Articles

When it comes to estate planning, for some, a will is all that is needed in order to accomplish their goals. However, for others, it may be beneficial to supplement the will with a trust. There are several types of trusts to choose from. However, one very popular...

Estate plans can help reduce tax obligations, including transfer taxes. Estate plans can be designed to meet a variety of goals, including reducing an estate's tax obligations. In order to help reduce these obligations, it is wise to have a basic understanding of the...

Planning for Medicaid should involve careful consideration of the look back period, which varies by state. Planning for long-term care services in our sunset years is an important part of ensuring our future financial security. The United States Department of Health...

On behalf of John Gianino A disturbing trend in Massachusetts is threatening Medicaid eligibility for residents who have irrevocable trusts. Learn more and get answers here. A once reliable asset protection strategy has come under fire in Massachusetts, creating...

A new rule proposed by the Department of Labor brings attention to the need to put together a comprehensive plan to protect your wealth. Saving for retirement is a process that, ideally, begins when we enter the workforce. Managing these earned retirement assets and...

On behalf of John Gianino The Federal Citizen Information Center notes that it is unfortunate that so many people believe that estate planning is only for the wealthy. In reality, people at all economic levels-and of all ages-can benefit from having an estate plan. It...

On behalf of John Gianino A large majority of people over 65 will need long-term care, but few are prepared for the cost. Here are some answers to frequently asked questions regarding how to pay for nursing home care in Massachusetts What options are available to pay...

On behalf of John Gianino According to the Wall Street Journal, there is no time like the present to make sure that all of your estate-planning ducks are in a row. For Massachusetts residents who are preparing their estate plan, one of the most important tasks before...

On behalf of John Gianino Each year, as we approach New Year's Eve and the First Night Boston festivities, many of us will make New Year's resolutions. Some resolutions we keep and some we do not. One resolution that you might consider is to review your estate plan to...

Although most people will eventually need long-term care, many neglect to plan for it in their estate plans. These days, when people are living longer than ever, one of the important aspects of estate planning is addressing the issue of long-term care. This is...