Elder Law

Elder Law & MassHealth (Medicaid) Medicaid & Mass Health Medicare Elder law is a highly specialized and increasingly important area of the law. It encompasses a number of practice areas, including Medicaid (MassHealth) planning, estate planning, asset protection and more. My goal with respect to elder law is to help you protect your assets against…

Veterans Benefits

Millions of veterans and their families—the very people who have sacrificed so much for our country—are eligible for Veterans Benefits but do not receive them. There are many explanations for this, including confusion over what benefits are available, who is eligible for them, and the complexity of the application process itself. The benefits available to…

Estate/Trust Administration

The loss of a loved one is difficult enough without the added stress of making critical financial decisions while in mourning. As a Middlesex County MA Trust Administration Lawyer, I have the experience necessary to make the estate and trust administration process as efficient and stress-free as possible. I will guide you and your family…

Preparing for an Initial Estate Planning Consultation

New Clients – Estate Planning Preparing for the Consultation If you have made an appointment, you will receive an Estate Planning Worksheet prior to the initial consultation. This Estate Planning Worksheet is a short questionnaire designed to help focus your thoughts on the planning process. There is no need at this point to go on…

Powers of Attorney

What is a Power of Attorney? A Power of Attorney is a legal document giving another person (the attorney-in-fact) the right to do certain things for the maker of the Power of Attorney. What those things are depends upon what the Power of Attorney document allows. A person giving a Power of Attorney may make…

Health Care Documents

Who can serve as my Agent? You may appoint almost any adult to be your Agent. You should select a person knowledgeable about your wishes, values, religious beliefs, in whom you have trust and confidence and who knows how you feel about health care. You may select a member of your family, such as your…

Trusts

What is a trust? A trust is a separate legal entity for holding and investing property. One or more persons (the “trustee”) holds property, usually real estate or investments, for the benefit of another or several other people (the “beneficiary”). The person who gives the property for the trust is known as the “donor” or…

Wills

What is an Estate Plan? An estate plan is really nothing more than a collection of privately drafted documents that deal with issues of incapacity and wealth transfer. Powers of Attorney and Health Care Proxies are for use during the lifetime of the maker. A Last Will and Testament is legally dormant until the maker…

Estate Planning

Wills Trusts Health Care Documents Powers of Attorney Preparing for an Initial Estate Planning Consultation Did you know that if you don’t create an estate plan, the Commonwealth of Massachusetts will simply make one for you? Of course, the government is not interested in minimizing taxes or protecting the interests of you and your loved…

Medicare

Medicare and Medicaid (Mass Health) Basics In Massachusetts, Medicaid is Called Mass Health Medicare There can be some confusion over the differences between Medicare and Medicaid. Medicare is a federal health insurance program in which most people enroll when they turn 65 years old. There are no financial qualification rules. Medicare has two primary parts:…