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# O'Connell Law Group

## Sitemaps

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## Posts

- [Blog](https://www.oconnelllawgroup.com/blog/) - Estate planning and elder law guidance from O'Connell Law. Explore wills, trusts, Medicaid planning, and Massachusetts estate tax strategies for your family.
- [How to Find an Urgent Will Lawyer in Framingham MA](https://www.oconnelllawgroup.com/urgent-will-lawyer-framingham/) - You’ve built a life for your own family, but you find yourself increasingly worried about your aging parents. You want to ensure they are protected and that their wishes are honored, but starting the conversation about estate planning can feel difficult. Helping them get their affairs in order is one of the most supportive things
- [How to Get an Emergency Power of Attorney in Northampton MA](https://www.oconnelllawgroup.com/how-to-get-an-emergency-power-of-attorney-in-northampton-ma/) - It’s a phone call no one wants to get. A sudden accident or unexpected illness has left a loved one unable to communicate, and you’re the one who has to step in. But when you try to access their bank account to pay their mortgage or speak to their doctor, you hit a wall of
- [Find the Best Incapacity Planning Lawyer Northampton MA](https://www.oconnelllawgroup.com/incapacity-planning-lawyer-northampton-ma/) - Looking for an incapacity planning lawyer Northampton MA? Get guidance on protecting your wishes, assets, and family with a personalized legal plan.
- [Asset Protection Trusts in Massachusetts: Limits](https://www.oconnelllawgroup.com/asset-protection-trust-massachusetts/) - Schedule a Consultation to learn what an asset protection trust can and cannot do in Massachusetts, including creditor limits and MassHealth planning.
- [Why Hire a Healthcare Proxy Attorney Northampton MA?](https://www.oconnelllawgroup.com/healthcare-proxy-attorney-northampton/) - A healthcare proxy attorney Northampton MA helps you create a clear, legally valid plan for your medical wishes and protects your family from future stress.
- [How to Find an Urgent Will Attorney in Northampton, MA](https://www.oconnelllawgroup.com/urgent-will-attorney-northampton/) - Need an urgent will attorney Northampton MA? Learn how to choose the right lawyer for fast, reliable estate planning when time is limited.
- [Long Term Care Planning in Massachusetts](https://www.oconnelllawgroup.com/long-term-care-planning-massachusetts/) - Learn how long term care planning in Massachusetts connects care settings, MassHealth, payment sources, timing, and legal documents before a crisis.
- [Your Guide: Emergency Estate Planning Attorney Framingham MA](https://www.oconnelllawgroup.com/emergency-estate-planning-attorney-framingham-ma/) - Get clear answers from an emergency estate planning attorney Framingham MA. Learn what to do in a crisis and which documents you need to protect your family.
- [MA Health Care Proxy for a Hospitalized Family Member](https://www.oconnelllawgroup.com/healthcare-proxy-hospitalized-massachusetts/) - Get answers about healthcare proxy for hospitalized family member Massachusetts, including how to create one, who to choose, and why it matters for your family.
- [What Can an Elder Law Attorney Do for You?](https://www.oconnelllawgroup.com/what-can-an-elder-law-attorney-do-for-you/) - An elder law attorney can help you with estate planning, wills, probate, medicaid, trusts, and many much more
- [The Importance of Planning for Late in Life Decline with an Elder Law Attorney](https://www.oconnelllawgroup.com/the-importance-of-planning-for-late-in-life-decline-with-an-elder-law-attorney/) - You may be seeing signs of aging and physical or cognitive decline in your loved ones, or you may be curious about the best way to protect yourself in the event this unexpectedly happens to you. Dementia is one of the leading causes of disability for elderly people. Hiring an Elder Law Attorney to Help Getting
- [The Importance of Estate Planning in Elder Care Law](https://www.oconnelllawgroup.com/the-importance-of-estate-planning-in-elder-care-law/) - Estate planning is a cornerstone of elder care law, allowing seniors the ability to guard their assets after they pass away and ensure their wishes are carried out. It is essential for individuals to understand the importance of estate planning and the various legal instruments that make up a comprehensive estate plan. A key component
- [Power of Attorney for Hospitalized Parent in MA Explained](https://www.oconnelllawgroup.com/power-attorney-hospitalized-parent-ma/) - Get clear answers about power of attorney for hospitalized parent Massachusetts. Learn which documents you need to manage medical and financial decisions.
- [Fund Your Trust Massachusetts: A Complete Step-by-Step Guide](https://www.oconnelllawgroup.com/fund-your-trust-massachusetts/) - Schedule a consultation to learn how to fund your trust Massachusetts. Follow our step-by-step guide for retitling assets and updating beneficiaries. Get...
- [Massachusetts Probate Timeline: How Long Does Probate Take?](https://www.oconnelllawgroup.com/massachusetts-probate-timeline/) - Schedule a consultation to understand the Massachusetts probate timeline. Learn how long probate takes, key deadlines, and what can affect the process.
- [Estate Planning for Singles Massachusetts: A Guide for You](https://www.oconnelllawgroup.com/estate-planning-for-singles-massachusetts/) - Schedule a consultation. Learn how estate planning for singles Massachusetts protects your wishes, names decision-makers, and avoids intestacy complications.
- [How MassHealth Nursing Home Coverage Works in Massachusetts](https://www.oconnelllawgroup.com/how-masshealth-nursing-home-coverage-works-in-massachusetts/) - Schedule a consultation to learn how MassHealth nursing home coverage works in Massachusetts. Understand eligibility, asset limits, and what services...
- [Life Estate Massachusetts: What It Is and How It Works](https://www.oconnelllawgroup.com/life-estate-massachusetts-deed/) - Schedule a consultation to learn how a life estate Massachusetts deed works, how it affects MassHealth eligibility, and what alternatives are available.
- [MassHealth Penalty Period: How Gifts Affect Eligibility](https://www.oconnelllawgroup.com/masshealth-penalty-period-massachusetts/) - Schedule a consultation about the MassHealth penalty period in Massachusetts. Learn how gifts and transfers trigger penalties and how to plan.
- [Massachusetts Homestead Declaration: A Complete Guide](https://www.oconnelllawgroup.com/massachusetts-homestead-declaration/) - Schedule a consultation to learn how a Massachusetts homestead declaration protects home equity. Get the current $1,000,000 exemption limits and filing steps.
- [Durable Power of Attorney vs Healthcare Proxy Massachusetts](https://www.oconnelllawgroup.com/durable-power-of-attorney-vs-healthcare-proxy-massachusetts/) - Schedule a consultation. Compare the durable power of attorney vs healthcare proxy massachusetts, including when each takes effect and who to appoint.
- [Massachusetts Intestate Succession: Who Inherits?](https://www.oconnelllawgroup.com/massachusetts-intestate-succession-who-inherits-without-a-will/) - Schedule a consultation to learn who inherits under Massachusetts intestate succession laws and how a will protects your estate plan in the Commonwealth.
- [Estate Planning for Parents in Massachusetts](https://www.oconnelllawgroup.com/estate-planning-for-parents-massachusetts/) - Schedule a consultation for estate planning for parents in the Commonwealth of Massachusetts. Protect your child with a guardian, trust, and UTMA plan today.
- [MassHealth Gifting Penalties in Massachusetts: A Guide](https://www.oconnelllawgroup.com/masshealth-gifting-penalties-massachusetts/) - Schedule a consultation to learn how Massachusetts gifting strategies can limit MassHealth gifting penalties and protect your family's long-term care plan.
- [Durable Power of Attorney for Health Care: What It Covers](https://www.oconnelllawgroup.com/durable-power-of-attorney-for-health-care-massachusetts/) - Schedule a consultation to understand a durable power of attorney for health care in Massachusetts and how it differs from a healthcare proxy and a living will.
- [What Is the Difference Between a Will and a Trust in MA?](https://www.oconnelllawgroup.com/what-is-the-difference-between-a-will-and-a-trust/) - What is the difference between a will and a trust in the Commonwealth of Massachusetts? See how each handles probate, privacy, cost, and control.
- [How to Choose a Will Attorney in Massachusetts](https://www.oconnelllawgroup.com/how-to-choose-a-will-attorney-in-massachusetts/) - Learn how to choose the right will attorney in Massachusetts by checking credentials, asking the key questions, and understanding fees before hiring one.
- [What Does an Estate Attorney Do in Massachusetts?](https://www.oconnelllawgroup.com/what-does-an-estate-attorney-do-massachusetts/) - Learn what an estate attorney does in Massachusetts. Explore wills, trusts, probate, MassHealth planning, taxes, costs, and when families need legal guidance.
- [How to Create a Will in Massachusetts: A Practical Guide](https://www.oconnelllawgroup.com/how-to-create-a-will-in-massachusetts/) - Learn how to create a will in Massachusetts, including signing rules, guardians, beneficiaries, probate, and practical estate planning steps for your family.
- [Wills and Trusts in Massachusetts: A Guide](https://www.oconnelllawgroup.com/wills-and-trusts-massachusetts/) - Learn how wills and trusts work together in Massachusetts, including funding, probate, incapacity, beneficiary forms, and family decisions.
- [Memory Care Facility Cost in Massachusetts: A Planning Guide](https://www.oconnelllawgroup.com/memory-care-facility-cost-massachusetts/) - Understand memory care facility cost in Massachusetts. Compare care settings, plan payment questions, and prepare legal documents before choosing care.
- [Emergency Power of Attorney Massachusetts: A Crisis Guide](https://www.oconnelllawgroup.com/emergency-power-attorney-massachusetts/) - Get answers about emergency power of attorney Massachusetts, including how it works, who needs one, and steps to create a valid POA in a crisis.
- [Emergency Will Attorney Massachusetts: What to Know](https://www.oconnelllawgroup.com/emergency-will-attorney-massachusetts/) - Get answers about urgent estate planning from an emergency will attorney Massachusetts trusts. Learn when you need one and how to protect your loved ones.
- [Durable Power of Attorney Form in Massachusetts](https://www.oconnelllawgroup.com/durable-power-of-attorney-form-massachusetts/) - Understand a durable power of attorney form in Massachusetts, including signing rules, agent powers, Health Care Proxy limits, and common template risks.
- [Why You Need an Urgent Estate Planning Attorney Massachusetts](https://www.oconnelllawgroup.com/urgent-estate-planning-attorney-massachusetts/) - An urgent estate planning attorney Massachusetts can help you protect your family, assets, and wishes quickly during unexpected life events or emergencies.
- [Emergency Estate Planning Attorney Massachusetts: A Guide](https://www.oconnelllawgroup.com/emergency-estate-planning-attorney-massachusetts/) - Find out how an emergency estate planning attorney Massachusetts can help you protect your family with fast, effective legal solutions during a crisis.
- [Your Guide to Urgent Power of Attorney in Longmeadow MA](https://www.oconnelllawgroup.com/urgent-power-attorney-longmeadow/) - Get clear answers on urgent power of attorney Longmeadow MA. Learn when it’s needed, legal steps, and how to protect your family during a crisis.
- [Your Guide to an Emergency Estate Planning Attorney Northampton MA](https://www.oconnelllawgroup.com/emergency-estate-planning-northampton/) - Find out when to call an emergency estate planning attorney Northampton MA and what steps to take to protect your family during a crisis.
- [Emergency Incapacity Planning in Massachusetts: A Guide](https://www.oconnelllawgroup.com/emergency-incapacity-planning-massachusetts/) - Get clear, practical steps for emergency incapacity planning Massachusetts families need to protect finances, health care, and loved ones during a crisis.
- [urgent healthcare proxy attorney Massachusetts: A Guide](https://www.oconnelllawgroup.com/urgent-healthcare-proxy-attorney-massachusetts/) - Need an urgent healthcare proxy attorney Massachusetts? Learn how to protect your wishes and appoint a trusted agent before a medical crisis strikes.
