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Understanding Medicaid Planning Opportunities – For Clients and Attorneys What is Medicaid? Medicaid (Medi-Cal in California) is a federal government program that provides financial assistance to persons age 65 and over, or those under 65 who are disabled and who are in need of substantial medical assistance. Medicaid is a needs- based program – a […]
529 Plan Benefits in Massachusetts under the Pension Protection Act Whether you’re a parent with future educational obligations for young ones, or perhaps a loving aunt, uncle, grandparent, or stepparent, now more than ever 529 plans are an attractive tool for the escalating costs of education, as well as for income and estate planning purposes. […]
Understanding the Significance of Trusts Our clients in Dedham and all over Massachusetts sometimes misunderstand – trusts. In the right circumstances, trusts can provide significant advantages to those who utilize them, particularly in protecting trust assets from the creditors of beneficiaries. Admittedly this can be a complex topic, but you see its implications in the […]
Planning for Disability No one likes to think about the possibility of their own disability or the disability of a loved one. However, the statistics are clear that we should all plan for at least a temporary disability. Most Americans Will Face At Least a Temporary Disability Study after study confirms that nearly everyone will […]
10 Tips for Helping Massachusetts Families with Special Needs Many of our clients in Dedham, Westwood, and across Massachusetts have unique planning requirements of families with children, grandchildren or other family members (such as parents) with special needs. There are many misconceptions in this area that result in costly mistakes in planning for these special […]