Aging in Place Requires Savings

Would you like to age in place?  Stay at home, or maybe an in-law apartment with your kids, or at one of the South Shore’s many wonderful independent livings?  Here’s the bad news: If you start to need help with daily activities, like showering or meal prep, bringing in that care will...
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‘Tis the Season of Giving… and Scamming

According to the Federal Trade Commission, scammers have stolen a record-breaking $12.5 billion from U.S. consumers in 2025. Worse, the number of scams increases dramatically during the holidays, and elders are prime targets. Scams take so many forms that it is virtually impossible to list them all. Emails, texts, pop-up ads on social...
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ADUs and the Estate Planning Attorney

How to Live with Your Kids While Protecting Them & Yourself from Taxes and Other Unpleasantness  Please join us to explore the legal and practical considerations of creating and sharing an Accessory Dwelling Unit [ADU] with loved ones.  We will discuss what to do about utility costs and fair...
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