- [Finding a Last Minute Estate Planning Attorney Massachusetts](https://www.oconnelllawgroup.com/last-minute-estate-planning-massachusetts/) - Need a last minute estate planning attorney Massachusetts? Get urgent help to protect your family, update documents, and ensure your wishes are honored.
- [What Is a Durable Power of Attorney in Newton, MA?](https://www.oconnelllawgroup.com/durable-power-attorney-newton-ma/) - Learn how a durable power of attorney Newton MA protects your finances and family. Find out what it covers, who to choose, and how to make it legal.
- [Emergency Healthcare Proxy Massachusetts: A 6-Step Guide](https://www.oconnelllawgroup.com/emergency-healthcare-proxy-massachusetts/) - Learn how to create an emergency healthcare proxy Massachusetts residents can rely on with this clear 6-step guide for protecting your medical wishes.
- [How to Find an Emergency Will Attorney in Newton, MA](https://www.oconnelllawgroup.com/emergency-will-attorney-newton/) - Need an emergency will attorney Newton MA? Learn how to choose the right lawyer quickly and protect your wishes with a valid emergency will.
- [How to Find an Urgent Estate Planning Attorney Newton MA](https://www.oconnelllawgroup.com/urgent-estate-planning-attorney-newton-ma/) - Need an urgent estate planning attorney Newton MA? Get clear steps to find the right lawyer fast and protect your family with a solid estate plan.
- [Guide: Emergency Incapacity Planning MetroWest Massachusetts](https://www.oconnelllawgroup.com/emergency-incapacity-planning-metrowest/) - Get practical steps for emergency incapacity planning MetroWest Massachusetts. Learn which documents you need to protect your wishes and your family.
- [Why You Need a Healthcare Proxy Lawyer in Framingham MA](https://www.oconnelllawgroup.com/healthcare-proxy-lawyer-framingham/) - A healthcare proxy lawyer Framingham MA helps you create a clear, legally sound plan so your medical wishes are honored when you can’t speak for yourself.
- [Emergency Power of Attorney Framingham MA: 5 Steps](https://www.oconnelllawgroup.com/emergency-power-attorney-framingham/) - Learn how to set up an emergency power of attorney Framingham MA in 5 clear steps to protect your finances and family during a crisis.
- [Why You Need Estate Planning Before Surgery in Northampton, MA](https://www.oconnelllawgroup.com/estate-planning-before-surgery-northampton/) - Estate planning before surgery Northampton MA ensures your wishes are honored and your loved ones are protected during your procedure and recovery.
- [Urgent Will & Trust Attorney MetroWest MA: What to Know](https://www.oconnelllawgroup.com/urgent-will-trust-attorney-metrowest/) - Need an urgent will and trust attorney MetroWest MA? Learn what to expect, how to choose the right lawyer, and why quick action protects your family.
- [Estate Planning Before Surgery Natick MA: What to Know](https://www.oconnelllawgroup.com/estate-planning-surgery-natick/) - Get practical tips on estate planning before surgery Natick MA. Learn which documents to prepare so your wishes and loved ones are protected.
- [What Does an Incapacity Planning Attorney Natick MA Do?](https://www.oconnelllawgroup.com/incapacity-planning-attorney-natick/) - An incapacity planning attorney Natick MA helps you prepare legal documents so your wishes are honored and your family can act if you become unable to decide.
- [How to Find an Emergency Estate Planning Lawyer MetroWest MA](https://www.oconnelllawgroup.com/emergency-estate-planning-lawyer-metrowest-ma/) - Need an emergency estate planning lawyer MetroWest MA? Get guidance on finding responsive legal help fast to protect your family and secure your wishes.
- [How a Healthcare Proxy Attorney in Natick, MA Can Help](https://www.oconnelllawgroup.com/healthcare-proxy-attorney-natick/) - A healthcare proxy attorney Natick MA helps you create a clear, legally sound plan for medical decisions and protects your wishes during a health crisis.
- [Your Guide to Emergency Power of Attorney in Natick, MA](https://www.oconnelllawgroup.com/emergency-power-attorney-natick/) - Get clear answers about emergency power of attorney Natick MA. Learn how to protect your wishes and choose the right agent for your peace of mind.
- [Estate Planning for a Hospitalized Parent: MA Guide](https://www.oconnelllawgroup.com/estate-planning-hospitalized-parent-ma/) - Get practical steps on estate planning for hospitalized parent Massachusetts. Learn which documents you need and how to protect your family’s wishes and assets.
- [MassHealth Caretaker Child Exception: Qualifying Rules](https://www.oconnelllawgroup.com/masshealth-caretaker-child-exception-qualifying-rules-criteria/) - Schedule a consultation to learn if the MassHealth caretaker child exception protects your home. Two-year residency and essential care rules apply.
- [Avoiding Elder Abuse and Exploitation through Legal Protections](https://www.oconnelllawgroup.com/avoiding-elder-abuse-and-exploitation-through-legal-protections/) - Elder abuse and exploitation are distressing issues that affect many seniors worldwide. As the senior demographic continues to grow, it is vital to address these concerns and protect vulnerable elderly individuals from financial and physical harm. Elder care law includes various legal protections to prevent and respond to elder abuse, and understanding these safeguards is
- [What Is The Older Americans Act?](https://www.oconnelllawgroup.com/what-is-the-older-americans-act/) - The Older Americans Act (OAA) is a federal legislation in the United States that was first enacted in 1965 and has since been reauthorized multiple times. This act addresses the needs and concerns of older adults, typically sixty and above, to promote their well-being, independence, and quality of life. Key components and objectives of the
- [Study Shows Real Costs of Long-Term Care](https://www.oconnelllawgroup.com/study-shows-real-costs-of-long-term-care/) - Year over year the cost of getting long-term care support continues to rise. Many people do not anticipate needing this form of support in their retirement or later years, and it can cause significant disruptions to their savings or income streams in place. Assisted living costs saw a 6.15% increase in just the last year.
- [Elder Law: Legal Support for Seniors ](https://www.oconnelllawgroup.com/elder-law-legal-support-for-seniors/) - As our loved ones embark on their journey through the golden years, they may encounter a range of unique legal challenges. This is where the comforting embrace of elder law comes into play – a field of expertise dedicated to attending to the specific needs of senior citizens. Elder law attorneys play an invaluable role
- [Money Management Issues Associated with Alzheimer’s](https://www.oconnelllawgroup.com/money-management-issues-associated-with-alzheimers/) - While the condition of Alzheimer’s might take a different path for each person who is diagnosed with it, as a loved one of someone who is suffering, you should be prepared to know what to expect. As a Massachusetts elder lawyer can tell you, there’s a lot to think about when a family member’s cognitive
- [Urgent Estate Planning for a Sick Parent in Massachusetts: A Guide](https://www.oconnelllawgroup.com/estate-planning-sick-parent-ma/) - Get practical steps for urgent estate planning for sick parent Massachusetts. Learn which documents you need and how to protect your family’s wishes.
- [Urgent Estate Planning Attorney Wellesley MA: What to Do](https://www.oconnelllawgroup.com/urgent-estate-planning-wellesley/) - Need an urgent estate planning attorney Wellesley MA? Learn what steps to take, what documents to prepare, and how to protect your family's future.
- [What is Elder Care Law and Is It Different From Elder Law?](https://www.oconnelllawgroup.com/what-is-elder-care-law-and-is-it-different-from-elder-law/) - As our population ages, legal issues surrounding the care and rights of older adults have become increasingly important. Two terms often encountered in this realm are "Elder Care Law" and "Elder Law." These terms are closely related and are often times used interchangeably. An Overview Elder Law primarily focuses on the legal issues that
- [Understanding Elder Law: What Does It Cover?](https://www.oconnelllawgroup.com/understanding-elder-law-what-does-it-cover/) - As our society ages, the legal needs of older individuals have gained increasing attention. Elder law constitutes a distinct legal specialty dedicated to addressing the requirements and obstacles of older individuals. It covers a wide range of issues, all aimed at safeguarding older adults' rights, well-being, and financial security. This article will explore what elder
- [The History of Elder Law in Massachusetts](https://www.oconnelllawgroup.com/the-history-of-elder-law-in-massachusetts/) - Explore the evolution of elder law in Massachusetts, addressing healthcare, financial security, estate planning, and protections for older adults' rights.
- [Supporting Alzheimer's Caregivers - A Guide to Resources in Massachusetts](https://www.oconnelllawgroup.com/supporting-alzheimers-caregivers-a-guide-to-resources-in-massachusetts/) - Learn from our Alzheimer's planning law firm about resources for caregivers of loved ones with Alzheimer's, including educational, financial, and respite.
- [Protecting Seniors Recent Financial Scams Targeting the Elderly in Massachusetts](https://www.oconnelllawgroup.com/protecting-seniors-recent-financial-scams-targeting-the-elderly-in-massachusetts/) - As technology advances and the financial landscape grows more complex, so do the tactics scammers use to target vulnerable individuals, especially the elderly. In Massachusetts, as in many other places, senior citizens have become prime targets for various financial scams. These scams can have devastating consequences, not only on the victims' finances but also on
- [Emergency Estate Planning Before Hospitalization in Massachusetts](https://www.oconnelllawgroup.com/estate-planning-before-hospitalization/) - Get practical steps for emergency estate planning before hospitalization Massachusetts. Learn which documents you need and how to protect your family’s wishes.
- [Urgent Will Attorney Natick, MA: A Step-by-Step Guide](https://www.oconnelllawgroup.com/urgent-will-attorney-natick/) - Get clear guidance from an urgent will attorney Natick MA. Learn how to protect your family and create a legally sound will quickly when time is short.
- [Protecting Seniors from Financial Exploitation: Legal Safeguards Every Family Should Consider](https://www.oconnelllawgroup.com/protecting-seniors-from-financial-exploitation-legal-safeguards-every-family-should-consider/) - Protect seniors from financial exploitation with legal safeguards like trusts, powers of attorney, and guardianship and learn warning signs of exploitation.
- [Medicaid Planning: Protecting Your Assets While Securing Long-Term Care](https://www.oconnelllawgroup.com/medicaid-planning-protecting-your-assets-while-securing-long-term-care/) - Learn how to protect your assets while still qualifying for Medicaid and about strategies for long-term care planning and why early guidance is essential.
- [How Do I Plan For A Future with Alzheimer's Disease?](https://www.oconnelllawgroup.com/how-do-i-plan-for-a-future-with-alzheimers-disease/) - Acquiring a diagnosis of Alzheimer’s disease can be overwhelming, both for the person diagnosed and their loved ones. While the journey ahead may seem uncertain, it is important to take proactive steps to ensure that your needs will be met in the future. Planning early can significantly improve your quality of life and reduce the
- [Estate Planning: What You Need to Consider](https://www.oconnelllawgroup.com/estate-planning-what-you-need-to-consider/) - There are many factors to consider when it comes to estate planning. From choosing the right Executor,which in Massachusetts is now known as a Personal Representative, to deciding the distribution of yourassets, it can be overwhelming to navigate the process. Here are some key things to keep in mind whenplanning your estate: Select the Right
- [Essential Estate Planning Before Surgery in Massachusetts](https://www.oconnelllawgroup.com/estate-planning-before-surgery-ma/) - Get practical tips on estate planning before surgery Massachusetts. Learn which documents you need to protect your wishes and support your loved ones.
- [Need an Emergency Estate Planning Attorney in Natick MA?](https://www.oconnelllawgroup.com/emergency-estate-planning-natick/) - Get urgent help from an emergency estate planning attorney Natick MA. Protect your family with fast, reliable legal support when a crisis strikes.
- [MassHealth Community Spouse Protections Guide](https://www.oconnelllawgroup.com/masshealth-community-spouse-protections/) - Schedule an elder law consultation about MassHealth community spouse protections, care needs, resources, and your spouse's financial security at home.
