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…
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…
Social Security Insurance – SSI and ABLE Accounts
As discussed in the previous post, individuals with disabilities who receive SSI must meet a “resource eligibility test” and show less than $2,000 in…
Social Security Turns Eighty Years Old – A Discussion of SSI and SSDI
On August 14, 1935, President Franklin D. Roosevelt signed the Social Security Act, which among other things allows the Federal Government to provide financial…
Extending Guardianship Authority Across State Lines
I am my mother’s legal guardian and we are moving to Massachusetts from New York– what do I need to do to make sure…
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…
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…
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.…
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…
Helping Parents Take Control of End of Life Decisions
As you return to your childhood home this season, there may be more on your mind than just turkey and presents. You may be…
