Elder Law

Christine Boutin to present, "What Conveyancers Need to Know When Elderly Clients Buy Property"

Trusts and Estates e-News: Episode 2 of Trusts and Estates Podcast Series

Mirick O'Connell Launches Trusts and Estates Podcast Series

Arthur Bergeron quoted in AARP, "You've Got the Power (of Attorney)"

PODCAST: Arthur Bergeron discusses 'Staying at Home'

PODCAST: Arthur Bergeron discusses Avoiding Family Feuds

PODCAST: Arthur Bergeron discusses Living with Memory Loss

PODCAST: Arthur Bergeron discusses Wills and Trusts

PODCAST: Arthur Bergeron discusses Planning for the Last Year of Life

PODCAST: Arthur Bergeron discusses Financial Planning for the Rest of your Life

PODCAST: Arthur Bergeron discusses Tax Issues for Seniors

PODCAST: Arthur Bergeron discusses Planning Ahead to Protect your Home as you Age

PODCAST: Arthur Bergeron discusses What Seniors Need to Know about MassHealth

PODCAST: Arthur Bergeron discusses Massachusetts Elder Law: Gifting

PODCAST: Arthur Bergeron discusses Medicare Open Enrollment

Leah Kofos featured in Pro Bono Spotlight by Community Legal Aid

Ted Bassett quoted, "How effective are liability waivers in the age of the novel coronavirus?," American Bar Association Journal, July 2, 2020

PODCAST: Emily Crim discusses estate planning for same-sex couples | Recorded 5.1.20

PODCAST: Arthur Bergeron talks about alternatives to nursing homes during COVID-19 | Recorded 4.27.20

PODCAST: Ted Bassett discusses taking care of the elderly during COVID-19 | Recorded 4.25.20

Make a New Year's Resolution: Follow Frank and Mary

Free Estate Planning Clinic for Low-Income Veterans

Joint Ownership: The Good, the Bad and the Ugly

Even Your Pet Needs an Estate Plan

Arthur Bergeron honored by MetroWest Health Foundation

e-Alert: COVID-19 Funeral Reimbursement Program

Elder Law Presentation: Medicare Package

Elder Law Presentation: Reverse Mortgages

Elder Law Presentation: The Post-Mortem To Do List

Elder Law Presentation: The Last Year of Your Life

Elder Law Presentation: Why You Can Always Qualify For MassHealth

Arthur Bergeron interviews Framingham's Sustainability Coordinator Shawn Luz

Elder Law Presentation: Dealing with Your 70's

Elder Law Presentation: Things to Consider in Your 60's

Arthur Bergeron interviews Glenda Thomas, COA Board Member and creator of the Framingham Senior Heroes Awards

Elder Law Presentation: Elder Law 101 - Does Your Estate Plan Still Work?

Arthur Bergeron interviews Lisa Campbell of MInd Fulfilled

Arthur Bergeron interviews Framingham Deputy Fire Chief Jim Ahearn

Elder Law Presentation: 'Tis the Season for Tax Planning...and Giving.

Arthur Bergeron interviews Westborough's Assistant Town Manager, Kimberly Foster regarding the Senior Needs Assessment

Elder Law Presentation: Which Medicare Plan is Right for You?

Arthur Bergeron interviews Debra Bechtold and Tony Cahill from the Nantucket Wheelers

Arthur Bergeron interviews Bill Harrington of the Dull Men's Club and Sam Stivers of the Southborough Select Board

Arthur Bergeron interviews Frank Schadt and Crystal Ray about the upcoming documentary "The Island Cup"

Elder Law Presentation: Staying in Control

Arthur Bergeron interviews Kate Donaghue, Democratic nominee for State Representative for Westborough

Arthur Bergeron interviews Randy Aylsworth, Assistant Director of Elder Services in Framingham

Arthur Bergeron interviews Josh Obeiter and Betsy Connolly regarding homecare and independent and assisted living options

Arthur Bergeron interviews Anne Roberti, Director of Community Education & Lifelong Learning at Framingham State University

Elder Law Presentation: Planning for the Last Year of Your Life

Arthur Bergeron interviews Bill Grieder, Nantucket Senior Man of the Year

Arthur Bergeron interviews Sheri Hunt and Maryanne Ryan of Elder Services of Cape Cod and the Islands

