Estate Planning

Elder Law Services from Attorney Tom Marks

Incapacity Documents Critical in Massachusetts Estate Planning

An adult daughter cannot get her father admitted to a nursing home, even though he suffers from dementia and cannot care for himself. A parent cannot get information regarding medical treatment for her 19-year old son, who is awaiting surgery after an accident on his college campus. Doctors cannot terminate life support for a comatose mother, because her children cannot agree on whether to end or extend life support.

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Middle Class Also Feels Pinch of Rhode Island and Massachusetts Estate Tax

Many Massachusetts and Rhode Island residents are surprised to learn that, despite being of relatively modest means, their estate will likely be subject to a Massachusetts or Rhode Island estate tax.  The Massachusetts estate tax kicks in at $1 million, while the Rhode Island estate tax threshold is just under $900,000.  While that may sound

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Rhode Island and Massachusetts Estate Planning Not Just for Wealthy

As a Massachusetts and Rhode Island estate planning attorney, a common misperception I encounter is that someone needs to be wealthy to need an “estate plan.”  That is a terrible misunderstanding.  The term “estate plan” refers, in part, to those documents such as wills, health care proxies, powers of attorney, and trusts which protect us,

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Proper Massachusetts Estate Planning Should Include Power of Attorney

          As a Massachusetts estate planning attorney, I have learned that most people equate estate planning with wills only.  We tend to focus primarily on how our assets will be distributed and on financially providing for our survivors.  These are obviously essential considerations in estate planning.  Equally important, however, is how our affairs will be

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