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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...
Sharing a bank account with an adult child
If you have an adult child managing your finances, helping you pay bills and dealing with the bank on your behalf, adding them...
Reasons to consider a qualified income trust
Without careful planning, Medicaid income limits can put people in a bind. Depending on a person’s income, they may make too...
Common myths of Medicaid planning
Medicaid planning refers to the restructuring of your income and assets in order to preserve your life savings without losing...