Archive | Legal Briefs

Another important chapter in state’s probate code

By Linda T. Cammuso The new Massachusetts Uniform Probate Code (MUPC) was signed into law several years ago and several important and significant changes took effect on Jan. 2. The new legislation is designed to simplify, streamline and clarify the probate process. In certain cases it will require less court supervision and estate resolution will [...]

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Helping families survive after a death or disability

By Linda T. Cammuso Death and taxes are certainties in life, we’ve all heard that. What you may not know is that the likelihood of becoming disabled is much greater than the likelihood of dying. Proper planning for either disability or death is one of the most thoughtful things you can do for your family. [...]

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Estate planning: The right attorney uses a personal approach

By Linda T. Cammuso If you had a heart condition you would not see a general practitioner or go online to figure out your own treatment. You’d look for a heart specialist — one with extensive training and understanding of coronary heart disease to reduce your risk of a heart attack or stroke. Similarly, if [...]

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Understanding the five year Medicaid look back

By Cathleen Summers After acquiring a lifetime of assets, many seniors wish to transfer these assets to loved ones. Before doing so, it is well worth the time and effort to understand the basics of Medicaid (also called MassHealth here in Massachusetts) and the five-year look-back rule, which can be especially confusing. MassHealth is a [...]

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Long-term care or nursing home?

By Linda T. Cammuso People generally recognize the importance of long-term care and nursing home planning — just not always when it comes to themselves or their loved ones. Many people live in denial that they would ever face that situation. As an estate planner, I often meet people from the “it-can-never-happen-to-me group,” who have [...]

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Four common estate planning mistakes

By Linda T. Cammuso Avoidance behavior is easy and we all practice it to an extent. More often than not, though, people make mistakes by delaying important decisions that can have profoundly negative consequences for them and their loved ones. When it comes to estate planning here are four major mistakes that people make before [...]

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