The New Year is a Great Time to Update Your Estate Plan

Posted on January 11, 2024

Many of us begin the new year by thinking about changes we want to make in our lives. This year, I hope you’ll also think about the changes that took place in your life last year, and whether your estate plan should be updated to take these changes into account.How do you...

Happy Holidays!

Posted on January 2, 2024

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...

Home for the Holidays Part II: Planning Strategies to Pay for In-Home Long-Term Care

Posted on December 14, 2023

Last time I discussed MassHealth programs that can help elders who need long-term care live at home for as long as possible. Now I’d like to describe some other long-term care planning strategies that can make home care affordable for elders and their loved ones. I’ll also provide links to past articles...

Home for the Holidays Part I: MassHealth and Paying for In-Home Long-Term Care

Posted on November 30, 2023

Nothing reminds us about the importance of “home” like the holidays. While the vast majority of elders who need long-term care would prefer to live at home for as long as possible, many feel that they can’t afford in-home care. In this article I will discuss options for financial assistance from MassHealth...

Another Great Event – Please Join Us!

Posted on November 29, 2023

Most of us will eventually need some form of long-term care. The good news is that proper planning can help ensure your wishes regarding your care will be carried out. Proper planning can also protect your life savings from the cost of such care. On Monday, December 11th at...

A Veterans Day Reminder About the VA Aid and Attendance Pension Program

Posted on November 15, 2023

Saturday was Veterans Day. While it’s nice to devote a day to recognizing veterans, what about the other 364 days of the year—and the many veterans and their families who struggle with the cost of long-term care? I would like to use this forum to discuss a misunderstood and underutilized benefit available...

Finally! Massachusetts Residents Receive Some Good News About Estate Taxes

Posted on November 2, 2023

On October 4, 2023, Governor Maura Healey signed legislation that will modify a wide range of tax laws impacting Massachusetts individuals and families. Changes include a doubling of the Massachusetts estate tax exemption, from $1 million per estate to $2 million per estate. In addition, the new law alters how Massachusetts estate tax will...

Thank You for Supporting the Walk to End Alzheimer’s!

Posted on October 31, 2023

Thank you so much for your donation to my Walk to End Alzheimer's® fundraising efforts! Your generosity will help the Alzheimer's Association® provide care and support to all those facing Alzheimer's and all other dementia, and advance critical research. Your gifts helped me exceed my goal. We raised $1,170 so far for the...

Walk to End Alzheimer’s 2023 – It’s Not Too Late

Posted on October 11, 2023

To everyone who has already so generously given - thank you! And if you haven't donated yet - it's not too late! I'll be walking in beautiful Nelson Memorial Park on Saturday, October 14. See here for event details. I'm walking...