Videos
These videos are for informational purposes only and do not provide legal advice.
Afraid Your Family Is Too 😝 For Estate Planning?
Are you hesitating to do your estate planning because you think your family’s too dysfunctional? I just want to tell you this. Don’t hesitate. Because every single family is dysfunctional....Why Medicare Advantage Is a DISADVANTAGE!
A lot of my clients ask me about Medicare Advantage. What I’m finding is it’s a disadvantage to them. Here’s an example: My client is in the hospital and then...Should You Have a Living Will?
Living wills are not recognized in Massachusetts as a legal document. Frankly, I don’t recommend that my clients have a living will, and here’s why. If you have a Health...What Kids Really Fight Over
One thing that I find that my clients children fight about, it’s not the money. The money gets divided equally. It’s the tangible personal property or all of the things...VA Pension with Aid and Attendance
When I meet with a client who’s a wartime veteran, whether the veteran’s married or whether I have a widow of a wartime veteran, I always talk to them about...Pet Trusts
Massachusetts passed a law allowing pet trusts. A lot of my clients have pets that they love and care about. We’ve created a lot of these trusts, and here’s how...MUST KNOW Medicaid Exceptions
I want to talk about Medicaid exceptions. In Massachusetts, Medicaid is called MassHealth. There are a lot of exceptions. People need to know about them because it can protect a...Qualifying for Medicaid with an IRA?
I have so many clients asking me, when I’m meeting with them about their estate planning, about Medicaid. But these clients have bigger IRAs. So the federal government, when they’re...Alzheimer’s, Dementia, ALS or Parkinson’s? Do This.
Alzheimer’s, Dementia, ALS or Parkinson’s? Do This. What happens if you have a diagnosis of Alzheimer’s disease or dementia? Dr. Paul Raia from the Alzheimer’s Association, he says, “Run, don’t...A Game Changer – VA Pension with Aid and Attendance
When I meet with a client who’s a wartime veteran, whether the veteran’s married or whether I have a widow of a wartime veteran, I always talk to them about...Who Knows Your Passwords If Something Happens To You?
Who knows your passwords? What if something happens to you? How is anyone going to get into your phone or your accounts? It’s really important that married couples at least...The Best $300 – $500 You’ll Ever Spend
I often tell my clients the best $300 to $500 a year they can spend is buying an umbrella insurance policy. If an umbrella policy is over your home and...Leaving An Inheritance to Kids With Addictions
Unfortunately, many of our clients come to us and they have a child or a grandchild that has drug or alcohol problems. We address that by the use of a...Be Aware of Self Proclaimed “Medicaid Specialists”
I think it’s really important to be aware of these self-proclaimed “Medicaid specialists.” They call themselves Medicaid specialists, but they don’t work for you. They work for the nursing home!...If You Move To A New State Will Your Revocable Trust Follow You?
A lot of my clients ask me, if they move to a new state will their revocable trust follow them? And, yes, it will. As long as the trust document...Disinheriting A Child. Don’t Forget This!
What’s the one thing you need to do if you want to disinherit a child? You have to specifically disinherit them in the document. So, if you have a will,...The Truth About Safe Deposit Boxes People Should Know
One thing I talk about a lot with my estate planning clients is: Do they have a safe deposit box? And, is there a joint owner on the box? If...When & How To Invoke A Health Care Proxy
Are you the named health care proxy for someone? If you are, you really have to be aware that you often have to ask the physician or the hospitalist, if...#1 Thing People Forget To Do With Revocable Trusts
A lot of my clients have revocable trusts. The most important thing about revocable trusts is actually funding the trust. And what I mean by funding is re-titling assets into...Can I Have A Trust for My Pet?
Massachusetts allows for a pet owner to create a trust that is created upon their death for the benefit of that pet. It allows for the appointment of a caretaker...What Are Some Easy Hacks For Minimizing Falls?
When I go out and I do a nursing assessment, the first thing I do is take a look around the environment. I look to see if they have scatter...
From Panic to Confident to Done
“This is the team to be with if you find yourself in a tough place. I went from panic to confident to done. The entire staff was professional, informative, patient, compassionate. I will always treasure their kindness toward my 91 year old mother. Thanks to attorneys Paula Almgren and Kristina Kisiel and the entire team for their expertise and kindness.” – Linda C.
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