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Estate Planning
Summary of Estate Planning Basics
Family Limited Partnerships
Intra-family Gifts of Land
Gifting
Revocable Living Trusts
Resources
Elder Law
Factors to Consider in Selecting a Nursing Home
How to Finance Care at Home
Masshealth – Long Term Care
New Medicaid Transfer Rules Enacted
Resources
Estate & Trust
Administration
Estates with Assets Over 25K
Estates with Assets Under 25K
Fiduciary Responsibilities
Irrevocable Life Insurance Trusts
Revocable Living Trusts
Your Role as Guardian
Your Role as Conservator
Resources
Tax-Related Issues
Economic Growth & Tax Relief
Jobs Creation Act of 2010
Massachusetts Estate Tax
Tax Law 2001 Memo: Federal-estate tax only
Resources
Philanthropy
News and Announcements
From the DRS Newsletter...
What’s a lifeinsurance trustand do I need one?
If you’re looking to make sure your family is well protected when you pass away, it may be worth talking to an elder law...
Ways to fight isolation as an older American
A 2023 government study indicated that the lack of social connections can affect your health as much as smoking 15 packs of...
How to address digital assets in an estate plan
Accounting for assets in traditional formats, such as bank accounts, home equity, trusts, insurance policies, stocks and...
