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Gifts

Wednesday, October 3, 2012

The American Nightmare

Are you living the American Dream, or the American Nightmare?  I explain the difference between MediCare and MediAid, and how you can prevent the American Dream from becoming the American Nightmare by using an irrevocable trust to protect your assets from the cost of a nursing home if you ever need one.


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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.


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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.


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Wednesday, November 2, 2011

Fun and Games with Gift Tax

Gifts can cause problems.  See how gift tax may affect your decision to make gifts.


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Jennifer A. Deland, Counselor-at-Law advises clients throughout the Metrowest area, including Holliston, Hopkinton, Milford, Medway, Medfield, Ashland, Framingham, Natick, Sherborn, Dover, Southborough, Sudbury and Westborough.

Proud Member of ElderCareMatters.com - America’s National Directory of Elder Care / Senior Care Resources for Families.



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| Phone: (508)429-8888

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