Scams & Financial Abuse

Elders are often victims because they may be cognitively impaired. They’re often alone or have no one with whom they can confer; no one to watch over them. They often have a lifetime worth of assets, making them all the…

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Reverse Mortgage, HECM

Retirement Planning & Home Equity

For the majority of older Americans thinking about retirement planning, their single greatest asset is their home. Today’s seniors are facing a confluence of factors which make maintaining their standard of living, and providing for their care increasingly difficult. The…

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Harassment Prevention Orders and Your Attorney-in-Fact

Following the 2015 Massachusetts Appeals Court decision in Petriello v. Indresano it is established law that your attorney-in-fact may seek a harassment prevention order under M.G.L. c. 258E. This result can prove to be a double edged sword in the…

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Sun shining through big sky of clouds

Obtaining Guardianship to Authorize Transfer to Nursing Home

Question: My Mother was admitted to a Dementia Unit at our local hospital. She does not have a Health Care Proxy or a Durable Power of Attorney. The hospital tells me that the long term care facilities will not accept…

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Durable Power of Attorney – Frequently Asked Questions

1. What is a Durable Power of Attorney? It is a piece of paper that gives a person of your choosing permission to discuss and make financial and some legal decisions on your behalf. This document is used when you,…

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Health Care Proxy – Frequently Asked Questions

1. What is a Health Care Proxy? It is a piece of paper that gives a person of your choosing permission to discuss and make health care decisions on your behalf. 2. So, is that different than a Power of…

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Durable Power of Attorney – Sale of Parent’s Home

Question: My mother was recently diagnosed with Alzheimer’s Dementia and has moved out of her house and into mine. I have Power of Attorney from my Mother. What should I do with my mother’s house? When we receive a question…

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License to Sell and Power of Attorney

Question- I have Power of Attorney from my Mother and I am trying to sell her house. I have just been told I need a “License to Sell.” What does that mean and what should I do? A License to…

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SSI and Pooled Trusts

Those who collect SSI (Social Security Insurance) must meet a resource eligibility test and show less than $2,000 in resources. The purpose of SSI is to provide three things: Food, Shelter and Clothing. Under Section 1917(d)(4)(C) of the Social Security…

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Special Needs Trusts – SNT and SSI

As discussed in the previous posts on SSI, individuals with disabilities who receive SSI must meet a “resource eligibility test” and show less than $2,000 in convertible resources. SSI is designed only to provide financial help for food, shelter and…

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