Deland on Estates and Elder Law

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Sunday, February 12, 2012 Crummey Provisions - Solution in Search of a Problem?   This post is for people who need to reduce their estates below the Massachusetts "exemption" of $1 million, and especially for those who risk incurring the federal estate tax on estates in excess of $5 million. Find out whether "Crummey" trust powers are a solution to your problem. Read more . . . Permanent Link write a comment Sunday, February 05, 2012 "Double Decker" Estate Planning In "Double Decker" estate planning, the children are involved with the process of planning the parent's estate.  This can be useful, but it is not without it's hazards, when the Elder Law attorney becomes a lightening-rod for family conflict. Read more . . . Permanent Link write a comment Wednesday, January 18, 2012 "Sticky Note" Estate Planning Metrowest Daily News has published my article:  "Stick Note Estate Planning."  To read it, click here Read more . . . Permanent Link write a comment Saturday, November 19, 2011 Financial Aid and "Trust Funds" Should you use a Uniform Gifts to Minor's Act Account to save for a child's or grandchild's education?  Not surprisingly, doing so may have an impact on whether the child qualifies for financial aid. Read more . . . Permanent Link write a comment Wednesday, November 16, 2011 Why You Should Write Your Own Obituary - And What It Should Say How you can make it easier for your family to write your obituary.  Two reasons why you should write at least an outline for them now.   What to put in, and what to leave out. Read more . . . Permanent Link write a comment Wednesday, November 02, 2011 Fun and Games with Gift Tax Gifts can cause problems.  See how gift tax may affect your decision to make gifts. Read more . . . Permanent Link write a comment Sunday, August 28, 2011 What You Should Take with You When There's a Fire or Flood When you have to get out fast, should you take your "Estate Planning Portfolio?"  What happens if you don't? Read more . . . Permanent Link write a comment Tuesday, June 07, 2011 The Stray House Your house will take care of you, but only as long as you take care of it. Read more . . . Permanent Link write a comment Sunday, May 15, 2011 Do You Need a Financial Planner? Some of my clients need help selecting financial products, and planning their retirement.  Read more . . . Permanent Link write a comment Saturday, April 30, 2011 Case of the lost policy How millions of dollars are lost because insurance proceeds are not claimed, and what to do about it. Read more . . . Permanent Link write a comment

Subscribe via Email Subscribe via RSS Previous Posts Crummey Provisions - Solution in Search of a Problem? "Double Decker" Estate Planning "Sticky Note" Estate Planning Financial Aid and "Trust Funds" Why You Should Write Your Own Obituary - And What It Should Say Fun and Games with Gift Tax What You Should Take with You When There's a Fire or Flood The Stray House Do You Need a Financial Planner? Case of the lost policy Blog Categories Asset Protection Charitable Remainder Trusts Elder Law Estate Planning Financial Planning Funding General Legal Gifts Homestead Legacy Planning Obituaries Paper Pets Real Estate Settlement Tangible Personal Property Blog Links Pet Trust Law Blog Massachusetts Law Library Blog Tax, Trusts and Estates Law Monitor.com Massachusetts Elder Law and Estate Planning Blog Wills, Trusts and Estates Prof Blog Dale Kraus on Medicaid Compliant Annuities and other things Archived Posts 2012 February Crummey Provisions - Solution in Search of a Problem? "Double Decker" Estate Planning January "Sticky Note" Estate Planning 2011 November Financial Aid and "Trust Funds" Why You Should Write Your Own Obituary - And What It Should Say Fun and Games with Gift Tax August What You Should Take with You When There's a Fire or Flood June The Stray House May Do You Need a Financial Planner? April Case of the lost policy Go Ahead - Do it yourself March The Best way to Avoid the Cost of Nursing Home February Your Dog Can Have A Bank Account Home Sweet Homestead? Additional Protection from Nursing Home Costs Under Massachusetts Homestead Law

Jennifer A. Deland, Counselor-at-Law advises clients in all areas of estate planning, including wealth transmission planning, disability planning, special needs, pet trusts, Medicaid/Masshealth and related aspects of probate law. Her office is convenient for clients throughout the Metrowest area, including Holliston, Hopkinton, Milford, Medway, Medfield, Ashland, Framingham, Natick, Sherborn, Dover, Southborough, Sudbury and Westborough.