Arthur Bergeron interviews Marlborough Public Health Nurse Sheila Lucia

Elder Law Presentation: Living with Memory Loss

Arthur Bergeron interviews Peter Dunbeck, the Chief of Police, and Sgt. Det. Josh Croft regarding the Westborough Sustainable initiative

Arthur Bergeron interviews Attorneys Lisabeth Jorgensen of MetroWest Legal Services and Jamie Sabino of the MA Law Reform Institute regarding legal assistance for victims of identity theft

Arthur Bergeron interviews Pam LeFrancois and Cynthia Henderson Beard of the Southborough Senior Center

Arthur Bergeron interviews Lisa Ushkurnis, Social Services Director at the Callahan Center

Elder Law Presentation: Helping the Children (and Grandchildren) After You Die

Arthur Bergeron interviews Rebecca Wild-Wesley, President of The Aging Space

Arthur Bergeron interviews Brooke Mohr, Nantucket's newest Select Board member

Arthur Bergeron interviews Amy Cowan, Program Manager at SMOC for the Home Modification Loan Program

Arthur Bergeron interviews Regina Wolf Fritz and Lisa Gardner regarding adult social day programs

Arthur Bergeron interviews Beth Dill of the Southborough Community Fund

Elder Law Presentation: Elder Law for Singles

Arthur Bergeron interviews Cara Presley, Director of Westborough Youth & Family Services

Arthur Bergeron interviews Paula Geller, Programs Manager at the Callahan Center in Framingham

Arthur Bergeron interviews Robert Anderson, Chair of the Southborough Economic Development Committee

Elder Law Presentation: Elder Law for Couples

Arthur Bergeron interviews Nantucket Town Moderator Sarah Alger

Arthur Bergeron interviews Westborough's Police Chief Jeff Lourie and Lt. Mike Daniels regarding Body Worn Cameras (BWC)

Arthur Bergeron interviews Brian Stearns of the Veteran's Agent

Arthur Bergeron interviews Mary Jo Nawrocki regarding CSF of Marlborough

Arthur Bergeron interviews Marlborough's Mayor Arthur Vigeant

Arthur Bergeron interviews Kate Donaghue, a candidate for the newly created, 19th Worcester District Representative seat

Elder Law presentation: Qualifying for MassHealth

Arthur Bergeron interviews Karen Lyons, PhD and Christopher Lee, PhD, RN regarding a study on couples managing heart failure

Arthur Bergeron interviews Dan Driscoll, President of Nantucket TV's Board of Directors

Arthur Bergeron interviews Jim Robbins, Town Planner; and Mark Silverberg, Chair of the Planning Board of Westborough

Arthur Bergeron interviews Brenda Johnson of Our Island Home on Nantucket

Elder Law Presentation: All About Income Taxes

Arthur Bergerson interviews Sarah Cassell, Southborough's Director of Youth and Family Services

Arthur Bergeron interviews John Neas, former Chief Assessor for the City of Framingham

Arthur Bergeron interviews Mary Lacoursiere about decorative art projects through the Nantucket Historical Association

Elder Law presentation: Moving

Arthur Bergeron interviews Scherrie Keating of Diabetes Kare Consulting, LLC.

Arthur Bergeron interviews Margaret Cardello and Nena Bloomquist discuss the library project in Marlborough

Arthur Bergeron interviews Steve Pepe, a loan officer for Reverse Mortgage Funding

Elder Law Presentation: Planning to Stay Home

Arthur Bergeron interviews Rebecca Wild-Wesley of The Aging Space

Arthur Bergeron interviews Mary Brooks, Nursing Home Ombudsman Program Director at BayPath Elder Services

Arthur Bergeron interviews Kelsea Gray, Clinical Nurse Manager for the Nantucket Team of the Visiting Nurses of Cape Cod

Arthur Bergeron interviews Laura Hogan and Terry Gavin from The Little Free Pantry in Westborough

Arthur Bergeron interviews Bob Sylvester, a Westborough legend

Arthur Bergeron interviews Kathy Lang, Veterans Service Officer for the City of Framingham

What's new for the Giving Season?

