ELIMINATING THE “STEPPED-UP BASIS” WILL HURT MIDDLE-INCOME EARNERS TOO
To help fund $1.5 trillion dollars in new spending, President Biden wants to eliminate the “stepped-up basis” applied to inherited assets. The President is…
Estate Planning
You can make a will during Coronavirus
Even during social distancing and shelter-in-place, Attorney Frank V. Grimaldi can make you a legally valid Massachusetts will. If this is something you’ve been…
Retirement Planning & Home Equity
Accessing Home Equity For the majority of older Americans thinking about retirement planning, their single greatest asset is their home. Today’s seniors are facing…
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…
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…
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…
