If you spend time living in a nursing home, the Medicaid agency that assists in paying for your stay will look for a way to recover the costs of your nursing home stay. When you die the agency has the option to recover the proceeds from your estate, the process is known as estate recovery. Join us to learn about the MassHealth estate recovery process … Continue reading Estate Recovery
What happens if you pass away without executing a will? Who will inherit from you? What if you don’t have any kids or a spouse? The process of probating an estate without a will is known as Intestacy. Join us to learn about the process that occurs when an individual dies without a will. We will be joined by our guest speaker Attorney Paula Nedder … Continue reading Intestacy: What Happens If You Die Without a Will in Massachusetts?
Can your family members contest the validity of your estate plan based on your capacity at the time the documents were signed? How is your capacity determined, and how can undue influence contribute to the invalidity of your wills and trusts? What options do you have to protect your wills and trusts from future contests? Join us to learn about some of the reasons why … Continue reading Contesting Wills and Trusts
Why should I consider establishing a Life Estate? Does a Life Estate offer any disadvantages? Join us to learn about the benefits and disadvantages that life estates offer. We will be joined by our guest speaker Attorney Eric Correira from Correira Law of Swansea, MA. In this webinar we will be covering:– What is a life estate?– What protections do life estates offer me? The … Continue reading Life Estates
Gifts made by you or to you can not only have tax consequences, but can also affect eligibility for governmental benefit programs. Join us to learn about the consequences involved when making or receiving gifts. We will cover the estate tax and gift tax aspects of gifts of $16,000, $34,000, a home, and $1 million in appreciated stock. We will also cover the MassHealth, SSI … Continue reading Gift Consequences
There are dozens of different kinds of trusts that can be made to protect and preserve your assets for future generations, but with so many types of trusts it can be difficult to figure out which kind is the best fit for you. Join us to learn about common types of trusts and the benefits and disadvantages they offer. We will be joined by our … Continue reading The Pros and Cons of Common Types of Trusts: 30 Trusts in 30 Minutes