Arthur Bergeron interviews Ellen Koswick, a professional realtor

Arthur Bergeron interviews Kelley Petralia, Executive Director of Westborough Connects

Arthur Bergeron interviews Jennifer Kirkland, Recreation Department Director; and Matt Griffith, Westborough Golf Club Professional

Arthur Bergeron interviews Steve Mitchell, Ashland Selectboard Member

Arthur Bergeron interviews Kristi Williams, Town Manager of Westborough

Arthur Bergeron interviews Doug Peck from Seniors Helping Seniors

Family Feuds and How to Avoid Them

Arthur Bergeron interviews Besty Connolly of New Horizons and Josh Obeiter of Seniors Helping Seniors

Arthur Bergeron interviews Chief Jeff Lourie and Dep. Chief Todd Minardi of Westborough PD

Arthur Bergeron interviews Sue Burns, Money Management Program Supervisor at BayPath Elder Services

Staying in Control

Arthur Bergeron interviews Donna Murray, Family Caregiver Support Specialist of BayPath Elder Services

Arthur Bergeron interviews Lisa Ushkurnis, Social Services Director at the Callahan Center

Living with Memory Loss

Arthur Bergeron interviews Fran Kartunnen, linguist, historian, and author from Nantucket

Arthur Bergeron interviews Alma DeManche, Executive Director of the Westborough Senior Center

Arthur Bergeron interviews Susan Cote, Options Counselor at BayPath Elder Services

Arthur Bergeron: Elder Law for Singles

Arthur Bergeron interviews Kevin Flynn, founder of the Nantucket Comedy Festival

Arthur Bergeron interviews John Garside, Marlborough's Board of Health Director

Arthur Bergeron interviews Southborough Town Administrator Mark Purple

Arthur Bergeron interviews Sean Keogh, Westborough's new member of the Select Board

Arthur Bergeron interviews Patrick Welch, the newest member of the Westborough Select Board

Arthur Bergeron interviews Kimal McCarthy, Nantucket's first Director of Diversity, Equity and Inclusion

Arthur Bergeron interviews Justin Sousa and John Gallinagh of the Central Massachusetts Veterans' Service District

Arthur Bergeron interviews Janice Long, Director of the Hudson Senior Center

You Can't Take It With You, But You Can Control Who Gets It!

Arthur Bergeron interviews Grace O'Donnell, Director of Elder Services at the Callahan Center

Arthur Bergeron interviews Nantucket's Town Clerk Nancy Holmes and Town Moderator Sarah Alge

Arthur Bergeron interviews Liz Tretiak, Director of Northborough Senior Center

Arthur Bergeron interviews David Holmberg, Advanced Certified Pharmacy Technician of Leslie's Drug Store on Martha's Vineyard

Arthur Bergeron interviews Sharad Mehta, Heat Pumps, Part 4 of The Environment & Global Warming series

Arthur Bergeron interviews Nantucket Town Manager Elizabeth Gibson

Arthur Bergeron interviews Carolyn Harrington and Vickie Killeen of Bistro@119, the on-site restaurant at Northborough Senior Center

Arthur Bergeron interviews Joe Early, DA and Kevin Donohue, DAA regarding recent scams on seniors

Arthur Bergeron interviews Pam LeFrancois, Director of the Senior Center, and James Hegarty, Town Clerk, of Southborough

Planning for the Last Year of Your Life

Arthur Bergeron interviews Stephen Pepe, Loan Officer of Reverse Mortgage Funding, LLC, regarding reverse mortgages

Arthur Bergeron interviews Westborough Town Manager Kristi Williams re: town budget

Arthur Bergeron interviews Police Chief Jeff Lourie and Sargent Mike Daniels regarding the body worn camera initiative in Westborough

Arthur Bergeron interviews Susan Moriarty, Program Director of MetroWest Meds at the Edward M. Kennedy Community Health Center

Arthur Bergeron interviews Tucker Holland, Housing Director for Nantucket

Arthur Bergeron interviews Andy Dowd, Town Clerk of Northborough

Arthur Bergeron interviews Kristina Johnson and Pam Helinek of Planning and Community Development in Hudson

Arthur Bergeron interviews Sharad Mehta, Electric Vehicles, Part 3 of The Environment & Global Warming series

Arthur Bergeron interviews Joseph Early, Jr. and Kevin Donohue regarding latest scams

Arthur Bergeron interviews Kerri Martinec, President of Friends of the Northborough Senior Center, and Muriel Sweenor, Vice Chair of the Council on Aging Board

Arthur Bergeron interviews Alexandra Rowell, Activities Director of Nantucket's Our Island Home

