Sunday, January 13, 2013
Sign here, please.
"Sign here, please." We are all confronted with this casual request fairly frequently - at the bank, at the doctor's office, at the pharmacy. Do we always know what we are signing? Often, we are not even given an opportunity to read what we are agreeing to.Read more . . .
Monday, January 07, 2013
An Often-Overlooked Medicaid Planning Strategy
A little known but very effective tool can allow you to set up a trust to protect your assets from Medicaid after you die. By integrating it with your existing planning, a very favorable result can be obtained with little extra trouble.Read more . . .
Sunday, January 06, 2013
Settlement is what you do when someone dies. All too often, clients come to me to plan for their own estates, and, as we explore the estate - what accounts are there? what property do you have? We learn that some of their property is actually still titled to people who are dead.Read more . . .
Sunday, December 02, 2012
There is no such thing as "Digital Estate Planning"
Should you do "Digital Estate Planning?" It sounds like the modern, up-to-date thing to do. I explain that there is no such thing, and what you should do instead.Read more . . .
Friday, November 09, 2012
Should You Worry About the Estate Tax?
Should you be worried about the estate tax? The exemption amount for the federal estate tax may be about to drop steeply. See if you should be concerned.Read more . . .
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 . . .
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 . . .
Wednesday, January 18, 2012
"Sticky Note" Estate Planning
Metrowest Daily News has published my article: "Stick Note Estate Planning." To read it, click hereRead more . . .
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 . . .
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 . . .
Saturday, March 26, 2011
The Best way to Avoid the Cost of Nursing Home
How to avoid the cost of a nursing home - and how to protect your property in case you can't.Read more . . .
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.