Category: Estate Planning

Choosing the Right Long-Term Care Option

With millions of Baby Boomers reaching retirement age, many Americans are recognizing the importance of long-term care. The need for such care can be unpredictable because the effects of aging and diseases like Alzheimer’s and Parkinson’s can strike with little warning. LTC insurance allows individuals

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What is Required of an Executor

Being the executor of an estate is not a task to take lightly. An executor is the person responsible for managing the administration of a deceased individual’s estate. Although the time and effort involved will vary with the size of the estate, even if you

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Reverse Mortgage — A Happy Pill?

Can a mortgage make you happy? As an elder law lawyer in Massachusetts I see the worst of the human condition on a daily basis – depression, debilitating illness, greed, elder abuse, death. Seldom is the lawyer brought in to celebrate good news with an

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New Rules Provide Protections for Retirement Savings

The Department of Labor has issued new rules aimed at helping those saving for retirement. The rules are intended to prevent financial advisors from steering their clients to bad investments by requiring advisers to act in the best interests of their clients. Prompted by concern

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Choosing the Right Long-Term Care Option

With millions of Baby Boomers reaching retirement age, many Americans are recognizing the importance of long-term care. The need for such care can be unpredictable because the effects of aging and diseases like Alzheimer’s and Parkinson’s can strike with little warning. LTC insurance allows individuals

Read More »

What is Required of an Executor

Being the executor of an estate is not a task to take lightly. An executor is the person responsible for managing the administration of a deceased individual’s estate. Although the time and effort involved will vary with the size of the estate, even if you

Read More »

Is It Time For a Life Insurance Audit?

Have you owned the same life insurance policy for a number of years? If it’s a whole life policy or a term policy that can be converted to whole life, and the answer is "yes," it’s time to have that policy reviewed. Here are a

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Reverse Mortgage — A Happy Pill?

Can a mortgage make you happy? As an elder law lawyer in Massachusetts I see the worst of the human condition on a daily basis – depression, debilitating illness, greed, elder abuse, death. Seldom is the lawyer brought in to celebrate good news with an

Read More »