Arthur Bergeron interviews Kim Foster and Tim Koehler about the Mass Save Energy Audit Program in Westborough

Arthur Bergeron interviews Dave Tasto, owner of Assisting Hands - Boston Northwest home care

Arthur Bergeron interviews Erin Muldoon, Financial Professional from New York Life

Arthur Bergeron interviews Alex Gottfried regarding reverse mortgages for Seniors

Arthur Bergeron interviews Dr. Robert Laskowski

Arthur Bergeron interviews Susan Storey, Financial Advisor from Storey Financial Services

Arthur Bergeron interviews Maureen Amyot and Mary Johnston regarding the Westborough Library renovation & strategic planning

Arthur Bergeron interviews Candi Wilson, Ashland's Elder Services Outreach Coordinator

Arthur Bergeron interviews Kelley Petralia, Executive Director of Westborough Connects

Arthur Bergeron interviews Connie W. Tsao, MD, MPH, Cardiologist at Beth Israel Deaconess Medical Center

Arthur Bergeron interviews Randy Vargus of Boston Senior Medicine and Peter Johnson of Caption Call

Arthur Bergeron interviews Rebecca Foley and Suzy Cieslica from the Northborough Community Affairs

Arthur Bergeron interviews Cara Presley, Director of Youth & Family Services

Arthur Bergeron interviews Chris Payant, DPW Director of Westborough

Your Financial Plan Until You Die

Arthur Bergeron interviews Worcester County District Attorney Joseph Early, Jr. and Kevin Donohue, Community Outreach

Arthur Bergeron interviews Lori Imparato, Program Director of AgingWell Adult Day Health Center

Arthur Bergeron interviews Doug Peck of Seniors Helping Seniors

Arthur Bergeron interviews Sharad Mehta, Residential Solar Systems, Part 2 of The Environment & Global Warming series

Arthur Bergeron interviews John Parent, Board of Selectmen member in Hudson

Arthur Bergeron interviews David Gauthier and Mike Wassenaar about local community media stations

Arthur Bergeron interviews Jennifer Bruneau, the new Director of the Northborough Free Library

Arthur Bergeron interviews Jordan McCarron, the new Director of the Conservation Commission in Westborough

Arthur Bergeron interviews William Naser, Framingham's Chief Assessor

All About Income Taxes

Arthur Bergeron interviews Nina Sable, a professional realtor, IS IT A GOOD TIME TO SELL!

Arthur Bergeron interviews Regina Wolf Fritz, owner of Better Day

Arthur Bergeron interviews Michelle Epps of Nantucket Community Hospital

Arthur Bergeron interviews Lester Hensley, Chair of the Master Plan Advisory Committee in Westborough

Arthur Bergeron interviews Ed Berman of the Ashland Police Department

Arthur Bergeron interviews Victoria Haeselbarth, Social Outreach Coordinator from The Anchors, Edgartown Council on Aging

Arthur Bergeron interviews Sharad Mehta about Climate Change and Green House Gas (GHG) Emissions, Part 1

Arthur Bergeron interviews Debbie Schwartz, LICSW

Arthur Bergeron interviews Lisa Braccio, Vice Chair of the Southborough Board of Selectmen

Arthur Bergeron interviews Alma Demanche, Director of Westborough Senior Center

Arthur Bergeron interviews Renee Hatherley, President of the Westborough Women's Club

Arthur Bergeron interviews Sarah Viadero, former Volunteer Coordinator at the Callahan Center

Arthur Bergeron interviews Kelli Calo, Director of Public and Community Health for the Town of Hudson

Arthur Bergeron interviews Dr. Tej Maini and Monica Gow of the Worcester Institute for Senior Education at Assumption College

Arthur Bergeron interviews Megan Panek, Martha's Vineyard Director of Elder Services of Cape Cod & the Islands

Arthur Bergeron interviews Sean Divoll, the new DPW Commissioner for the City of Marlborough

Arthur Bergeron interviews Luanne Crosby, local songwriter and musician of Westborough

Arthur Bergeron interviews Regina Wolf Fritz, owner of Better Day Adult Social Day Program

Arthur Bergeron interviews Jerico Mele, the new Human Services Director on Nantucket

Arthur Bergeron interviews Kristin Black, Health Agent for the Town of Northborough

