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Deland on Estates and Elder Law

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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Sunday, February 5, 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.


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Wednesday, January 18, 2012

"Sticky Note" Estate Planning

Metrowest Daily News has published my article:  "Stick Note Estate Planning."  To read it, click here


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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 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.


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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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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?


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Tuesday, June 7, 2011

The Stray House

Your house will take care of you, but only as long as you take care of it.


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Sunday, May 15, 2011

Do You Need a Financial Planner?

Some of my clients need help selecting financial products, and planning their retirement. 


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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.


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Sunday, April 17, 2011

Go Ahead - Do it yourself

When can you do it yourself, and when do you need a counseling lawyer?


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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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