- [MassHealth Caregiver Child Exception in MA](https://www.oconnelllawgroup.com/masshealth-caregiver-child-exception-massachusetts/) - Learn the MassHealth caregiver child exception for Massachusetts home transfers: two-year co-residence and care level that kept the parent from needing a nursing home.
- [How Do I Protect My Home from Nursing-Home Costs in Massachusetts or Vermont?](https://www.oconnelllawgroup.com/how-do-i-protect-my-home-from-nursing-home-costs-in-massachusetts-or-vermont/) - Discover strategies to protect your home from nursing-home and Medicaid costs in Massachusetts and Vermont, including options for Hampden and Southwick residents.
- [Medicaid Planning Massachusetts: Long-Term Care Guide](https://www.oconnelllawgroup.com/medicaid-planning-massachusetts-long-term-care-guide/) - Learn how Medicaid planning in Massachusetts works, including MassHealth eligibility, the 5-year look-back, spend-down options, and asset protection.
- [Emergency Healthcare Proxy Newton MA: A Step-by-Step Guide](https://www.oconnelllawgroup.com/emergency-healthcare-proxy-newton/) - Learn how an emergency healthcare proxy Newton MA protects your wishes. Get clear steps to choose your agent and create this essential legal document.
- [Incapacity Planning Attorney Massachusetts: 4 Must-Haves](https://www.oconnelllawgroup.com/incapacity-planning-attorney-massachusetts/) - Protect your future with an incapacity planning attorney Massachusetts. Learn the 4 must-have documents every adult needs for peace of mind.
- [Estate Planning After Divorce Massachusetts Updates](https://www.oconnelllawgroup.com/estate-planning-after-divorce-massachusetts-updates/) - Schedule a consultation for estate planning after divorce Massachusetts guidance. Learn which documents to update and what MA law automatically revokes.
- [Urgent Estate Planning for Parents in MA: A Guide](https://www.oconnelllawgroup.com/urgent-estate-planning-massachusetts/) - Get practical steps for urgent estate planning for aging parents Massachusetts families trust. Learn how to protect your loved ones and avoid costly mistakes.
- [Emergency Estate Planning for Parents in MA: A Crisis Guide](https://www.oconnelllawgroup.com/emergency-estate-planning-massachusetts/) - Get practical steps for emergency estate planning for elderly parents Massachusetts. Learn how to protect your family and secure your parent’s wishes in a crisis.
- [Estate Planning Attorney Massachusetts: How to Choose](https://www.oconnelllawgroup.com/estate-planning-attorney-massachusetts-how-to-choose/) - Learn how to choose a Massachusetts estate planning attorney, what credentials matter, questions to ask, red flags, costs, and consultation tips.
- [Guardianship vs Conservatorship Massachusetts Guide](https://www.oconnelllawgroup.com/guardianship-vs-conservatorship-massachusetts-families/) - Schedule a consultation about guardianship vs conservatorship Massachusetts concerns and planning options for an aging parent with O'Connell Law.
- [Estate Planning for Aging Parents Massachusetts Guide](https://www.oconnelllawgroup.com/estate-planning-for-aging-parents-massachusetts/) - Schedule a consultation for estate planning for aging parents Massachusetts families need, from proxies and powers of attorney to trusts and care planning.
- [Elder Law Massachusetts: A Practical Guide for Massachusetts Families](https://www.oconnelllawgroup.com/elder-law-massachusetts-comprehensive-guide/) - Elder law in Massachusetts covers MassHealth planning, long-term care, guardianship, asset protection, and estate planning for seniors and families.
- [Massachusetts Estate Tax Assets Count Toward Exemption: What Counts and What Doesn't](https://www.oconnelllawgroup.com/massachusetts-estate-tax-assets-count-toward-exemption/) - Schedule a consultation. Learn which Massachusetts estate tax assets count toward exemption limits. Covers real estate, retirement, life insurance, and...
- [Choosing a Guardian Massachusetts Will: A Complete Guide for Parents](https://www.oconnelllawgroup.com/choosing-guardian-massachusetts-will/) - Schedule a consultation to learn about choosing a guardian Massachusetts will. Understand legal requirements, key factors, and how to protect your children.
- [Estate Planning for Small Business Owners Massachusetts Guide](https://www.oconnelllawgroup.com/estate-planning-small-business-owners-massachusetts/) - Schedule a consultation. Estate planning for small business owners Massachusetts can avoid probate delays and shield assets from MassHealth.
- [Massachusetts Intestacy Rules Blended Family Guide](https://www.oconnelllawgroup.com/massachusetts-intestacy-rules-blended-family-guide/) - Schedule a consultation to learn how Massachusetts intestacy rules blended family scenarios unfold under state law and why a will is essential to protect...
- [Do I Really Need a Will in Massachusetts or Vermont?](https://www.oconnelllawgroup.com/do-i-really-need-a-will-in-massachusetts-or-vermont/) - Learn why almost everyone in Massachusetts and Vermont — from Boston to Brimfield to Burlington — should have a will to protect family and assets.
- [How to Modify or Revoke a Trust in Massachusetts: A Step-by-Step Guide](https://www.oconnelllawgroup.com/modify-or-revoke-a-trust-in-massachusetts/) - Schedule a consultation to learn how to modify or revoke a trust in Massachusetts. Our attorneys explain the amendment and revocation process for revocable...
- [Prenuptial Agreement Massachusetts: What Engaged Couples Should Know](https://www.oconnelllawgroup.com/prenuptial-agreement-massachusetts-engaged-couples/) - Schedule a consultation to learn how a prenuptial agreement Massachusetts protects your assets and estate plan. Contact O'Connell Law today.
- [Massachusetts Power Of Attorney](https://www.oconnelllawgroup.com/massachusetts-power-of-attorney/) - Learn the Massachusetts power of attorney types, legal requirements, and what an agent can and cannot do. Expert estate planning guidance from O'Connell Law.
- [Power of Attorney Massachusetts: Complete Guide](https://www.oconnelllawgroup.com/power-of-attorney-massachusetts-complete-guide/) - Learn how a Massachusetts power of attorney works: which forms you need, signing requirements, agent powers, and mistakes to avoid. Schedule a consultation today.
- [How to Avoid the Massachusetts Estate Tax with Trusts](https://www.oconnelllawgroup.com/avoid-massachusetts-estate-tax-trusts/) - Schedule a consultation to avoid the Massachusetts estate tax with credit shelter trusts for couples over $2 million. Protect your family wealth today.
- [Massachusetts Trust Administration: A Step-by-Step Guide for Trustees](https://www.oconnelllawgroup.com/massachusetts-trust-administration-guide/) - Schedule a consultation with O'Connell Law to learn about Massachusetts trust administration. This step-by-step guide covers trustee duties, tax...
- [Understanding Rogers Guardianship in Massachusetts: When and Why It's Needed](https://www.oconnelllawgroup.com/rogers-guardianship-in-massachusetts/) - Schedule a consultation with O'Connell Law today. Learn how a Rogers Guardianship in Massachusetts works and when it is needed.
- [Estate Planning for New Parents Massachusetts: Protecting Your Growing Family](https://www.oconnelllawgroup.com/estate-planning-for-new-parents-massachusetts/) - Schedule a consultation with O'Connell Law to start estate planning for new parents massachusetts. Protect your young children and name guardians.
- [VA Aid and Attendance Benefits: Elder Law Planning for Massachusetts Veterans](https://www.oconnelllawgroup.com/va-aid-and-attendance-benefits-massachusetts-planning/) - Schedule a consultation with O'Connell Law today to learn how VA Aid and Attendance benefits coordinate with MassHealth planning for Massachusetts veterans.
- [Alzheimer's and Dementia Planning Massachusetts: Legal Steps for Families](https://www.oconnelllawgroup.com/alzheimers-dementia-planning-massachusetts-legal-steps/) - Schedule a consultation for Alzheimer's and dementia planning Massachusetts. Learn what legal documents families need to protect assets and plan for care.
- [When Does My Loved One with Dementia Need Memory Care?](https://www.oconnelllawgroup.com/when-does-my-loved-one-with-dementia-need-memory-care/) - When most family members are diagnosed with dementia, the symptoms are mild to moderate. Spouses, children, grandchildren, and other family might step in to help support the overall safety and health of the loved one at that point. But there might also come a time when the dementia diagnosis is so serious that it requires
- [Did You Know Medicare Doesn't Cover Most Long Term Care?](https://www.oconnelllawgroup.com/did-you-know-medicare-doesnt-cover-most-long-term-care/) - What happens if you or a loved one need to stay in a Massachusetts nursing home? Do you have a plan? If you are planning ahead for the future of your older years and are assuming that Medicare might pick up the tab, if and when you need a nursing home, that's not always the
- [Do We Need a HIPAA Authorization Form as Part of Our Estate Plan?](https://www.oconnelllawgroup.com/do-we-need-a-hipaa-authorization-form-as-part-of-our-estate-plan/) - Did you know that without some advance planning, you might not be able to receive information about a loved one’s medical care and status if they’re unable to speak for themselves? While no family wants to wind up in this situation, it can happen easily if your loved one is unconscious, enters a coma, or
- [Why Is A HIPAA Release Crucial for Young Adults?](https://www.oconnelllawgroup.com/why-is-a-hipaa-release-crucial-for-young-adults/) - As young adults pass into independence and adulthood, they often encounter various responsibilities and decisions that their parents or guardians previously handled. One critical aspect of adulthood is managing personal health and medical information. In Massachusetts and across the United States, the Health Insurance Portability and Accountability Act (HIPAA) regulates the privacy and security of
- [Filial Responsibility Laws in Massachusetts: What Adult Children Need to Know](https://www.oconnelllawgroup.com/filial-responsibility-what-your-need-to-know/) - Learn how Massachusetts filial responsibility laws may affect adult children and how elder law planning can reduce care-cost risk.
- [Filial Responsibility Laws: Can Adult Children Be Financially Responsible?](https://www.oconnelllawgroup.com/filial-responsibility-laws-can-adult-children-be-financially-responsible/) - Learn what filial responsibility law is, what it means to adult children related to their parents, and what factors may put you at risk related to your parents
- [Do You Know Your Odds of Developing a Disability?](https://www.oconnelllawgroup.com/do-you-know-your-odds-of-developing-a-disability/) - Plenty of people with disabilities across the United States live meaningful and productive lives, but what catches plenty of others by surprise are the opportunities and challenges presented by the sudden development of a disability. An expected illness or injury can have catastrophic consequences for someone who is not prepared for a disability. One study
- [Integrating Veterans Benefits into Estate Planning in Massachusetts](https://www.oconnelllawgroup.com/massachusetts-veterans-estate-planning/) - For veterans in Massachusetts, estate planning takes on an additional layer of complexity as they not only prepare for the distribution of their assets but also leverage the unique benefits provided to them by federal and state programs. Veterans benefits, such as disability compensation, healthcare, educational assistance, and housing benefits, can play a significant role
- [Study Shows That Younger People Who Have Had COVID-19 Are More Likely To Create An Estate Plan](https://www.oconnelllawgroup.com/study-shows-that-younger-people-who-have-had-covid-19-are-more-likely-to-create-an-estate-plan/) - The pandemic has radically altered perceptions on a variety of different issues and estate planning comes in at the top of that list. Young Adults Are Seeing how Estate Planning Works Those people who have had a serious case of COVID-19 are 66% more likely to have already created a will than those who did
- [Navigating the Latest Updates to Massachusetts Medicare](https://www.oconnelllawgroup.com/navigating-the-latest-updates-to-massachusetts-medicare/) - Massachusetts has witnessed notable updates to its Medicare program, aimed at enhancing healthcare accessibility and improving the overall well-being of its residents. These changes reflect a commitment to adapt to evolving healthcare needs and ensure that Medicarebeneficiaries receive the best care possible. Expanded Telehealth Services: One of the significant updates to Massachusetts Medicare involves the
- [What to Know About Vascular Dementia in a Loved One](https://www.oconnelllawgroup.com/what-to-know-about-vascular-dementia-in-a-loved-one/) - Vascular dementia symptoms are most easy to identify when they occur immediately following a stroke. When someone's cognitive decline is severe enough that it could impair them from understanding the impacts of their decisions, they may no longer be able to sign important legal documents, such as a power of attorney. What is Vascular Dementia?