Arthur Bergeron interviews Tammy Pozerycki and Dr. Michele Ricard

Arthur Bergeron interviews Regina Wolf Fritz and Valerie Harding of Better Day Adult Social Day Program

Arthur Bergeron interviews Sharad Mehta and Heather Abraham, members of the Rotary Club's COTE

Arthur Bergeron interviews Cheryl Lavallee, LICSW, Assistant Director of Social Services at the Callahan Center

Arthur Bergeron interviews John Parent regarding tax breaks

Arthur Bergeron interviews Patty Mespelli from the Assessor's Office for the City of Marlborough

Arthur Bergeron interviews Rich Ball, Ashland Town Assessor

Arthur Bergeron and Shelby Marshall talk about gifting

Arthur Bergeron interviews Michelle Jones and Andy Donovan from The Artisan in Hudson

Arthur Bergeron talks with Alison Forsgren about gifting

Arthur Bergeron talks with Doug Peck regarding gifting during the holidays

Arthur Bergeron and Shelby Marshall talk about VIA, the new on demand transportation option in Westborough

Arthur Bergeron interviews Rebecca Wild-Wesley of The Aging Space

Arthur Bergeron interviews Kristi Williams, Town Manager of Westborough

Arthur Bergeron interviews Andrea Little of the National Garden Club

Arthur Bergeron interviews Jim Priest, Community Relations Director at Whitney Place Assisted Living and Memory Care

Arthur Bergeron interviews Larry Hemstreet and Don Dodson discuss the Gale Store housing project in Northborough

Arthur Bergeron interviews Dr. Donald Marks, neurologist; and Marguerite Davis

Arthur Bergeron interviews Kathy Devine, Director of Prescription Advantage Operations and Outreach of the Mass Executive Office of Elder Affairs Programs and Services

Tis the Season, or is it?

Arthur Bergeron interviews Carolyn MacLeod, SHINE Counselor

Arthur Bergeron interviews Ana Salomao as she discusses the MA Shine and MA Prescription Advantage Program

Arthur Bergeron interviews Regina Fritz Wolf of Better Day Adult Day Program

What Medicare Plan will Help You Sleep Better?

Arthur Bergeron interviews Pam LeFrancois and Joe Quirk

Arthur Bergeron interviews Beth Gutierrez and Johanelly Estrella of Adult Family Care

Shelby Marshall, Westborough Selectman, interviews elder law attorney Arthur Bergeron

Arthur Bergeron interviews Kristin Black, the new Board of Health Agent, and Becca Meekens, the new Assistant Town Administrator, for the Town of Northborough

Arthur Bergeron interviews Vincent Alfano, Chief of Ashland Police; and Keith Robie, Chief of Ashland Fire Department

Arthur Bergeron interviews Alicia Rego, Outreach Coordinator from the Marlborough Senior Center

Arthur Bergeron interviews Nancy Holmes, Town Clerk for the Town of Nantucket

Arthur Bergeron interview Dr. Syed Hashmi. a candidate for MA State Representative

Arthur Bergeron interviews Andy Horvitz and Tom Desmond, Founders of The Hudson Cultural Alliance

Arthur Bergeron interviews James Hegarty, Southborough Town Clerk

Arthur Bergeron interviews Peter Dunbeck and Eileen Nikopoulos regarding Westborough Power Choice

Arthur Bergeron interviews Michelle Andrade, the City of Marlborough Public Health Nurse

Elder Law for Singles

Arthur Bergeron interviews Sandie Corr-Dolby from Horizons Geriatric Care Management

Arthur Bergeron interviews Doug Flynn and Julie Nowak from BayPath Elder Services

Arthur Bergeron interviews Doug Peck from Seniors Helping Seniors

Arthur Bergeron interviews Representative Danielle Gregoire

Arthur Bergeron interviews Bob DePeron, Samantha Cheung and Melody McLaughlin

Arthur Bergeron interviews Josh Obeiter from Seniors Helping Seniors

Arthur Bergeron interviews Doug Peck from Seniors Helping Seniors

Arthur Bergeron interviews Amber Bock Superintendent from Westborough Schools

Arthur Bergeron interviews Kelley Petralia and Janet Hart from Westborough Connects

Arthur Bergeron interviews Lisa Borchetta from Westborough Neighbors

Arthur Bergeron interviews Kelley Petralia and Janet Hart from Westborough Connects

