Question: My husband’s parents have a life estate….father passed away, mother recently moved to a nursing home. Siblings want to sell house. Is this possible without the life use [...]

Question: I’m nervous appointing someone on my durable power of attorney since I understand it gives them complete power over my finances and legal matters. What can I do to make sure my [...]

Question: I am working with a family who is seeking assistance understanding MassHealth eligibility and applying. One member of an unmarried couple has dementia and will be moving to a skilled [...]

Question: How can someone, with a house, a rental house and investments altogether worth $4 million, plan for both a stepped-up in basis and the full federal estate tax exemption without allowing [...]

Question: How often should I review my estate plan? Response: It depends how old you are. Most people don’t do any estate planning until they have children. That’s when they begin to [...]

Question: The blog post on your law firm site on the likelihood of needing long-term care concludes by saying: “The upshot if you’re a Baby Boomer if you are able to do so, factor in the [...]

Question: My father created an irrevocable trust of which I am trustee and beneficiary. He put his residence into the trust for Medicaid planning purposes. He has since passed away. Did the [...]

Question: My dad who is 81 years old has been ill for the entire summer, I want to try to get him in a position to qualify for MassHealth in the future. He owns a condo that is in a life estate [...]