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

Trust-Protect your Home from a Costly Medicaid Lien

The following article was recently published in the Attleboro Sun Chronicle on March 15, 2105.

Asset protection is a matter you must think about well in advance.  For example, we can easily protect up to $500,000 of the equity in our homes from our creditors’ claims, simply by recording a declaration of homestead at . . . → Read More: Trust-Protect your Home from a Costly Medicaid Lien

Post-Lady Bird Deed: How Rhode Islanders Can Still Protect their Homes from Nursing Home Bills

Wouldn’t you like your kids to inherit your home?

June 30 was a very hectic day at Land Evidence offices throughout Rhode Island. That was the last day that homeowners could use lady bird deeds to protect their homes from a Medicaid lien if they ever need nursing home care. Now, if you . . . → Read More: Post-Lady Bird Deed: How Rhode Islanders Can Still Protect their Homes from Nursing Home Bills

Understanding Losses: Property

Good estate planning only works if your property is still there when it’s time to pass it on to your family.  Many of my Massachusetts and Rhode Island clients have property that has increased in value since the time they acquired it.   Property insurance provides protection against most risks to property, such as fire, . . . → Read More: Understanding Losses: Property

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