Arthur Bergeron interviews Julie Brownlee from the Assessor's Office in Northborough

Arthur Bergeron interviews Sherrie Keating from Diabetes Kare Consulting

Arthur Bergeron interviews Veronika Mitchell from the Discovery Center at the Callahan Center

Arthur Bergeron interviews Senate President Karen Spilka

Your Health Care Proxy

Why You Need A Power of Attorney

Do You Really Need A Will

Simple Ways To Avoid Probate

Arthur Bergeron interviews Phyllis Rappaport, Founder and Treasurer of Cure Alzheimer's

Arthur Bergeron interviews Steve Mitchell, newly re-elected member of the Ashland Select Board

Arthur Bergeron interviews Julie Brownlee from the Assessor's Office in Northborough

Arthur Bergeron interviews Steve Kerrigan, City Clerk of Marlborough

Arthur Bergeron interviews Allen Edinberg, Vice Chair of Westborough Board of Selectmen

Arthur Bergeron interviews Justin Sousa of the Central Massachusetts Veterans' District

Arthur Bergeron interviews Chris Payant, Director of Westborough DPW

Arthur Bergeron interviews Danielle Gregoire, State Representative

Getting the Care You Need During the Pandemic

Arthur Bergeron interviews Michelle Gucciardi, Assistant Program Coordinator of MetroWest SHINE

Arthur Bergeron interviews Arthur Vigeant, Mayor, City of Marlborough

Arthur Bergeron interviews Jennifer Hoadley from the Alzheimer's Association

Arthur Bergeron interviews John Arnold, Westborough Town Moderator

Arthur Bergeron interviews Jocelyn Ehrhardt, Outreach Coordinator at Town of Northborough Senior Center

Arthur Bergeron interviews Anthony Vaver, History Librarian

Arthur Bergeron interviews Karen Henderson, General Manager of Westborough TV

Arthur Bergeron interviews Steve Hart and Aidan Horrigan from Westborough TV

Arthur Bergeron interviews Randy Aylsworth, Assistant Director at the Callahan Center in Framingham

Arthur Bergeron interviews Karen Henderson and Steve Hart from Westborough TV

Arthur Bergeron interviews Rick Starzyk, Outreach Coordinator at the Northborough Free Library

Arthur Bergeron interviews Dr. Diane Pearl & Jason Graziadei from Nantucket

Arthur Bergeron interviews Jason Perreault and Michelle Grasso

Arthur Bergeron interviews Rebecca Wild-Wesley

Arthur Bergeron interviews Joe Quirk and Emily Amico from Southborough

Arthur Bergeron interviews Michelle Grasso, Owner of Synergy Wellness in Hudson

Arthur Bergeron interviews Lisa Maselli and Scott Rogers, two candidates running for the Northborough Board of Selectmen

Arthur Bergeron interviews John Garside, City of Marlborough Public Health Director

Arthur Bergeron interviews Dianne Bien, Program Director and Nurse Practitioner from PASCON

Married Couples: Update on Estate Planning Strategies

Qualifying for MassHealth

Making the Last Year of Your Life as Good as it Can Be!

Getting the Help You Need to Stay Independent

Elder Law for Couples

Protecting the Elderly: Coronavirus and Nursing Homes

5 Ways to Incorporate Charitable Giving into Your Estate Plan

Representative Matters

• Developed asset protection plans that allow couples to keep control of all their assets, while assuring that, if one passes away, the assets of the survivor will be protected immediately if nursing home care is needed
• Developed safeguard system so that elderly clients can feel confident that those managing their assets are accountable
• Developed innovative private annuity and other vehicles to assure that, if one spouse needs nursing home care, the other spouse can remain at home without facing financial ruin
• Represented hundreds of elders in obtaining MassHealth eligibility and appealing inappropriate denials of eligibility
• Analyzed tax implications of asset protection plan, to ensure estate and income tax savings are maximized

Getting All Your 'Docs' in a Row: Trusts and Estates Blog

PLANNING TO KEEP CONTROL

This article was co-authored by Arthur Bergeron and Leah Kofos. Does this dilemma sound familiar?  On one hand, you want to keep control of your life and make all of financial and medical decisions yourself.  On the other hand, you …