- [Navigating Cash-Poor Estates in Massachusetts- Options When Recipients Are Reluctant to Sell Assets](https://www.oconnelllawgroup.com/navigating-cash-poor-estates-in-massachusetts-options-when-recipients-are-reluctant-to-sell-assets/) - Learn about the challenges of managing an estate that doesn't have a lot of liquid assets like cash to cover debts and expenses and how this can be rectifi
- [Why Is a Residuary Clause So Important?](https://www.oconnelllawgroup.com/why-is-a-residuary-clause-so-important/) - In crafting your will, you probably sat down to make a comprehensive list of all of your assets and liabilities. This is so that you can create a specific bequest to your loved ones so that they receive the items you promised to them or that you intend for them to have. But a common
- [What Happens If Your Beneficiary Passes Away First on A Payable on Death Bank Account?](https://www.oconnelllawgroup.com/what-happens-if-your-beneficiary-passes-away-first-on-a-payable-on-death-bank-account/) - A payable on death bank account is a simple planning instrument that allows you to designate someone to receive the assets inside your account very quickly. If you named more than one payee on your payable on death bank account, this makes it easy for the second person to receive those funds if the original
- [Massachusetts Governor Temporarily Allows Remote Notarization](https://www.oconnelllawgroup.com/massachusetts-governor-temporarily-allows-remote-notarization/) - Remote notarization of estate planning documents has been a hot topic of conversation all over the United States, but important news has come out for Massachusetts residents. Massachusetts Governor Charlie Baker recently signed a temporary law effective immediately that suspends the previous requirements stating that witnesses and notary publics be present in the same room
- [Guest Blogger- Joan Roover, MSW, founder of A Thoughtful Move, Inc.](https://www.oconnelllawgroup.com/guest-blogger-joan-roover-msw-founder-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
- [New HSA Rules and Opportunities in 2026](https://www.oconnelllawgroup.com/new-hsa-rules-and-opportunities-in-2026/) - Learn how Health Savings Accounts (HSAs) can stretch your healthcare dollars with triple tax benefits. Discover what’s new for HSAs in 2026 under OBBBA, including direct primary care, telehealth, marketplace plans, and Medicare considerations.
- [How an Elder Law Attorney Can Help You Navigate Home Health Care](https://www.oconnelllawgroup.com/how-an-elder-law-attorney-can-help-you-navigate-home-health-care/) - Home health care is a significant issue now and is expected to be well into the future. Every day, 10,000 Americans turn age 65 and the pace for health care related jobs is growing at a significant rate, expected to increase by up to 18% through 2026. Understanding the labyrinth of health care options and
- [VA Extends Veterans Benefits to Gay Couples](https://www.oconnelllawgroup.com/va-extends-veterans-benefits-to-gay-couples/) - Change is fast. Just last month, we told you about the U.S. Senate’s refusal to extend veterans benefits to gay couples, a hot-button point of contention for many years. Of course, that was before the U.S. Supreme Court’s landmark decision in Obergefell v. Hodges, which legalized gay marriage nationwide. View image | gettyimages.com At the
- [Understanding the Value and Challenges of Family Limited Partnerships](https://www.oconnelllawgroup.com/understanding-the-value-and-challenges-of-family-limited-partnerships/) - There are many different estate planning strategies and options available to you, and one of the chief concerns for many people working with lawyers now is the ability to transfer generational wealth. In Massachusetts, you should always discuss creating a family limited partnership directly with an estate planning lawyer. What is a Family Limited Partnership?
- [Does Anyone Have Personal Liability for Debts in an Estate?](https://www.oconnelllawgroup.com/does-anyone-have-personal-liability-for-debts-in-an-estate/) - When a loved one passes away it can generate a lot of financial confusion. This is especially true as different credit card companies, medical billing agencies, and other creditors need to be notified about the deceased's passing. In these circumstances it can raise difficult questions around whether or not anyone else is responsible for the
- [What You Should Know About Charitable Trusts](https://www.oconnelllawgroup.com/know-charitable-trusts/) - If you are intending to leave assets behind to a charity, you should consider working directly with an experienced estate planning attorney to help make sure your gifting is done in the way you want. For example, charitable contributions to a trust allow you to pass on assets to a charity but also have significant
- [Which Assets Are Not Subject to Intestate Succession?](https://www.oconnelllawgroup.com/which-assets-are-not-subject-to-intestate-succession/) - Some assets do not pass through a will. This is because every state has intestate succession laws which allow property to be passed on to surviving family members in priority order even when no will exists. Typically only blood relatives and spouses are eligible to inherit under intestate succession laws. This means that charities, friends
- [Which Assets Are Not Subject to Intestate Succession?](https://www.oconnelllawgroup.com/which-assets-are-not-subject-to-intestate-succession-2/) - Some assets do not pass through a will. This is because every state has intestate succession laws which allow property to be passed on to surviving family members in priority order even when no will exists. Typically only blood relatives and spouses are eligible to inherit under intestate succession laws. This means that charities, friends
- [What Happens If You Die Without a Will in Massachusetts?](https://www.oconnelllawgroup.com/what-happens-if-you-die-without-a-will-in-massachusetts-guide/) - Learn what happens if you die without a will in Massachusetts, including probate, inheritance, guardianship, and how a clear plan can protect your family.
- [Massachusetts Intestacy Laws: What Happens Without a Will](https://www.oconnelllawgroup.com/massachusetts-intestacy-laws-guide/) - Schedule a consultation to understand Massachusetts intestacy laws. Learn who inherits, the probate process, and how a will plan protects your family.
- [Planning for Your Digital Legacy](https://www.oconnelllawgroup.com/planning-for-your-digital-legacy/) - An estate plan often focuses on tangible property such as jewelry, artwork, money, and vehicles. However, in this age of technology, it is important to remember to include your digital assets. Digital assets consist of everything we own online. Because we spend more time on computers and smartphones than we ever did before, you may
- [How Cryptocurrency and NFTs Fit into Your Estate Plan](https://www.oconnelllawgroup.com/how-cryptocurrency-and-nfts-fit-into-your-estate-plan/) - Five years ago, cryptocurrency was probably not on your radar. Today, it may be an important investment in your portfolio. You could even own some nonfungible tokens (NFTs), which are powered by the same blockchain-based technology. Despite the dizzying fluctuations in the value of these assets, you should ensure that they are included in your
- [What Happens to Your Cryptocurrency When You Die in Massachusetts](https://www.oconnelllawgroup.com/cryptocurrency-in-your-estate-plan/) - Cryptocurrency, a relatively new asset class, has raised unique estate planning questions, particularly regarding what happens to it after death. In Massachusetts, like in most other states, the distribution of cryptocurrency upon death is governed by traditional estate laws, but cryptocurrency's decentralized and private nature presents additional complexities. Without proper planning, your digital assets could
- [What Is the Role of a Trustor?](https://www.oconnelllawgroup.com/what-is-the-role-of-a-trustor/) - The creation of a trust can help you provide further privacy to your estate planning strategy and give you more flexibility and control. These can help your family also avoid the probate process which can be lengthy and confusing. There are many different terms that come up in the process of creating a trust and
- [Guide To Setting Up a Trust in Massachusetts](https://www.oconnelllawgroup.com/guide-to-setting-up-a-trust-in-massachusetts/) - Setting up a trust in Massachusetts can be an essential component of your estate planning strategy. Trusts offer flexibility, control, and protection for your assets, assuring that your wishes are carried out and your loved ones are cared for after your passing. In this post, we'll explore the essential steps and considerations for establishing a
- [What is Testacy in Massachusetts?](https://www.oconnelllawgroup.com/what-is-testacy-in-massachusetts/) - Source: https://www.mass.gov/files/documents/2016/08/vb/mupc-procedural-guide.pdf After a loved one has passed away, you might have an important role to play if you have been appointed as a trustee or representative in the estate administration process. Many people appointed into such a role will retain an experienced probate lawyer to help them with the requirements of estate administration and
- [What Is The Difference Between Dying Intestate vs. Testate in Massachusetts?](https://www.oconnelllawgroup.com/what-is-the-difference-between-dying-intestate-vs-testate-in-massachusetts/) - Planning for the inevitable is a crucial aspect of life, and estate planning plays a pivotal role in ensuring your assets are distributed per your wishes after your passing. In Massachusetts, as in many other states, individuals have two primary options for managing their estate: dying intestate (without a will) or testate (with a will).
- [Concerned About Passing Down a Substantial IRA? Here's a Tip to Use Trusts](https://www.oconnelllawgroup.com/concerned-about-passing-down-a-substantial-ira-heres-a-tip-to-use-trusts/) - Charitable remainder trusts might give you more options to pass down a big IRA and enable you to exert more control over how those heirs inherit these assets. The stretch IRA is now gone but saving in a tax deferred employer sponsored retirement plan has always been an easy way to save for retirement while
- [Three Steps to Review Your IRA Plan Post SECURE ACT](https://www.oconnelllawgroup.com/three-steps-to-review-your-ira-plan-post-secure-act/) - What worked in the past as a benefit of passing down an IRA might no longer apply, but if it’s been some time since you thought about your IRA gifting strategy, now is a good time to revisit. Non-spouse Beneficiaries The SECURE Act has caused problems for many clients with estate plans who have individual
- [How Does the Medicaid Look-Back Period Work in Massachusetts and Vermont?](https://www.oconnelllawgroup.com/how-does-the-medicaid-look-back-period-work-in-massachusetts-and-vermont/) - Confused about the Medicaid look-back period in MA or VT? Learn how Medicaid look-back works, common mistakes to avoid, and why early planning matters.
- [Massachusetts Medicaid Look-Back Period Guide](https://www.oconnelllawgroup.com/massachusetts-medicaid-look-back-period/) - Schedule an appointment to review the Massachusetts Medicaid look-back period. Asset transfers, timing, and long-term care planning.
- [How Does a Supplemental Needs Trust Work?](https://www.oconnelllawgroup.com/how-does-a-supplemental-needs-trust-work/) - Do you have a loved one who relies on public assistance to help cover their bills? If so, you must be careful about how you plan for them in your estate documents. Someone who receives public benefits is likely entirely or mostly reliant on these benefits to cover their major expenses. It can be very
- [Special Needs Trust vs. Supplemental Needs Trust.  What's the Difference? ](https://www.oconnelllawgroup.com/special-needs-trust-vs-supplemental-needs-trust-whats-the-difference/) - Compare special needs trusts vs. supplemental needs trusts. Learn the terminology, how trusts protect benefits and when Massachusetts families may use one.
