Please meet our new associate, Attorney Suzanne Bunszel! We are so happy to have her as a new member of our team.Suzanne began her legal career 28 years ago, earning a bachelor’s degree in Paralegal Studies. After working as a paralegal for five years, she enrolled in law school. Suzanne earned her...
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Lunch & Learn! Elder Law 101: Protecting Your Assets
On Tuesday, March 28, I’ll be making a presentation at The Allerton House at Harbor Park. I’ll be joined by Christine Lappas, Allerton House Sales Director.
Join us for lunch at 11:30 a.m. followed by an informative presentation at 12:00 to learn more about:
Health Care Proxy
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When Choosing a Nursing Home, Look Beyond Its CMS Star Rating
The Five-Star Quality Rating System was created by the Centers for Medicare and Medicaid Services (CMS) to provide a quick summary of a nursing home’s overall level of quality. It is available on the medicare.gov website, and many families use this information when choosing a nursing home. However, the accuracy...
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Why Would Someone Consider Using a Spendthrift Trust?
A spendthrift trust is typically used to prevent a beneficiary from receiving an inheritance all at once. Why would a grantor (the person creating the trust) want to consider such an approach? The most obvious reason is that the grantor believes his or her beneficiary is a “spendthrift” and will quickly squander...
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What to Look for in a Home Care Provider
As many of you know, I often write about how elders can obtain financial assistance to pay for home care. Now I’d like to discuss what elders should look for in a home care provider.The National Association for Home Care & Hospice (NAHC) has created a helpful checklist with questions you should...
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I Hope You Make this New Year’s Resolution…
Exercise more, eat healthier, save more money… these are among the most popular New Year’s resolutions. All are admirable, but none are easy.Here’s a relatively simple resolution I hope you’ll add to your list: Review your estate plan to make sure it is up to date. Why? An outdated plan may not...
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Happy Holidays
Several years ago, we decided that instead of sending out holiday cards, we would make a donation.
We continue to do that, and again we made our donation to the Friendship Home.
Wishing you a peaceful holiday season filled with love and good friends.
Happy New Year!
Alexis, Doreen & Christina
Help is Available to Heat Your Home this Winter
As some of you may know, I am on the board of the Norwell Council on Aging. At a recent meeting, we discussed a dramatic increase in the number of applications for heating assistance in town. The increase is understandable considering how much heating costs have gone up this year. According to...
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The Many Benefits of VA Aid and Attendance
With this month’s celebration of Veterans Day and Thanksgiving, I thought it would be a good time to thank our veterans for their service and to write about one of the most valuable benefits available to eligible veterans, their spouses, and widows: Aid and Attendance.
Aid and Attendance can...
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Thank You, and Please…
I’d like to begin with an update: The South Shore Plymouth Walk to End Alzheimer’s raised nearly $323,000! Of this, our office raised $516. I want to extend my heartfelt thanks to all of you who contributed. As always, the money will go toward raising awareness about Alzheimer’s disease and, ultimately, to...
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