Longer lives are among the greatest achievements of our modern era. Advances in healthcare and other progress related to human safety have resulted in what the United Nations says is one of the most significant social transformations of the 21st century. However, with the success of longer lives come problems that catch most of us off-guard. […]
As a Framingham will and trust lawyer, I have the important job of helping clients create a legacy that is compliant with a number of different laws. For the most part, these laws will vary from state to state. Some differences are minor, while others can impact an estate plan significantly. Someone who already has […]
Millions of individuals are affected by dementia in their lifetime. Unfortunately, it is usually after a medical crisis, like dementia, hits that many families begin to think about estate planning. What people don’t realize, however, is that it may be “too late” under the law to make a plan after dementia strikes. This is usually […]
Blended families are becoming more and more common in modern society, yet, estate laws remain largely unchanged and still geared toward a “traditional” family structure. This poses an issue when it comes to leaving an inheritance for step-children in an estate plan. Step-children are often not legally adopted by the new spouse, which means they […]
This tragic hurricane season and other disasters have taken a toll on many parts of the United States and the Caribbean. They have also taken a toll on the charitable organizations that step in when a crisis hits. As a will and trust lawyer in Framingham, it is gratifying to meet with clients who want […]
Often, when we think of someone having property overseas, we think of George Clooney and his Italian villa or Richard Branson and his private island. However, plenty of everyday Americans own property or assets in other countries, and it may become part of their estates when they pass on. There are special considerations to keep […]
As a Framingham elder law attorney, I get this question quite a bit. Should I invest in long-term care insurance? The answer is….maybe. Let me explain. First, you should consider the fact that the Department of Health and Human Services estimates that anyone reaching the age of 65 years has a 40% chance of entering […]
Even with the best intentions, most senior citizens don’t plan for a future in which they may be incapacitated. Perhaps they didn’t want to face the prospect of losing autonomy, or perhaps they fell ill before they had a chance to plan. Either way, for those with elder relatives and loved ones who no longer […]
When a child with special needs turns 18, parents must begin to think about sensitive issues such as long-term care planning and how to legally stay in control. Adult guardianship is one such vehicle that allows parents to have legal and financial authority over their children when their parental rights would otherwise be terminated. Petitioning […]
As a Greater Boston Probate Attorney, I’m commonly asked, “What are the most important steps I need to take after the death of a loved one?” While each situation is different, there are eight general tasks that I advise families to start with when attempting to finalize their loved one’s affairs and close out the […]
Unfortunately, family feuds that center around someone’s will or trust are a tale as old as time. Even if this is not something you have personally experienced, you may have heard a few horror stories. As a Framingham will and trust lawyer, I’ve seen it firsthand. While family squabbles after the death of a loved […]
Being a responsible parent is usually associated with bedtime stories with toddlers, homework reminders for grade schoolers and trying to decide whether or not your teenager is responsible enough to drive to school on his or her own. Creating an estate plan for those children is not something we usually associate with responsible parenting, but […]
Children with special needs, or Children with Special Health Care Needs as defined by the Social Security Act, are eligible to receive a number of government benefits to pay for the aid, care, and services that are available to them. There are many ways a child can qualify as a Child with Special Health Care […]
Not too long ago, a person who decided to leave an inheritance behind for their pet might be considered eccentric, to say the least. Take, for example, the case of Leona Helmsley: when she died in 2007, she left her dog Trouble an inheritance worth $12 million. While there may have been other factors weighing […]
Many people plan for their retirement by using Roth IRAs due to their great tax benefits, but most don’t know that Roth IRAs are also excellent for avoiding probate. First, here are some basics about tax planning with Roth IRAs that Middlesex County probate lawyers typically go over with their clients: Unlike traditional IRAs […]
The elderly are too often targets of unscrupulous individuals who may try to take an unsuspecting senior’s money. Seniors are especially vulnerable as they become less cognitively able and thus more dependent on other adults. Unfortunately, as a Great Boston Area elder law lawyer, I am sad to say that elder financial abuse is common […]
When it comes to creating a special needs plan for a loved one with disabilities, it’s the hope that all family members are in agreement and ideally on the same page. But, as a Middlesex County special needs lawyer, I have seen that even if everyone is working together, there can be issues when the […]
A common concern for those who have remarried is that they still want to leave the bulk of their estate to their adult children without abandoning their current spouse. The solution? Create a life estate. A life estate is a tenancy that allows a person to use a property for the rest of their natural […]
An estate administrator has a duty to manage the estate and do so in the best interest of the beneficiaries. However, not every administrator acts in good faith, and even when they do, disputes and discrepancies can make a beneficiary want to know exactly where the assets are and where they’re going. What duty does […]