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Estate Planning

Friday, January 18, 2019

NEW S.J.C. RULING AFFECTS THE FAMILY’s INHERITANCE


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 twincities.com, "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, August 10, 2015

Will or Won't? Things a Will Won't (or Can't) Do

A “Last Will and Testament” – aka “Will” – is a legal document that communicates your last wishes in regards to how you would like your possessions (assets, personal items, real estate) passed down to those persons/organizations you have chosen as your beneficiaries.

Wills offer many benefits and are an important part of any estate plan, regardless of how much your estate is worth. With so many estate planning software options available, many people question whether they really need to consult with an experienced estate planning attorney in order to draft a Will. Despite the simple definition above, there is much more to drafting a Will than meets the eye.


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Wednesday, July 15, 2015

Preparing to Meet with an Estate Planning Attorney

Creating an estate plan is an affirming process which allows you to control how your assets are managed at all stages of your life. It also enables you to express your wishes in writing; memorializing them during your life and after you are gone.

Prior to your initial consultation with an experienced estate planning attorney, it’s important to do some prep work to ensure the attorney has a complete grasp of your individual situation. A thorough estate plan takes into account a significant amount of information about your assets, family, property, and wishes. 


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Wednesday, July 1, 2015

What is Estate Recovery?

People are living longer than in generations past, so planning for an extended retirement has become a concern for many people. As part of an estate planning discussion with their attorney, many clients also ask: “What happens to my estate if I need assistance with long-term care?”



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Case Estate & Elder Law, PC assists clients in Barnstable County, Dukes County, Nantucket County, and Plymouth County MA; areas include but are not limited to Cape Cod, Martha's Vineyard, Nantucket, and Plymouth.



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