Navigating the Legal Landscape of Massachusetts Long-Term Care Planning
Friday, December 16, 2016: 8:00 a.m. – 9:00 a.m.
Navigating the Legal Landscape of Massachusetts Long-Term Care Planning Read More »
estate planning attorney RI
Massachusetts and Rhode Island Life Estates Come At A Price
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.
Massachusetts and Rhode Island Life Estates Come At A Price Read More »
Recent Estate Planning Testimonial
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
Recent Estate Planning Testimonial Read More »
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
Middle Class Also Feels Pinch of Rhode Island and Massachusetts Estate Tax Read More »
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,
Rhode Island and Massachusetts Estate Planning Not Just for Wealthy Read More »