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Estate Planning
Summary of Estate Planning Basics
Family Limited Partnerships
Gifting
Intra-family Gifts of Land
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...
Finding the best retirement calculators
Figuring out how much to save for retirement and when you can safely stop working can be difficult. A growing number of online...
New brokerage account safeguards aim to protect seniors from scams
As the population ages, elder financial abuse is a mounting problem, and vulnerable seniors can become victims of scammers who...
When can you delay taking Medicare?
Although you’re eligible for Medicare at 65, there are circumstances in which you might not want to apply, particularly if...