Living with Memory Loss

Thirty years ago next month, my mother died in a nursing home.  Back then, there weren’t open discussions, shared knowledge, or resources available to people with Alzheimer’s Disease.  Most seniors died from “hardening of the arteries” or just “old age.” …

Financial Planning for Seniors

This article was authored by elder law attorneys Arthur P. Bergeron and Leah Kofos. To whom do you trust to give your financial planning advice?  Your accountant?  Your kids?  The guy you have coffee with at Dunkin Donuts?  Your lawyer? …

Extension of 2020 Massachusetts Tax Return Filing and Payment

This article was authored by Allen J. Falke, Tracy A. Craig, and Leah Kofos. Following the recent federal extension for tax filings, Massachusetts has announced that it will extend the filing and payment deadline for individual income tax returns until …

Extension of 2020 Federal Tax Return Filing and Payment

This article was authored by Allen J. Falke, Tracy A. Craig, and Leah Kofos. The Internal Revenue Service announced yesterday that the federal income tax filing and payment deadline for individuals will be extended until May 17, 2021. This extension …

A Few Tips for Tax Season

This article was authored by elder law attorneys Arthur P. Bergeron and Leah A. Kofos. I love being at Mirick O’Connell because when my elder clients inevitably call me at this time of year asking tax questions, I can always …

Planning to Stay Home

Most seniors, like my friends Frank and Mary, hope they can live in their home until they die.  But hope is not a plan. Here are some tips: Make your home safe. The older you get the greater the risk …

The Planning You Need to Qualify for MassHealth

In previous columns I have explained how, whether you are single or married, you can always qualify for MassHealth at the last minute if you need to.    Knowing that to be true, do you still need to plan ahead?  The …

Giving it All Away (Or at Least Some of It)

Every December my clients ask whether or not it makes sense to make gifts to their loved ones.  In addition to getting to hear “thank you”, there are several advantages to giving assets away before you die, with few disadvantages.  …

Single? Need to Qualify for MassHealth?

It is important to know your options when it comes to qualifying for MassHealth should you require home health care or nursing home care. Many seniors who are single often lose sleep worrying about this very issue. Rest assured, whether …

Mirick O'Connell Law Blog - Elder Law

PLANNING TO KEEP CONTROL

This article was co-authored by Arthur Bergeron and Leah Kofos. Does this dilemma sound familiar?  On one hand, you want to keep control of your life and make all of financial and medical decisions yourself.  On the other hand, you …

Living with Memory Loss

Thirty years ago next month, my mother died in a nursing home.  Back then, there weren’t open discussions, shared knowledge, or resources available to people with Alzheimer’s Disease.  Most seniors died from “hardening of the arteries” or just “old age.” …

Financial Planning for Seniors

This article was authored by elder law attorneys Arthur P. Bergeron and Leah Kofos. To whom do you trust to give your financial planning advice?  Your accountant?  Your kids?  The guy you have coffee with at Dunkin Donuts?  Your lawyer? …

A Few Tips for Tax Season

This article was authored by elder law attorneys Arthur P. Bergeron and Leah A. Kofos. I love being at Mirick O’Connell because when my elder clients inevitably call me at this time of year asking tax questions, I can always …

Podcast: Attorney Emily Crim discusses estate planning for same-sex couples

Click here to listen to Emily Crim’s recent podcast on estate planning for same-sex couples, as part of Mirick O’Connell’s On Air with Mirick O’Connell podcast series.…

Couples: 5 Reasons to Review Your Estate Plan

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 …

Planning During the Last Year of Your Life

Thanks to modern technology and medical advances, the chances of detection of a chronic illness are much greater than they were say in the 1970s; the likelihood of living a bit longer and enjoying that extra time also outweighs that …

Sick? Call Your Doctor – Then Call Your Lawyer

This past month two different people called (neither of them were an existing client) with the same story. Each one had a relative close to death and wanted to know if there was anything that should be done.  In each …

How “Waiving the Will” Could Affect You

In the spring, as part of a my seminar series, I will be presenting “Elder Law for Couples,” in which I will discuss the ins and outs of estate planning for seniors. One of the new issues is a new …

It’s Tax Time Again – Here Are Four Quick Tips

If you or your spouse is chronically ill, here are four quick tips to consider if you itemize deductions on your income tax returns: LONG TERM CARE INSURANCE PREMIUMS ARE USUALLY DEDUCTIBLE. They are part of your medical expense deduction.  …