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Sharon, MA Estate Planning Blog

The Estate Planning Team at Estate and Elder Law Advisory PLLC • Sharon, MA Estate Planning and Elder Law Firm

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asset protection attorney wellesley

How a Medicaid Irrevocable Income Only Trust (MIIOT) Works in Massachusetts
A MassHealth Asset Protection Trust may help Massachusetts families prepare for future long-term care costs while preserving certain assets for loved ones. Understanding how these trusts work—and their limitations—can help you make informed planning decisions before a health crisis occurs.
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probate attorney sharon

Why Probate Takes Longer Than Most Families Expect and What You Can Do About It
Probate in Massachusetts often takes longer than families expect because of court procedures, financial obligations, and estate administration requirements. Understanding what affects the timeline can help you make informed decisions and better prepare your loved ones.
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estate probate attorney Cape Cod

When Is a Massachusetts Estate Tax Return Required — and Who Has to File It?
Settling an estate involves more than distributing assets to heirs. Understanding when a Massachusetts estate tax return may be required can help families avoid delays, make informed decisions, and properly administer an estate.
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probate law firm Wellesley

The Executor’s Checklist: What You’re Actually Responsible For in Massachusetts Probate
Serving as an executor involves more than distributing assets to beneficiaries. Understanding your responsibilities during Massachusetts probate can help you stay organized, avoid common pitfalls, and fulfill your duties with confidence.
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avoiding probate Brighton

Does Your Loved One’s Estate Have to Go Through Probate in Massachusetts?
Not every asset must go through probate in Massachusetts. Understanding how probate works and what planning options may be available can help families reduce delays, costs, and unnecessary stress.
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probate attorney Sharon

What Happens to a Massachusetts Estate If You Don’t File an Estate Tax Return?
Many families assume that if no estate tax is due, there is no reason to file an estate tax return. In Massachusetts, failing to file required returns or missing important tax elections may affect estate administration and future planning opportunities for surviving family members.
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Brighton elder law attorney

A Guide to Hiring an Elder Law Attorney
Handling your parent's or spouse's financial affairs and long-term care planning is not for the faint of heart or a task for the unprepared. Having an experienced elder law attorney advocate for you who helps create a comprehensive estate plan benefits the family.
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Wellesley, MA elder law and long-term care services

Navigating Long-Term Care Post-COVID
The shifts toward home-based care and expansion of telehealth and mental health services during the COVID-19 pandemic have become permanent and should be considered as individuals plan for long-term care.
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Create a Health Care Proxy with Sharon estate planning to ensure your medical decisions are protected in an emergency

Estate Planning Prepares for Medical Emergencies
None of us can predict the future. However, we can appoint a medical decision maker capable of advocating for us if we are suddenly unable to advocate for ourselves due to accident or illness.
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estate planning attorney in Cape Cod

Durable Power of Attorney: Assigning a Financial Decision-Maker for Life’s Uncertainties
Facing the decline of health, whether mental or physical, brings an array of challenges. Some of those are logistical physical challenges, while others are legal, such as managing bill payments or filing taxes. Creating a durable power of attorney ensures that someone you trust will manage your finances if and when you become unable to do so.
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