Cape Cod Estate Planning Blog

Thursday, April 2, 2020

Using Zoom for Virtual Estate Planning Meeting

Using Zoom for Virtual Estate Plan Meetings

So many parts of our lives have changed in recent weeks. Social distancing has caused us to learn to alter our typical behavior and activities. Today, instead of going out to eat we, opt for curbside pickup. Instead of having a family get together, we see what others are doing through social media. And instead of scheduling a meeting we instead plan a time to talk on the phone or have a Zoom meeting.

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Friday, January 18, 2019


Recently, the Boston Globe reported that the Massachusetts Supreme Judicial Court handed down a major ruling affecting the future inheritance rights of families, and in this case specifically, blended families. In a unanimous decision, the court ruled that spouses are entitled to one-third of their deceased spouses’ estate – effectively cancelling out the late spouse’s estate plan. This is known as a forced spousal share.

In this particular case, a second wife filed suit against her deceased husband’s estate, and against her step children, for her spousal share. The deceased husband had created his Last Will and Testament decades earlier making his four children equal beneficiaries of his estate.
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Friday, August 3, 2018

Millennials ~ It's Time to Plan Your Estate

Let's admit it, most people view estate planning as something to be done by older people. Since it revolves around death, the stereotype is that you have to be old to have an estate plan. This is simply not true. Death is one of the top uncertainties in life and having a plan for your assets is not only smart because then you are sure of what will happen to your assets, but an estate plan is also a sign of compassion because it will take the stress off your family and loved ones.<

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Monday, July 16, 2018

Misuse of Joint Ownership - A Common Estate Planning Mistake

Some people like to think they know everything, and that often applies to estate planning. The problem is, they don't learn from their mistakes - their heirs do! By working with an estate planning attorney, you can avoid making these mistakes and spare your family the stress and expense.

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Monday, April 9, 2018

The Senior Safe Act Makes its Way through the House

Working to protect seniors from losing their retirement savings

The H.R. 2255 legislation, now passed, will reform regulation of credit unions, community banks, and small regional banks. The Senior Safe Act is part of this large bill. It is designed to improve the abilities of companies to work with regulators to protect the elderly, as recently reported in Think Advisor’s article, “House Passes Senior Safe Act.
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Tuesday, March 20, 2018

Why You Should Consider Long-Term Care Insurance!

Long-term care insurance is costly, but health care costs for seniors who need long-term care could easily undo decades of retirement planning without it. Here’s what you need to know about the costs and benefits of long-term care insurance

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Friday, March 2, 2018

How Do-It-Yourselfers Create Big Headaches for their Families

The problem with estate mistakes is: (a) they can be expensive, and, (b) there’s usually no do-over.

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Tuesday, February 6, 2018

Why You Need a Health Care Proxy

If you think the only reason to have an estate plan is so that your heirs can inherit your assets, think again. Estate planning includes preparing for medical emergencies, as discussed in a recent article appearing in, "Your Money: Medical power of attorney: the missing piece of too many estate plans."

Preparing for medical emergencies means determining the person who will look out for your best interests, if you are unable to advocate for yourself.

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Monday, October 16, 2017

Planning for Loved Ones with Dementia or Alzheimer’s

The Alzheimer’s Association says that “of the estimated 5.5 million Americans living with Alzheimer's or dementia in 2017, an estimated 5.3 million are age 65 and older.

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Monday, May 22, 2017

Potential Problems of Lifetime Gifts

Many of our clients want to know if and how they can safely gift money to their children and grandchildren. What do they need to know about gift tax? What about the Medicaid 5-year lookback period? 

Many people know that there is a certain amount that they are “allowed” to gift each year without it being a taxable gift. Federally, $14,000 (also known as the annual exclusion) is the amount that can be given from one individual to another without incurring a gift tax. That amount is on a “per person” basis, meaning that you could walk down the street giving out $14,000 to every person you meet, and no gift tax would ever be incurred. But what does that actually mean? Is there a tax that is paid if you gift over that amount in a given year, and if so, who pays the tax?

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Saturday, December 24, 2016

From the Cape Cod Times

Centerville lawyer's Christmas CDs strike right note 

CENTERVILLE - Clients and business associates have come to expect a little something extra inside estate planning attorney Charles C. Case Jr.'s annual Christmas card.

For 10 years Case has combined his love of Christmas and piano playing by creating a CD featuring carols, seasonal pop songs and upbeat tunes that he mails to clients and distributes to nursing homes, assisted-living centers and other locations.

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