Who likes paying taxes? No one! Below are some ways you may be able to minimize or avoid taxes: Real Estate Taxes Income Taxes Estate Taxes For more information, please feel free to contact me at (508) 860-1470 or abergeron@mirickoconnell.com. I will also focus on this issue in my August virtual seminar, which will be […]
If you’ve been single all your life, you’ve had a lot of time to worry about protecting yourself and your assets while you are alive and making sure they go to the right people after you die. Occasionally, though, that plan needs updating as your situation changes, or as your worries do. For example: If, […]
Read More… from You’re Single. Does Your Estate Plan (Still) Work?
What is the alternative to being in a nursing home? That question is top of mind for many seniors now due to the high risk factors of the coronavirus, and the fact that the disease has become widespread within nursing home facilities. While some folks simply cannot live at home as a medical matter, many […]
In these columns, I generally try to provide legal tips and advice regarding how you, as seniors, can plan to make your life easier and to be prepared for life’s inevitable emergencies. Well, here we are. We are all living through an emergency that none of us could have foreseen or planned for. We are […]
Read More… from The Impact of COVID-19: We Are in This Together
I see about 500 new individuals or couples every year to talk about their estate plan. Occasionally, I find couples who have done no planning at all. In the vast majority of cases, though, people have a plan. It just may not be the right one, especially if it was done a while ago. Many […]
Read More… from Couples: 5 Reasons to Review Your Estate Plan
Below is a listing for my upcoming elder law legal clinic. Contact your local Council on Aging for more information and to register. If you miss a program, you may always watch them on your local cable access station or on my YouTube channel, “Elder Law with Frank and Mary.” Married Couples: Update on Estate […]
It is tax season again. You may be dreading it, or figuring you can ignore it because your income is low enough, especially if most of your income comes from Social Security. But, here is a reason to look forward to filing, at least for your Massachusetts return – the Circuit Breaker tax credit. No, […]
Oftentimes at my elder law seminars I ask guests if they have a Durable Power of Attorney. Most people raise their hands. A Power of Attorney is needed to authorize someone to handle all your financial and legal affairs if you are not able to do so yourself. If there’s no Power of Attorney, only […]
Read More… from Does Your Power of Attorney Do What You Need it to Do?
Frank and Mary are the fictional couple to whom I refer in my elder law seminars. They have the same questions and concerns you and your loved ones have. They also have the same interest you have in making your community one in which you can live happily for the rest of your life. I […]
Read More… from Make a New Year’s Resolution: Follow Frank and Mary