With the holidays in the rearview mirror, most of us, myself included, will reflect upon what has happened over the course of the year and the changes that have taken place. (There is certainly a lot to reflect upon this year!)
As an Elder Law and Estate Planning attorney,...
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Think Twice (or Three Times) Before Giving Adult Children an “Advance” on Their Inheritance
Perhaps you have considered giving money to your adult children sooner rather than later, maybe as an “advance” on their inheritance. After all, it would certainly be nice to see and experience how your financial assistance helps them pursue their dreams and achieve their goals. However, before acting on your generous inclinations,...
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Preserving Family Harmony: Who Should Administer Your Loved One’s Special Needs Trust?
If you have a loved one with special needs, you know the importance of protecting his or her eligibility for essential government benefits like MassHealth and Supplemental Security Income (SSI). You also know that these benefits alone are not enough to give your loved one the highest possible quality of life.
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“Live Well, Age Well” Education Series with Norwell Senior Center
Live Well, Age WellEducation Series with Norwell Council on Aging
None of us can escape aging, but the choices we make throughout life can influence how well we live as we age. The Norwell Council on Aging is excited to begin the “Live Well, Age Well” initiative, offering a...
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Useful Info During COVID (v.6)
Scammers Gonna Scam
As we begin vaccinations, you can be sure that scammers will be coming up with creative ways to separate you from your money. Per the FTC, keep the following in mind:
You likely will not need to pay anything out of pocket to get the vaccine during this public health emergency.
You...
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Useful Info During COVID v.4
Dear Friends,
This is our fourth newsletter during these interesting COVID times. It's funny - my writing bug tends to come in waves and then go away for a while. Apparently it's been sticking around lately. I'm sure you can relate when it comes to your writing, art, or hobbies. This week I want to...
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Useful Info During COVID v.3
Dear Friends,
This is our third newsletter during these interesting COVID times. This one shares useful info, plus something beautiful. You can revisit our prior newsletters here.
Share Your Care Wishes with the People Who Matter Most:
None of us knows when our health will take a turn. The...
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Paying Your Caregiver Under the Table
Hiring a caregiver is an expense, no question about it. Some families are lucky enough to be able to find the perfect caregiver among their circle of close family and friends. When finding a caregiver on their own rather than through an agency, lots of families prefer to pay the caregiver under the table...
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Elder Abuse – Do You See Signs?
Do you have a family member or a neighbor who is elderly, or perhaps younger and intellectually disabled? These folks are prime targets for elder abuse. Some things to keep your eyes and ears open for include:
A previously uninvolved family member becomes the primary caregiver.
A previously unfamiliar “friend” becomes the primary caregiver.
Lots...
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Should I Have a Trust?
I hear this question a lot when I teach seminars. If you’ve been to a seminar, you have heard me say that “trusts come in many flavors.” There are all sorts of trusts, and whether you should have one depends entirely on your situation. I would say that about one-third of my clients need...
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