Wednesday, October 03, 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 02, 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 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.