- [Why Are Revocable Trusts Some of The Most Flexible Tools in Estate Planning?](https://www.oconnelllawgroup.com/why-are-revocable-trusts-some-of-the-most-flexible-tools-in-estate-planning/) - There are many different items and strategies you might use inside your financial planning tool kit. Far too many people brush off using revocable trusts because of the perception that trusts are only for the rich and famous. Since so many people do not have a taxable estate under the new federal estate tax exemptions,
- [Is Your House Protected from a MassHealth Lien or Estate Recovery?](https://www.oconnelllawgroup.com/is-your-house-protected-from-a-masshealth-lien-or-estate-recovery/) - Proper estate planning can help you accomplish multiple different goals within your estate and elder law plan but only when you are clear about what this looks like and have a comprehensive plan crafted by a knowledgeable Massachusetts estate planning lawyer. Being under the impression that just because your house is in a trust it
- [Timing Matters: The Best Age to Start Estate Planning in Massachusetts](https://www.oconnelllawgroup.com/timing-matters-the-best-age-to-start-estate-planning-in-massachusetts/) - Estate planning is a crucial financial and legal process that provides peace of mind, ensures the orderly distribution of assets, and minimizes potential complications for heirs. However, many people in Massachusetts often wonder when the ideal time is to embark on estate planning. This article will discuss the best age to start estate planning in
- [Timing Matters: The Best Age to Start Estate Planning in Massachusetts](https://www.oconnelllawgroup.com/timing-matters-the-best-age-to-start-estate-planning-in-massachusetts-2/) - Estate planning is a crucial financial and legal process that provides peace of mind, ensures the orderly distribution of assets, and minimizes potential complications for heirs. However, many people in Massachusetts often wonder when the ideal time is to embark on estate planning. This article will discuss the best age to start estate planning in
- [What Are the Most Important Planning Steps For Someone With Alzheimer's To Take?](https://www.oconnelllawgroup.com/what-are-the-most-important-planning-steps-for-someone-with-alzheimers-to-take/) - Legally there are many important issues to be considered when a loved one develops Alzheimer's. If proper estate and long-term care planning have not already been completed, these should come to the top of the priority list. It is very normal for family members to feel overwhelmed by all of the aspects of legal planning,
- [Selecting A Nursing Home for Someone With Alzheimer's? Here's What You Need To Know About Falls And Other Injuries](https://www.oconnelllawgroup.com/selecting-a-nursing-home-for-someone-with-alzheimers-heres-what-you-need-to-know-about-falls-and-other-injuries/) - As part of their estate plan, or as part of crisis planning for Medicaid, you may be working with an experienced estate planning attorney to help provide someone in your family with a transition into a nursing home. Choosing a nursing home is a very emotional process, especially if the person being placed in the
- [Massachusetts Estate Tax 2026: Exemption, Rates and Planning Strategies](https://www.oconnelllawgroup.com/massachusetts-estate-tax-2026-guide/) - Schedule a consultation to understand the Massachusetts estate tax 2026. Learn about the $2M exemption, graduated rates, filing requirements, and planning...
- [Healthcare Proxy vs. Power of Attorney in MA](https://www.oconnelllawgroup.com/healthcare-proxy-vs-power-of-attorney-massachusetts/) - Compare a healthcare proxy and power of attorney in Massachusetts, what each controls, and why both matter for incapacity planning.
- [Business Succession Planning Massachusetts Guide](https://www.oconnelllawgroup.com/business-succession-planning-massachusetts/) - Schedule a free consultation about business succession planning Massachusetts owners can coordinate with their estate plans and trusted advisers.
- [Vacation Home Estate Planning Massachusetts Guide](https://www.oconnelllawgroup.com/vacation-home-estate-planning-massachusetts/) - Schedule a free consultation about vacation home estate planning Massachusetts and create a thoughtful plan for your family's cherished property.
- [Massachusetts Inheritance Tax: A Guide for Heirs](https://www.oconnelllawgroup.com/massachusetts-inheritance-tax-guide/) - Schedule a free consultation about Massachusetts inheritance tax, state estate tax, filing deadlines, and planning options for your family.
- [Estate Planning for Snowbirds Massachusetts: A Complete Guide](https://www.oconnelllawgroup.com/estate-planning-for-snowbirds-massachusetts/) - Schedule a consultation today. Get estate planning for snowbirds Massachusetts to protect your out-of-state property from ancillary probate and double taxation.
- [Jointly Owned Property After Death Massachusetts: A Guide for Owners](https://www.oconnelllawgroup.com/jointly-owned-property-after-death-massachusetts/) - Schedule a consultation. Learn how jointly owned property after death Massachusetts outcomes depend on your deed ownership type and why a plan review...
- [Life Insurance Estate Planning Massachusetts: A Complete Guide](https://www.oconnelllawgroup.com/life-insurance-estate-planning-massachusetts-guide/) - Schedule a consultation for life insurance estate planning Massachusetts guidance that protects your heirs from taxes and probate. Get help today.
- [Living Trust Massachusetts: Benefits, Costs, and Requirements](https://www.oconnelllawgroup.com/living-trust-massachusetts-benefits-costs-requirements/) - Schedule a free consultation today to learn about living trust options in Massachusetts. Compare costs, benefits, and legal requirements for estate... Learn...
- [MassHealth Estate Recovery Massachusetts: Can the State Recover From Your Estate?](https://www.oconnelllawgroup.com/masshealth-estate-recovery-massachusetts/) - Schedule a consultation to learn how MassHealth estate recovery rules affect your assets in Massachusetts. Discover exempt assets and planning strategies.
- [Trust for Beneficiary With Addiction Massachusetts: A Guide](https://www.oconnelllawgroup.com/trust-for-beneficiary-with-addiction-massachusetts/) - Schedule a consultation to learn how a trust for beneficiary with addiction Massachusetts can protect family assets while supporting your loved one in recovery.
- [Massachusetts Medicaid Estate Recovery: What Families Need to Know](https://www.oconnelllawgroup.com/massachusetts-medicaid-estate-recovery-family-guide/) - Schedule a consultation to learn about Massachusetts Medicaid estate recovery rules and how to protect your family home and savings from state claims.
- [Probate Lawyer Massachusetts: When You Need One and How to Choose](https://www.oconnelllawgroup.com/probate-lawyer-massachusetts/) - Schedule a consultation with a probate lawyer Massachusetts. Learn when you need one, how they help, and what to look for when choosing legal guidance for...
- [Digital Estate Planning Massachusetts: Secure Your Digital Legacy](https://www.oconnelllawgroup.com/digital-estate-planning-massachusetts-guide/) - Schedule a consultation for digital estate planning Massachusetts. Protect online accounts, name a digital executor, and secure your legacy with O'Connell Law.
- [What Must Be Done to Start Massachusetts Probate?](https://www.oconnelllawgroup.com/what-must-be-done-to-start-massachusetts-probate/) - If you have been named as a personal representative in another person’s will, you need to understand the overall process of Massachusetts probate. There are many different important steps that need to be taken as soon as possible after the deceased passes away. The first thing to note is that probate must occur in the
- [How Do I Fufill My Duties As A Personal Representative in Massachusetts?](https://www.oconnelllawgroup.com/how-do-i-fufill-my-duties-as-a-personal-representative-in-massachusetts/) - Being named the personal representative (also called an executor) of an estate in Massachusetts is both an honor and a responsibility. It means someone has entrusted you with the important task of managing their affairs after they pass away. While it can be daunting, understanding your duties and responsibilities as a personal representative can help
- [What Are the Responsibilities of a Personal Representative?](https://www.oconnelllawgroup.com/responsibilities-personal-representative/) - Naming a personal representative is something that all individuals should consider, despite the fact that no two estate plans are exactly the same. Every individual’s estate has its own set of circumstances and facts. The assets within each estate will be different as well as the individuals who may ultimately receive those assets. There are
- [The Pros and Cons of Durable Powers of Attorney in Massachusetts](https://www.oconnelllawgroup.com/the-pros-and-cons-of-durable-powers-of-attorney-in-massachusetts/) - Explore pros and cons of Durable Powers of Attorney in Massachusetts. Learn about their benefits for managing affairs during incapacity and potential drawbacks
- [What Are The Legal Consequences to Disobeying A Healthcare Proxy?](https://www.oconnelllawgroup.com/what-are-the-legal-consequences-to-disobeying-a-healthcare-proxy/) - Disobeying a healthcare proxy in Massachusetts can lead to lawsuits, court removal, and criminal charges. Learn what the law requires.
- [Elements That Every Young Adult Needs In Their Estate Plan](https://www.oconnelllawgroup.com/elements-that-every-young-adult-needs-in-their-estate-plan/) - June 7, 2022 | | Estate Planning Estate planning is a vital process that every individual should undergo, regardless of their age or financial status. It’s a common misconception among young adults that they don’t need to worry about estate planning until they’re older or have acquired substantial assets. However, the truth is that everyone
- [Estate Planning for Unmarried Couples Massachusetts](https://www.oconnelllawgroup.com/estate-planning-for-unmarried-couples-massachusetts/) - Schedule a free consultation for estate planning for unmarried couples Massachusetts and create a coordinated plan to protect your partner.
- [Estate Planning After Divorce Massachusetts Checklist](https://www.oconnelllawgroup.com/estate-planning-after-divorce-massachusetts/) - Schedule a consultation about estate planning after divorce Massachusetts residents can use to update documents, beneficiaries, and decision-makers.
- [Guide to successor trustee duties Massachusetts](https://www.oconnelllawgroup.com/successor-trustee-duties-massachusetts/) - Schedule a free consultation about successor trustee duties Massachusetts and learn the practical steps to protect assets, records, and beneficiaries.
- [What Is A Life Estate And How Will It Affect My Inheritance In Massachusetts?](https://www.oconnelllawgroup.com/what-is-a-life-estate-and-how-will-it-affect-my-inheritance-in-massachusetts/) - What is a life estate in Massachusetts? Learn how a life estate deed works, who owns the property, and how it may affect inheritance and long-term planning.
- [Are Wills Public Record in Massachusetts?](https://www.oconnelllawgroup.com/are-wills-public-record-in-massachusetts/) - Are wills public record in Massachusetts? Learn when a will becomes public, where probate records are kept, and how to find or request a copy of a will.
- [Irrevocable Medicaid Asset Protection Trust Massachusetts](https://www.oconnelllawgroup.com/irrevocable-medicaid-asset-protection-trust-massachusetts/) - Schedule guidance on an irrevocable Medicaid asset protection trust Massachusetts families may consider for MassHealth timing, benefits, and tradeoffs.
- [Durable Power of Attorney Massachusetts: Key Powers](https://www.oconnelllawgroup.com/durable-power-of-attorney-massachusetts-key-powers/) - Schedule a review of your durable power of attorney Massachusetts plan and the financial powers, agent safeguards, and incapacity steps it should cover.
- [Estate Planning for Blended Families Massachusetts](https://www.oconnelllawgroup.com/estate-planning-for-blended-families-massachusetts/) - Schedule estate planning for blended families Massachusetts families can use to protect a spouse, children, stepchildren, and inheritance plans.
- [Estate Planning Checklist for New Parents in MA](https://www.oconnelllawgroup.com/estate-planning-checklist-new-parents-massachusetts/) - New parents in Massachusetts can use this estate planning checklist to name guardians, protect children, and coordinate key documents.
- [Special Needs Trust Massachusetts: Family Guide](https://www.oconnelllawgroup.com/special-needs-trust-massachusetts-family-guide/) - Learn how Massachusetts special needs trusts can protect benefits, family support, and long-term care planning for a loved one.
- [When Will Medicaid in Massachusetts Pay for My Stay In A Nursing Home?](https://www.oconnelllawgroup.com/when-will-medicaid-in-massachusetts-pay-for-my-stay-in-a-nursing-home/) - Most people don’t expect to end up in a nursing home for care, and this can cause confusion when trying to get payment set up for a loved one. Medicaid in Massachusetts is a possibility for your payment, but you must know how the application process works. MassHealth as a Payment Source for Nursing Home
- [The Difference Between Pre-Planning and Crisis Planning for Medicaid](https://www.oconnelllawgroup.com/the-difference-between-pre-planning-and-crisis-planning-for-medicaid/) - Without outside support, it would be difficult or impossible for most people to afford paying for a nursing home out of pocket. Some people mistakenly think Medicare will pick up the bill and others are hoping that Medicaid benefits will kick in quickly. The truth is that you have options to plan well in advance
- [Medicare, MassHealth, And Planning For Long-Term Care](https://www.oconnelllawgroup.com/medicare-masshealth-and-planning-for-long-term-care/) - Many people are confused about the difference between Medicare and MassHealth as it pertains to the challenge of paying for expensive long-term care. This is not surprising. The two programs sound similar and both provide for medical care. Let's start with a brief definition of each program. Medicare is an entitlement program. Everyone who reaches
- [Why You Need a Trust Administration Attorney in MA](https://www.oconnelllawgroup.com/trust-administration-attorney-ma/) - A trust administration attorney MA helps you manage legal duties, avoid costly mistakes, and protect yourself as a trustee during a difficult time.
