Category Archive for "Estate Planning"

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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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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Durable Power of Attorney

Write a Durable Power of Attorney While You Retain Capacity

A previous post discussed the importance of writing a Will while testamentary capacity can still be proven. This post discusses another inexpensive estate planning document — the Durable Power of Attorney. A regular Power of Attorney gives another person (Attorney-in-Fact)…

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Long Term Care Planning: Qualifying for Medicaid / MassHealth Assistance

Frank Grimaldi Law Can Help Protect the Assets of Your Spouse or Dependents When Qualifying for Medicaid / MassHealth Assistance Whether age or illness related, an individual’s need for nursing home care is sometimes inevitable. In the Boston-Cambridge area this…

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wills

Testamentary Capacity: Is Your Loved One of Sound Mind and Able to Write a Valid Will?

Recently, a longstanding client contacted our office to discuss estate planning options available to her mother who was rapidly declining, both physically and mentally. Mother, she noted, was showing signs of confusion and increasing memory loss. Mother, who knew she…

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wills

Cost Effective Estate Planning Starts with a Will

Most of us spend a significant amount of time planning for the future. We think, strategize and execute life decisions about our career, marital status, property ownership and whether to become a parent. Unfortunately, we do not spend the same…

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