Every estate plan is built upon a foundation of essential estate planning documents. Learn about these essential documents, including: advance medical directives and living wills, health care proxies, powers of attorney, revocable living trusts, and last will and testaments. Understanding these documents can help you make the right decisions so that you can minimize hardships… Read More »
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Guest Blogger- Betsy Ross, MA, LICSW, NHA, Owner of Boundless Options LLC
PREPAREDNESS 101 Your loved one has just been diagnosed with Alzheimer’s Disease (AD) – a devastating diagnosis. This person may be as young 40 or as old as 90. No one wants to imagine what this will look like in the coming years, but it is important to plan ahead. Admit it, we’ve all… Read More »
Guest Blogger- Lorry Sorgman, EA, MST, USTCP, Owner of Small Business Accounting Services
HOME MORTGAGE INTEREST: HOW MUCH IS DEDUCTIBLE? Many who have purchased homes and owned them for ten or twenty years are often surprised by the amount of equity that has increased over time. I know a client who purchased a three family home in Jamaica Plain, MA, in 1976 for $15,500. In 2004, when they went… Read More »
Guest Blogger- Judy Dovev, Eldercare Consultant, Owner of Elder Life Directions
When Is It Time For Assistance? Have you ever asked yourself the question “Is It Time for Assistance” when trying to support your aging loved one? It is a question that is on the minds of many people today. Older adults are living longer due to advancements in healthcare, nutrition and technology and want to… Read More »
What Matters to You: An Interactive Seminar on Starting Difficult Conversations
Join us as we welcome Ezra Home Care and O’Connell Law for this unique, one of a kind seminar. It can be hard to start conversations about what matters most to each of us as we age. Using the game, “Hello,” our moderators help guide participants to make crucial conversations easier and more comfortable… Read More »
Guest Blogger- Joan Roover, MSW, founder of A Thoughtful Move, Inc.
Downsizing May Be Rightsizing For Now The initial thoughts of selling your home and moving might come years before you actually do it. When that day of decision does come, it can be a difficult one. You may have spent decades in the home where you raised your children, gotten to know neighbors, and created… Read More »
Managing the Puzzles of Alzheimer’s/Dementia
How do we all, as onlookers, family, caretakers and friends, manage the symptoms and improve the quality of life for those enduring this terrible malady? We are presented with so many puzzles presented to us who are bearing witness. We want to solve these puzzles and improve life for all those touched by this disease. … Read More »
Genealogist got us started!
Ann Lawthers, a Genealogist at the New England Historic Genealogical Society, on “Getting Started in Genealogy.” O’Connell Law Lunch & Learn Series, April 20, 2017 Hosted by North Hill in Needham Genealogy is like a puzzle; each piece of information brings us one step closer to tracing our family history. Ann Lawthers’ presentation brought our… Read More »
What Trusts Can Help You Accomplish
There are many types of trusts, capable of helping you accomplish a variety of goals. However, when most people think about trusts, a Revocable Living Trust is the one they have in mind. A Revocable Living Trust allows you to maintain complete control over your assets while you are alive and after you have… Read More »
Let’s Pay Bills & More
Anne Fitzpatrick-Neu on “Let’s Pay Bills & More,” why she, trained as a social worker, helps people pay their bills – as well as manage their money, prepare for taxes, and enjoy life! O’Connell Law Lunch & Learn Series, January 25, 2017 Anne Fitzpatrick-Neu’s presentation attracted and engaged an audience of professionals eager to… Read More »