- [What to Look for in Estate Planning Attorney Reviews MA](https://www.oconnelllawgroup.com/estate-planning-attorney-reviews-ma/) - Find out how to read estate planning attorney reviews MA and choose the right lawyer for your family’s needs. Get tips for spotting trustworthy feedback.
- [Revocable vs. Irrevocable Trusts in MA](https://www.oconnelllawgroup.com/revocable-vs-irrevocable-trust-massachusetts/) - Compare revocable and irrevocable trusts in Massachusetts, including probate, control, asset protection, taxes, and long-term care planning.
- [Your Estate Planning Attorney Consultation Near Me](https://www.oconnelllawgroup.com/estate-planning-attorney-consultation/) - Get answers to your questions with an estate planning attorney consultation near me. Learn what to expect, what to bring, and how to find the right fit.
- [Happy New Year and a Gentle Reminder for a Fresh Start!](https://www.oconnelllawgroup.com/new-year-estate-plan-reminder/) - Happy New Year! I hope this message finds you in great spirits and good health. As we step into another year, it's a time for fresh beginnings and setting new goals. Speaking of New Year's resolutions, while many of us focus on health, career, or personal development goals, I wanted to gently remind you of
- [The Importance of Estate Planning for Young Adults in Massachusetts](https://www.oconnelllawgroup.com/importance-of-estate-planning-for-young-adults-in-massachusetts/) - Estate planning, often associated with older adults or the wealthy, is crucial for everyone, including young adults in Massachusetts. It's a common misconception that estate planning is only for those with significant assets or families. However, life is unpredictable, and having an estate plan is a wise decision for young adults for several reasons. Health
- [Selecting the Right Helpers for Your Estate Plan in Massachusetts A Guide](https://www.oconnelllawgroup.com/selecting-the-right-helpers-for-your-estate-plan-in-massachusetts/) - When making an estate plan, one of the most critical decisions is choosing who will carry out your wishes after your passing or act on your behalf if you become incapacitated. This decision demands careful consideration and understanding of the legal landscape in Massachusetts, which we at O'Connell Law have. Today, we'll delve into the
- [Unlocking Stability The Benefits of Placing Your Home in a Trust in Massachusetts](https://www.oconnelllawgroup.com/benefits-of-placing-your-home-in-a-trust-in-massachusetts/) - For Massachusetts homeowners, the decision to place their residence in a trust can offer a range of advantages that extend beyond the typical realm of estate planning. A revocable living trust, in particular, provides a versatile and powerful tool for securing the future of your home and simplifying the complexities of property management. Here are
- [What Information Do I Need to Create a Living Trust?](https://www.oconnelllawgroup.com/what-information-do-i-need-to-create-a-living-trust/) - A living trust, also known as a revocable living trust, is an entity that is created to manage ownership of your assets. The person who creates this trust initially is known as the grantor and in many cases, will also serve as the trustee or the person who manages the assets inside the trust itself.
- [The Importance of Including Final Disposition Instructions in Your Estate Plan](https://www.oconnelllawgroup.com/the-importance-of-including-final-disposition-instructions-in-your-estate-plan-2/) - Including final disposition instructions in your estate plan ensures your wishes are respected, avoids family conflicts, and prevents state control if you have no heirs.
- [A 7-Step Guide to the Trust Administration Process in MA](https://www.oconnelllawgroup.com/trust-administration-process-massachusetts/) - Get a clear, step-by-step overview of the trust administration process Massachusetts families follow to manage and distribute assets after a loved one passes.
- [What Is the Cost of Setting Up an Estate Plan in Massachusetts or Vermont?](https://www.oconnelllawgroup.com/what-is-the-cost-of-setting-up-an-estate-plan-in-massachusetts-or-vermont/) - Estate plan costs in Massachusetts range from $1,000–$9,500 depending on your needs. See what a will vs. trust plan costs — free consultation.
- [Do I Have A Legal Responsibility To My Parents In Massachusetts?](https://www.oconnelllawgroup.com/do-i-have-a-legal-responsibility-to-my-parents-in-massachusetts/) - Massachusetts filial responsibility laws may require adult children to support aging parents. Learn when the law applies and how to plan ahead.
- [How Much Does a Trust Cost in Massachusetts or Vermont?](https://www.oconnelllawgroup.com/how-much-does-a-trust-cost-in-massachusetts-or-vermont/) - How much does a trust cost in Massachusetts? Typical trust plans range from $5,500–$9,500. Get a free quote from O'Connell Law.
- [Do I Need an Executor Attorney in Massachusetts?](https://www.oconnelllawgroup.com/executor-attorney-massachusetts/) - Wondering if you need an executor attorney Massachusetts? Learn when legal help is essential for probate, estate administration, and protecting your interests.
- [MassHealth 5-Year Lookback in Massachusetts](https://www.oconnelllawgroup.com/masshealth-5-year-lookback-massachusetts/) - Learn how the MassHealth 5-year lookback works, common transfer mistakes, and when Massachusetts families should seek elder law guidance.
- [What to Know about Gifting Powers with Powers of Attorney](https://www.oconnelllawgroup.com/what-to-know-about-gifting-powers-with-powers-of-attorney/) - Gifting powers are one of the most consequential provisions in any Massachusetts power of attorney — understanding them before you sign is critical. Why Grant Gift Making Powers? There are a few different reasons why you might work with your estate planning attorney to allow your agent to have gift making powers. For example, perhaps you
- [What Happens to Your Children If You Die Without Naming a Guardian in Massachusetts](https://www.oconnelllawgroup.com/what-happens-to-your-children-if-you-die-without-naming-a-guardian-in-massachusetts/) - Learn From Our Estate Planning Law Firm All The Reasons Why It's Important To Name A Guardian For Your Minor Children.
- [What If There is No One I Trust With A Health Care Proxy?](https://www.oconnelllawgroup.com/what-if-there-is-no-one-i-trust-with-a-health-care-proxy/) - When it comes to healthcare decision-making, having a trusted healthcare proxy can provide peace of mind. A healthcare proxy, also known as a medical power of attorney, is a trusted individual designated to make medical decisions on your behalf if you become incapacitated. However, there may be situations where you don't have a close friend
- [How Do I Get An Elderly Relative Declared Mentally Incompetent?](https://www.oconnelllawgroup.com/how-do-i-get-an-elderly-relative-declared-mentally-incompetent/) - In Massachusetts, declaring an elderly relative mentally incompetent involves a legal process designed to protect their rights while ensuring their safety and well-being. Because this process involves the courts and can have lasting consequences, it's important to work with a qualified Massachusetts elder law attorney from the start. Here are the steps to follow: Assessment by a
- [Can Wills Be Contested in Massachusetts?](https://www.oconnelllawgroup.com/can-wills-be-contested-in-massachusetts/) - In Massachusetts, the legal process surrounding wills and estates is carefully regulated to ensure the deceased's wishes are honored. However, there are situations where the validity of a will may be challenged. Understanding the reasons for contesting a will and the legal process involved can be crucial for those involved in estate matters. Grounds for
- [What Is a Living Trust? Massachusetts Guide](https://www.oconnelllawgroup.com/what-is-a-living-trust-massachusetts-guide/) - Learn what a living trust is, how it works in Massachusetts, what it costs, and when it may be better than a will.
- [Why Would A College Student Need An Estate Plan?](https://www.oconnelllawgroup.com/why-would-a-college-student-need-an-estate-plan/) - As college marks a significant step into adulthood, many students overlook an essential aspect of preparedness: estate planning. While typically associated with older adults, creating a basic estate plan can be crucial in protecting oneself and loved ones. Here's why college students shouldn't leave home without one: Understanding Estate Planning At 18, individuals become legal
- [Understanding the Importance of a Health Care Proxy for Young Adults in Massachusetts ](https://www.oconnelllawgroup.com/understanding-the-importance-of-a-health-care-proxy-for-young-adults-in-massachusetts/) - Healthcare decisions are integral to everyone's life, regardless of age. In Massachusetts, as in many other states, a Health Care Proxy (HCP) is a crucial legal document that allows individuals to nominate a trusted individual to make medical decisions on their behalf if they cannot do so. While it's often associated with older individuals, young
- [The Significance of Estate Planning for College-Bound Students](https://www.oconnelllawgroup.com/the-significance-of-estate-planning-for-college-bound-students/) - In the modern era, it is essential to be prepared for all circumstances Disclaimer: This blog post is for informational purposes only and does not constitute legal advice. Reading this content does not create an attorney-client relationship. For legal advice specific to your situation, please consult with a qualified attorney.
- [Preparing for Incapacity](https://www.oconnelllawgroup.com/preparing-for-incapacity/) - Whether it's as a result of the current pandemic or because you've had a loved one who suddenly became ill or otherwise disabled, it is important for all adults to think about how their children might be affected by a parent’s incapacity. Young adults should also have basic incapacity documents for young adults in place
- [Durable POA Basics for Massachusetts](https://www.oconnelllawgroup.com/durable-poa-basics-for-massachusetts/) - Ensuring that your legal and financial wishes are met by a trusted person or family member if you become incapable of handling them on your own, is the purpose of creating a Massachusetts durable power of attorney. This gives the person you install in such a role, referred to as an attorney-in-fact, legal authority to
- [Massachusetts Healthcare Proxy: Family Guide](https://www.oconnelllawgroup.com/massachusetts-healthcare-proxy/) - Learn how a Massachusetts healthcare proxy works, who to choose as your agent, and how it fits into your estate plan.
- [What Final Bills Will Get Paid Out of My Probate Estate?](https://www.oconnelllawgroup.com/what-final-bills-will-get-paid-out-of-my-probate-estate/) - One of the most important steps that happens after a personal representative is appointed to your case, is the determination of date of death values. All assets that you owned inside your probate estate must be valued so that they can be liquidated to raise cash, to pay for debt taxes, debts, and expenses. It
- [A Guide to Understanding Probate in Massachusetts ](https://www.oconnelllawgroup.com/a-guide-to-understanding-probate-in-massachusetts/) - Probate is the legal process through which a person's estate is administered, and their assets are distributed in accordance with the law. Probate can be a complicated and lengthy procedure, but understanding how it works can help you navigate it more effectively. In this article, we will provide you with a guide on how probate
- [How Does Probate Work In Massachusetts](https://www.oconnelllawgroup.com/how-does-probate-work-in-massachusetts/) - Learn about how the probate process works in the Commonwealth of Massachusetts from our MA estate planning law firm.
- [How Can I Protect My Home If I Need Nursing Home Care?](https://www.oconnelllawgroup.com/how-can-i-protect-my-home-if-i-need-nursing-home-care/) - Worried about losing your home to nursing home costs? Learn Medicaid planning basics in Massachusetts and Vermont.
- [Asset Protection in Massachusetts Estate Planning: Safeguarding Your Legacy](https://www.oconnelllawgroup.com/asset-protection-in-massachusetts-2/) - When you think of estate planning, you probably think of drafting a will or specifying who will getyour assets after your passing, but estate planning goes deeper than that. It involves acomprehensive strategy to protect your wealth, ensuring your loved ones receive their rightfulinheritance while minimizing potential risks, such as taxation and creditor claims. In
- [Is Protecting Mom Costing Her Happiness? The Hidden Tradeoff in Dementia Care](https://www.oconnelllawgroup.com/is-protecting-mom-costing-her-happiness-the-hidden-tradeoff-in-dementia-care/) - Learn how to balance safety and joy for loved one with dementia. and get practical, compassionate tips to enhance life quality and simple pleasure enjoyment.
