know About Annuities
• How to Protect Clients from Financial Abuse
• Modern Marriage for Seniors and Soon-to-be-Seniors (Baby Boomers)
• Why Plan Your Estate?
• So, You've Been Appointed Trustee: What Now?
• Protect Your Family From Divorce and Creditors
• What Legacy Will You Leave?
• Choice of Trustee
• Family Protection Trusts for Seniors

Long-Term Care and MassHealth Planning

• What to Do About Doherty
• 6 Tips for Helping Parents with Finances
• The Virtues of Private Reverse Mortgages
• 10 Steps to Less Stressful Caretaking
• Six Tips for Sailing through the MassHealth Application Process
• 44 Questions to Ask a Nursing Home
• Protecting Nazi Restitution Funds
• Asset Protection for Seniors
• Planning to Protect the Home

• Using Annuities in MassHealth Planning for Nursing Home Residents

Guardianship and Conservatorship

• When Your Child Turns 18: Rogers Guardianships
• Interstate Guardianship Then and Now: Massachusetts Adopts the UAGPPJA

Patient and Nursing Home Resident Rights