Videos
These videos are for informational purposes only and do not provide legal advice.
Is Your Home In A Trust? Make Sure You Did This
THIS CHANNEL IS FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT PROVIDE LEGAL ADVICE. When our clients come to sign their estate planning documents, and if they have trusts, at the...Key Considerations
THIS CHANNEL IS FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT PROVIDE LEGAL ADVICE. We often get calls to our office telling us that their spouse or loved one has died,...Helping A Vet in Assisted Living
THIS CHANNEL IS FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT PROVIDE LEGAL ADVICE. Clients that are part of our Life Care Program, which means the entire firm is involved with...Assisted Living with Memory Care vs Nursing Home
THIS CHANNEL IS FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT PROVIDE LEGAL ADVICE. I’m unsure if people know that assisted living residences have memory care units. Our clients who live...Do Your Agents Know Your Health Care Wishes?
THIS CHANNEL IS FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT PROVIDE LEGAL ADVICE. Once you have a health care proxy and you’ve picked your agents and alternate agents, the most...Tap VA Health Care Benefits
THIS CHANNEL IS FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT PROVIDE LEGAL ADVICE. I recommend that all of my veterans, they don’t have to be wartime veterans, apply for entry...Grandchildren Can Be Great Caregivers!
THIS CHANNEL IS FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT PROVIDE LEGAL ADVICE. An interesting thing I’ve noticed in my practice over the years is that we have a lot...Ways To Protect Your Properties
THIS CHANNEL IS FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT PROVIDE LEGAL ADVICE. I want to discuss the exemption under the Medicaid rules in Massachusetts for income-producing property. If I...Need $$$ Help With Home or Assisted Living Costs? VA Pension with Aid and Attendance
THIS CHANNEL IS FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT PROVIDE LEGAL ADVICE. The VA Aid and Attendance benefit is a game changer for veterans, veterans with their spouses and...Reset the Value of Inherited Assets to Save Big!
THIS CHANNEL IS FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT PROVIDE LEGAL ADVICE. I want to explain what a “step-up in basis” is and how it’s beneficial to your surviving...Don’t Be Afraid of Hospice
I always counsel my clients, don’t be afraid to contact Hospice or to get Hospice involved. What I find is there’s always this hesitation and hesitation and then sometimes it’s...Elder Orphans
We have clients — they’re called “elder orphans” — and what it means is it’s someone who’s older, they might not need care right now, but they don’t have a...Probate in a Nutshell
Everyone wants to avoid probate, but what is probate? Probate means that you die and you have an asset just in your own name that does not name a beneficiary....Buyer Beware!
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...Seniors to Kids WAKE UP!
When people start needing care, they often come to meet with me, and sometimes the kids want to come. The kids main concern is the safety of their parent. And...Do This Now To Be Extra Sure
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...How A Will Can Shortchange Animal Care
I want to address why a Will doesn’t work as well as a Pet Trust to take care of your pets. If you die and you leave provisions in your...A Surprising Detail That LTCI Policy Holders Should Know About
In Massachusetts, our Medicaid program is called MassHealth. There’s an exception under the MassHealth regulations that if the claimant or the person that is in the nursing home has long-term...MEDICAID VS MEDICARE
I often find that my clients and their children misuse and confuse the words MEDICAID and MEDICARE. MEDICAID think of it as aid from the government versus MEDICARE which is...Just Say No!
I want to talk about Medicaid and the “spousal refusal strategy” with Nursing Home Medicaid. When I have a married couple and if it’s a second marriage, this couple has...Little Known Medicaid Rules for Children, Siblings and Others
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...
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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