Navigating the Legal Landscape of Massachusetts Long-Term Care Planning
Friday, December 16, 2016: 8:00 a.m. – 9:00 a.m.
Friday, December 16, 2016: 8:00 a.m. – 9:00 a.m.
As a Rhode Island and Massachusetts estate planning attorney, I frequently work with clients interested in protecting their house from nursing homes and Medicaid. Since neither a Massachusetts Homestead exemption nor a Rhode Island homestead will help in this regard, a life estate is a popular method of achieving some measure of protection.
Here is a recent testimonial from a happy client. Seeking estate planning, I found Tom on the Internet and chose him without viewing any references. I made a great choice. After spending 10 minutes with Tom it was obvious that he is an expert on Massachusetts estate planning. I needed everything – a will, all …
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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 …
Middle Class Also Feels Pinch of Rhode Island and Massachusetts Estate Tax Read More »
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, …
Rhode Island and Massachusetts Estate Planning Not Just for Wealthy Read More »