- [What Happens If I Need Nursing Home Care?](https://www.oconnelllawgroup.com/what-happens-if-i-need-nursing-home-care/) - Worried about nursing home costs in MA? Learn how Medicaid and long-term care planning can protect your assets and help you avoid losing your home or savings.
- [What Is A Care Agreement](https://www.oconnelllawgroup.com/care-agreements-in-elder-law/) - As individuals age, many require assistance with daily activities, and family members often step in to provide this care. To formalize the arrangement, families sometimes use a care agreement. This document, also known as a personal care contract, is an essential legal tool that helps clarify expectations and ensure that the caregiving process is fair
- [Asset Protection Massachusetts: 8 Wealth Strategies](https://www.oconnelllawgroup.com/asset-protection-massachusetts-strategies/) - Learn practical asset protection strategies in Massachusetts, including trusts, business entities, insurance, and long-term care planning.
- [Workers Nervous About the Impact of Long-Term Care](https://www.oconnelllawgroup.com/workers-nervous-about-the-impact-of-long-term-care/) - If long-term care isn’t at the top of your mind for your own reasons, you might be thinking about this issue from the perspective of being an adult child looking ahead to help your parents navigate their own transition to retirement. But even if your most immediate concerns have to do with aging loved ones,
- [What is the Difference Between Custodial and Skilled Care?](https://www.oconnelllawgroup.com/what-is-the-difference-between-custodial-and-skilled-care/) - Does your loved one need to develop a Medicaid plan sooner rather than later? If your family member needs long term care, this is something you can discuss with an elder lawyer to determine your next steps. Healthcare plans and the medical community use a variety of different terms to explain issues in long term
- [What Does It Mean to Store Your Estate Planning Documents Properly?](https://www.oconnelllawgroup.com/what-does-it-mean-to-store-your-estate-planning-documents-properly/) - Once you have gone through the process of selecting an experienced estate planning lawyer to help you document your wishes in Massachusetts, make sure that you store these materials in a secure and safe location. While it is important to be sure that these are unlikely to suffer damage in a flood or a fire,
- [Five Questions You Should Ask Your New Estate Planning Attorney](https://www.oconnelllawgroup.com/five-questions-you-should-ask-your-new-estate-planning-attorney/) - When you set up an initial consultation with a Massachusetts estate planning attorney, you probably have a variety of concerns to consider. These include examining small business assets, naming a legal guardian for your children, assessing wealth preservation, minimizing taxes, reducing confusion or conflicts, maintaining an orderly administration of assets, and managing estate assets as
- [Is It Beneficial For All Older Couples to Review Their Estate Plans?](https://www.oconnelllawgroup.com/is-it-beneficial-for-all-older-couples-to-review-their-estate-plans/) - If you and your partner are now above age 55 and it's been several years since you had the opportunity to speak to an estate planning attorney, it's important to consider the many different facets that could influence updating your estate plan. First of all, now that you are older, your needs and assets might
- [Why Is A Trust Important for Your Massachusetts Estate Plan?](https://www.oconnelllawgroup.com/why-is-a-trust-important-for-your-massachusetts-estate-plan/) - Trusts are critical to be used when a person intends to pass on property or money to another party by leveraging existing control and moving it outside of their existing estate. By setting up a trust in Massachusetts you can control how money will be used and distributed to another person. This can be especially
- [What Should You Keep in Mind When Selecting Long-Term Care for A Person with Alzheimer's?](https://www.oconnelllawgroup.com/what-should-you-keep-in-mind-when-selecting-long-term-care-for-a-person-with-alzheimers/) - Your family is faced with multiple different challenges when attempting to decide what is the most appropriate route of care for a loved one with Alzheimer's. You might have recognized that you and your other family members are no longer able to care for a person with advanced Alzheimer's disease at home. This person might
- [Leave the Best Legacy: Make Your Estate Plan a Priority Now](https://www.oconnelllawgroup.com/leave-the-best-legacy-make-your-estate-plan-a-priority-now/) - A Massachusetts estate planning lawyer can help you in many different stages of your life to determine what your estate plan should look like and the benefits of structuring it properly. Knowing what will happen to a piece of property before you become incapacitated or pass away can help families avoid complicated legal issues as
- [Can Someone with Alzheimers’ Draft Legal Documents?](https://www.oconnelllawgroup.com/can-someone-with-alzheimers-draft-legal-documents/) - If you believe that a loved one has begun to show the early signs of Alzheimer's or if your family member has recently been diagnosed with this condition, it is imperative to consider the potential possibilities with legal documents if these have not already been created. Two of the most common estate planning documents created
- [Using a Power of Attorney Document for a Loved One with Alzheimer’s Disease](https://www.oconnelllawgroup.com/using-a-power-of-attorney-document-for-a-loved-one-with-alzheimers-disease/) - There are so many things to think about after your spouse, parent, or sibling has been diagnosed with Alzheimer’s Disease. A power of attorney document should be at the top of the to-do list. Only one in four people with this disease have been diagnosed so far, so it’s possible that many families will be
- [Create A Plan for Your Future in The Early Stage Alzheimer’s](https://www.oconnelllawgroup.com/create-a-plan-for-your-future-in-the-early-stage-alzheimers/) - It can be very empowering and important to create a plan for your future when you have recently been diagnosed with Alzheimer’s. The sooner you can discuss and document your legal plans, the more prepared you and your family can be for moving forward. There are many different details associated with the legal planning connected
- [What Are the Most Common Reasons That You Need to Review Your Estate Plan?](https://www.oconnelllawgroup.com/what-are-the-most-common-reasons-that-you-need-to-review-your-estate-plan/) - Your estate plan shouldn’t be a set of documents that you complete, sign and file away forever. Many different reasons to update your estate plan can occur over the course of your lifetime or even a typical year in an average person's life. There are times in life when it’s a good idea to move
- [Three Questions to Ask Yourself Before Making a Will](https://www.oconnelllawgroup.com/three-questions-to-ask-yourself-before-making-a-will/) - Studies show that up to 70% of Americans don’t have the most basic of estate planning documents in a will. This legal document can accomplish multiple goals and is often the cornerstone of a good Massachusetts estate plan. This legal document outlines who is eligible to take care of your minor children if something happens
- [How Much Do I Need for Medical Expenses in Retirement?](https://www.oconnelllawgroup.com/how-much-do-i-need-for-medical-expenses-in-retirement/) - Have you thought ahead about how you’ll afford long term care? Do you have a plan in place to qualify for MassHealth as soon as possible? If not, you could be setting you and your family members up for an unexpected surprise. Long term care expenses are only going up. Even with increasing longevity, most
- [Is My Will a Matter of Public Record?](https://www.oconnelllawgroup.com/is-my-will-a-matter-of-public-record/) - When you create a last will and testament, there are many different questions that you must answer, including who should receive your investments, business interests, real estate, and personal property. But one important aspect of creating a will in Massachusetts that is often overlooked is that, upon your death, the will must be filed with
- [Are you like most people- starting the New Year with the best of intentions but then getting overwhelmed or unmotivated by it all just a few weeks later?](https://www.oconnelllawgroup.com/are-you-like-most-people-starting-the-new-year-with-the-best-of-intentions-but-then-getting-overwhelmed-or-unmotivated-by-it-all-just-a-few-weeks-later/) - Did you throw your estate plan into the list of things you hoped to accomplish at the beginning of 2020 but are concerned about following through? Speaking with an estate planning lawyer might be the only way to get this fully crossed off your list. Most people know that they need a power of attorney
- [Do You Have a Plan for Long-Term Care?](https://www.oconnelllawgroup.com/do-you-have-a-plan-for-long-term-care/) - Are you one of the many Americans who plans to stay independent in your home for many years? It can come as a shock that you might suffer from some type of disability that leaves you in need of support from a long-term care facility. If your plan is for your children to take care
- [Is My Estate Eligible for Informal Probate?](https://www.oconnelllawgroup.com/is-my-estate-eligible-for-informal-probate/) - Informal probate is one method of streamlining your estate administration to make things simpler for your loved ones after you pass away. Hearings for informal probate are not required under informal probate procedures. There are several circumstances that block informal probate, including: No confirmed death certificate The original will’s location is not identified The person
- [What You Need to Know About Long Term Care Following an Incapacitating Event](https://www.oconnelllawgroup.com/what-you-need-to-know-about-long-term-care-following-an-incapacitating-event/) - A major concern for many clients today is what will happen if they require long term health care in a nursing home, but are no longer at the point where they can make important health care and financial decisions on their own due to a prolonged medical condition, serious injury, or dementia. This is particularly
- [What Do You Hope Your Estate Plan Says About You?](https://www.oconnelllawgroup.com/what-do-you-hope-your-estate-plan-says-about-you/) - Some of the most common questions presented to a Massachusetts estate planning attorney include: • What do I need to get started? • What is estate planning? Many people often view estate planning as the steps to enhance, preserve, and protect their families by conserving and distributing assets. Tools, tax considerations, and techniques are equally
- [Are You Leaving a Legacy with Your Massachusetts Estate Plan?](https://www.oconnelllawgroup.com/are-you-leaving-a-legacy-with-your-massachusetts-estate-plan/) - It’s difficult to talk about what will happen to your loved ones after you are gone. This sensitive and difficult subject leads to many people avoiding the topic of estate planning at all. However, this can unnecessarily expose your family to feeling caught off guard, confused or even mired in conflict if an unexpected tragedy,
- [How to Get a Massachusetts Estate Plan in Three Simple Steps](https://www.oconnelllawgroup.com/how-to-get-a-massachusetts-estate-plan-in-three-simple-steps/) - Overwhelmed by the process of putting together an estate plan? Not sure which documents are necessary and which ones don’t apply to your situation? Read below to find out four simple tips to get on top of estate planning today and to begin protecting your future generations. Review Your Assets Do you really know how
- [How to Avoid Family Conflicts When Planning an Inheritance](https://www.oconnelllawgroup.com/how-to-avoid-family-conflicts-when-planning-an-inheritance/) - Approximately 1.7 million households in the United States receive an inheritance on an annual basis. But additional research has found that almost 75% of those beneficiaries have lost their inheritance within just a few years. What might seem like a financial blessing and important gift from you could come with strings attached, especially as it
- [Use the Upcoming Holiday Season to Ensure Your Estate Plan is Up to Date](https://www.oconnelllawgroup.com/use-the-upcoming-holiday-season-to-ensure-your-estate-plan-is-up-to-date/) - It's easy to get caught up in the whirlwind of planning through Thanksgiving and other holidays while missing out on the opportunity to update your estate plan. If one of your New Year's resolutions isn't to analyze your current estate planning documents and strategies, consider adding that to the list or accomplishing this goal before
- [What’s the Average Probate Time for Wills in Massachusetts?](https://www.oconnelllawgroup.com/whats-the-average-probate-time-for-wills-in-massachusetts/) - There are many different factors that can influence the time it takes from the filing of an official will to the conclusion of that estate's time in probate administration. Furthermore, one important influence on the time it takes to probate a will is the personal representative's diligence in completing this job. Furthermore, involvement from outside
- [What Role Does a Testamentary Trust Play in Medicaid Benefits?](https://www.oconnelllawgroup.com/what-role-does-a-testamentary-trust-play-in-medicaid-benefits/) - Putting together various estate planning tools for the purpose of passing on assets to future generations is wise but thing can become increasingly complicated when it comes to managing these concerns surrounding Medicaid. Medicaid has very state specific rules that could potentially change over the course of time if you don't have the right estate
