Please join us to learn how to plan for the future, what documents are crucial to protecting your health wishes and estate planning, and discover resources offered at The Current South Shore. WHEN: Monday, February 23, 2026 at 3:00 PMWHERE: The Current South Shore located at 1435...
Continue reading…
Considering an ADU? Things to Think About…
I am really excited about “accessory dwelling units,” or ADUs. These are in-law suites, a converted barn on your property… a way to create a separate living space for someone else, usually (but not always!) a family member. I’ve written previously on the basic outlines of the new ADU law. ...
Continue reading…
‘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...
Continue reading…
The Differences Between Four Types of Special Needs Trusts in Massachusetts
Special needs trusts are designed to provide funds to improve the quality of life for a disabled person while still protecting his or her eligibility for public benefits such as MassHealth and Supplemental Security Income (SSI). Funds in a special needs trust can be used for a wide range of goods and...
Continue reading…
Thank You for Supporting the Walk to End Alzheimer’s!
Thank you so much to everyone who donated to my Walk to End Alzheimer's fundraising efforts! The mission of the Alzheimer's Association is to lead the way to end Alzheimer's and all other dementia — by accelerating global research, driving risk reduction and early detection, and maximizing quality care and support.Your gifts...
Continue reading…
Please join me in supporting the Walk to End Alzheimer’s
This year's walk is in beautiful Nelson Memorial Park on Saturday, October 25. See here for event details.
I'm walking for my grandmother, my clients, and for all of us who will be there someday. I'm walking to help reclaim the future for millions.
Continue reading…
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...
Continue reading…
Understanding the Big Beautiful Bill Act’s Impact on Social Security Taxes
There is a great deal of confusion over the Big Beautiful Bill Act’s (BBBA) impact on Social Security taxes. Some even claim the Act eliminates Social Security taxes entirely. Does it?The short answer is no. In fact, Social Security benefits, per se, are not subject to federal taxation at all. However, when...
Continue reading…
The Advantages and Disadvantages of Converting a Traditional IRA to a Roth IRA
If you are considering the conversion of a Traditional IRA to a Roth IRA, there are a number of factors to consider. Let's begin by looking at some key differences between these two retirement accounts.With a Traditional IRA, contributions may be tax deductible in the year(s) they are made. Taxes don’t have...
Continue reading…
Impact of the One Big Beautiful Bill Act on Medicaid Support for In-Home and Nursing Home Care
The Big, Beautiful Bill was signed into law on the Fourth of July. The bill’s “beauty” is open to debate, but it is clearly big, both in size (over 800 pages) and scope. In this article I will focus on how the new law’s Medicaid cuts may affect in-home and nursing home...
Continue reading…