Daley/Nadeau Decisions: Protect your Home Equity from Nursing Home Costs

Good news recently from Massachusetts’ highest court.   Your home is your nest egg.   It gives you a place to live in retirement for as long as you need, and then you can leave it to your kids when you die.   But that plan can go awry if you need nursing home care.

Medicaid will . . . → Read More: Daley/Nadeau Decisions: Protect your Home Equity from Nursing Home Costs

Informal Probate Can Be Less Painful

I often think that probate is one of the harshest legal contraptions.   You have just lost a loved one, and are trying to deal emotionally with the grief and loss.  Then you realize that, on top of that, you need to go to probate court to finalize your loved ones’ financial affairs and get . . . → Read More: Informal Probate Can Be Less Painful

Procrastination vs. Estate Planning

Seventy percent of us have no estate plan!   If you are feeling bad because you haven’t got around to making a will or living trust, you are not alone.   Why do people delay planning?

Why We Delay Planning

There are four reasons why we procrastinate making any decision:  (1) we misjudge how much time . . . → Read More: Procrastination vs. Estate Planning

Wealth Protection Strategies: Avoiding Losses

 

When my Massachusetts and Rhode Island clients first come to me for estate or elder law planning, I always determine right away if they have a financial planner and other essential advisors.  Why?   I am in the business of protecting my clients’ wealth so they can pass most or all of it on . . . → Read More: Wealth Protection Strategies: Avoiding Losses

Stop Worrying About Running Out of Money in Retirement - Hire your Team

 

One of the biggest concerns of my Massachusetts and Rhode Island clients is whether they will have enough money for their retirement.  For most of us, it’s never really about money for money’s sake.   It is about whether we can achieve our dreams and goals for a more fulfilling life, both for . . . → Read More: Stop Worrying About Running Out of Money in Retirement – Hire your Team