- [What Good Is Your Massachusetts Estate Plan If No One Else Knows About It?](https://www.oconnelllawgroup.com/what-good-is-your-massachusetts-estate-plan-if-no-one-else-knows-about-it/) - Unfortunately, far too many estate plans have led to results that the owners never intended, and the sad news is that many of these stories could have been completely prevented. Plenty of the failures associated with estate planning in Massachusetts don't have to do with language inside the will or the tax strategies implemented by
- [What Do You Need to Know Before Hiring a Massachusetts Estate Planning Lawyer?](https://www.oconnelllawgroup.com/what-do-you-need-to-know-before-hiring-a-massachusetts-estate-planning-lawyer/) - The process of planning your estate might seem complex and long, but it doesn’t have to be. Creating legal documents like a power of attorney, trust or a will mean that many people turn to the support of a professional to guide them through this process. Estate Planning Lawyers Likely Have a Solid Background in
- [Is America Facing a Long-Term Care Crisis?](https://www.oconnelllawgroup.com/is-america-facing-a-long-term-care-crisis/) - Are you prepared for how you'll need to set up your future long-term care expectations? If not, you could be exposing your loved ones. Getting older requires considering tools such as powers of attorney, healthcare directives, and other estate planning documents. From the possibility of developing mobility issues, chronic diseases, Alzheimer’s or some other condition
- [Does Destroying My Will Revoke It in Massachusetts?](https://www.oconnelllawgroup.com/does-destroying-my-will-revoke-it-in-massachusetts/) - As the creator of a will, it is your responsibility to decide whether or not this document continues to support your estate planning wishes and concerns. If you make the decision that this document no longer reflects what you hope to accomplish in your estate planning, you can revoke it. One common issue that emerges
- [Will a Spendthrift Trust Help Protect My Heirs from Themselves?](https://www.oconnelllawgroup.com/will-a-spendthrift-trust-help-protect-my-heirs-from-themselves/) - As a parent or grandparent, it is natural to have concerns about your beneficiaries' ability to effectively manage money. Certain beneficiaries in Massachusetts might not be capable of responsibly handling assets. If you also have family members who might be trusted with assets and you’re concerned about mixing these heirs together in your estate plan,
- [Three Ways to Pay for Nursing Home Care](https://www.oconnelllawgroup.com/three-ways-to-pay-for-nursing-home-care/) - Do you believe that your spouse or family member needs the support of ongoing nursing home care? If this is currently something impacting your family, you probably have many questions around the process and what option to pay makes the most sense for your situation. Whether you have a family member struggling with an Alzheimer’s
- [Living Wills and Health Proxies: Important Tools for Massachusetts Residents](https://www.oconnelllawgroup.com/living-wills-and-health-proxies-important-tools-for-massachusetts-residents/) - Contemplating the possibility of future incapacitation might lead you to sit down with a Massachusetts elder lawyer to discuss tools like a health care proxy or a living will. Is There a Difference? Occasionally, people outside of the legal profession might refer to these documents as one and the same, but there are some important
- [What Is Undue Influence?](https://www.oconnelllawgroup.com/what-is-undue-influence/) - Anyone crafting an estate plan has a vital stake and interest in limiting the possibility of future conflicts over the validity of the documents created. Understanding the laws that enable someone to start a validity claim case is the first step. One of the most common reasons to initiate a will or trust contest in
- [What Will Long Term Care Cost Me in Massachusetts?](https://www.oconnelllawgroup.com/what-will-long-term-care-cost-me-in-massachusetts/) - Some people are mistakenly under the impression that Medicare covers long term care services. Medicare does not pay for the vast majority of services under the umbrella of long term care. This includes custodial care, which is the vast majority of LTC services. Custodial care steps in when a person needs help with eating, walking,
- [Who Should Hire an Elder Law Attorney?](https://www.oconnelllawgroup.com/who-should-hire-an-elder-law-attorney/) - It’s a common misconception that you don’t need an elder law lawyer until after retirement. Like all good planning, it’s wise to invest time and energy into planning upfront so that your only ongoing concerns are updates if your life requires changes to your elder law documents. Elder law issues can be very complex, and
- [Tips for Rescinding A Power of Attorney in Massachusetts](https://www.oconnelllawgroup.com/tips-for-rescinding-a-power-of-attorney-in-massachusetts/) - If you have previously established a power of attorney in Massachusetts, naming someone else as an agent and wishing to update this, it's recommended that you do so under the guidance of an experienced attorney. You have the right to rescind your Massachusetts power of attorney document at any point in time, so long as
- [What Is the Burden of Proof When Challenging A Will or Trust in Massachusetts?](https://www.oconnelllawgroup.com/what-is-the-burden-of-proof-when-challenging-a-will-or-trust-in-massachusetts/) - There are not many situations in which an individual could have grounds to challenge a will or trust in Massachusetts. However, as a person putting together your estate planning documents and planning ahead, it is important to understand the steps that you can take with the help of your attorney to decrease the chances of
- [What Is Advanced Care Planning in Massachusetts?](https://www.oconnelllawgroup.com/what-is-advanced-care-planning-in-massachusetts/) - Advanced care planning refers to different strategies and steps that you can take to ensure that the medical care you receive, if you are unable to make these decisions for yourself, is still available to you. While it is certainly important to speak with trusted loved ones and family about your goals and values for
- [Does an Estate Always Have to Be Probated in Massachusetts?](https://www.oconnelllawgroup.com/does-an-estate-always-have-to-be-probated-in-massachusetts/) - Many people are confused about the different laws that might apply to a Massachusetts estate. This has relevance for you as an individual, and also for loved ones who are stepping in to handle the administration or probate of a loved one's estate. What is Massachusetts Probate? Probate in Massachusetts refers to the formal process
- [What Happens if I Never Update My Massachusetts Will After a New Marriage?](https://www.oconnelllawgroup.com/what-happens-if-i-never-update-my-massachusetts-will-after-a-new-marriage/) - The Massachusetts Supreme Judicial Court’s recent ruling in the case Ciani v. McGrath, highlights an important issue regarding updating a will when the creator fails to update a years-old document. In that particular case, a now-deceased individual had married a second time after his first wife had passed away. However, the original will, which provided
- [How is a Living Will in Massachusetts Different from My Will?](https://www.oconnelllawgroup.com/how-is-a-living-will-in-massachusetts-different-from-my-will/) - As with all states, living in Massachusetts means you must be aware of relevant state and federal laws that influence how you pass on assets to your loved ones. Having an established relationship with a Massachusetts estate planning lawyer can help you understand how to create a plan that addresses your own needs while remaining
- [Half of Americans Still Don't Have A Will- Are You One of Them?](https://www.oconnelllawgroup.com/half-of-americans-still-dont-have-a-will-are-you-one-of-them/) - Have you put off sitting down with a Natick estate planning lawyer because you don’t want to think about it or don’t think you need one? You’re not alone- plenty of people in Massachusetts and around the country don’t have this basic estate planning tool in place. Merrill Lynch and Age Wave recently published the
- [How to Avoid Fights Over Your Estate in Natick, MA](https://www.oconnelllawgroup.com/how-to-avoid-fights-over-your-estate-in-natick-ma/) - Consulting with an experienced estate planning attorney is usually the first step in minimizing the potential for conflict in your estate. A death in the family, unfortunately, does not bring out the best in people. You’ve probably been part of or witnessed the fallout when someone’s estate incites family arguments. If you want to avoid
- [Do You Need to Tell Your Loved Ones Where Your Estate Planning Documents Are Located?](https://www.oconnelllawgroup.com/do-you-need-to-tell-your-loved-ones-where-your-estate-planning-documents-are-located/) - In the event that you have already done the work of creating your estate planning documents, it’s a good idea at some point to discuss with your children where these documents are stored. Adult children should be prepared to ask where they are located and whether these are easily accessible to the named fiduciaries for
- [Is It A Problem to Appoint A Personal Representative Outside of State?](https://www.oconnelllawgroup.com/is-it-a-problem-to-appoint-a-personal-representative-outside-of-state/) - Today many people move around for various reasons, but there are questions that might be raised in the process of figuring out how to establish a personal representative for your estate plan for someone who lives in a different state. In general, appointing a non-resident as your personal representative should not be an issue. It
- [Do You Have a Decision Maker You Trust? You Need One](https://www.oconnelllawgroup.com/do-you-have-a-decision-maker-you-trust-you-need-one/) - One of the most important steps in the estate planning process is deciding who will make financial decisions on your behalf if you can’t. But this process, including power of attorney creation, can be easily overlooked. Most people are familiar with the fact that the estate planning process is used to help distribute your assets
- [What Are the Most Important Estate Planning Triggers?](https://www.oconnelllawgroup.com/what-are-the-most-important-estate-planning-triggers/) - Certain events in your life should prompt you to update and re-evaluate your existing estate plan. Examples of these are outlined below, although it's also a good idea to schedule an annual meeting with an estate planning lawyer to make sure your plan is up to date. Getting Married You and your future spouse should
- [Healthcare Proxy What Do I Need?](https://www.oconnelllawgroup.com/healthcare-proxy-what-do-i-need/) - Looking for help with your Massachusetts estate planning? One of the most commonly-used documents include a healthcare proxy. Healthcare Proxy Basics Your healthcare proxy agent is the person you enable to make decisions on your behalf related to healthcare if you become unable to do so. Remember that you maintain the right to make your
- [Is an Attorney Necessary for Drafting a Living Trust?](https://www.oconnelllawgroup.com/is-an-attorney-necessary-for-drafting-a-living-trust/) - A living trust is a document for estate planning purposes that is created and effective during your lifetime. Also known as a revocable living trust, it allows you to manage your own assets. Creating a living trust is often done for the following reasons: It can help you with avoiding probate; It can help maintain
- [Do I Need a Power of Attorney and a Last Will?](https://www.oconnelllawgroup.com/do-i-need-a-power-of-attorney-and-a-last-will/) - If you've spoken to any estate planning attorney or started research of your own, there's a good chance that you've uncovered these two basic tools: a power of attorney and a last will. Together, these documents form the foundation for your overall estate plan. However, they do not accomplish the same goals and a comprehensive
- [What Can a Financial Power of Attorney Agent Do?](https://www.oconnelllawgroup.com/what-can-a-financial-power-of-attorney-agent-do/) - Your power of attorney is an individual that you choose to make decisions on your behalf and take actions in your stead (your “agent”). It's up to you as the principal or creator of this document to determine exactly what powers you wish your power of attorney agent to have in Massachusetts. Here are some
- [Baby Boomers: Invest in Your Children and Grandchildren with Estate Planning](https://www.oconnelllawgroup.com/baby-boomers-invest-in-your-children-and-grandchildren-with-estate-planning/) - Giving a gift to your children and grandchildren through your estate planning is an important goal for many baby boomers and given the vast amount of wealth that is anticipated to be transferred over the next several decades, this is something you can't afford to forget about. According to a recent study, more than two
- [What is Informal Probate in Massachusetts?](https://www.oconnelllawgroup.com/what-is-informal-probate-in-massachusetts/) - As we’ve discussed in one of our blogs in the past, not all assets are subject to probate. Likewise, not all estates must be processed through the formal probate procedures in Massachusetts. In short, informal probate involves very limited court oversight. The process can be expedited if there are no objections by interested parties and
- [What Are the Three Biggest Benefits of Establishing A Living Trust?](https://www.oconnelllawgroup.com/what-are-the-three-biggest-benefits-of-establishing-a-living-trust/) - You probably already know how important a trust can be for your estate planning. When you want flexibility and control, turn to trusts. But determining which type of trust you intend to use is difficult, especially if you don't yet have a trusted estate planning attorney. One of the most common types is known as
- [What Does a Medicaid Planner Do?](https://www.oconnelllawgroup.com/what-does-a-medicaid-planner-do/) - Qualifying for Medicaid is a very complicated prospect. Although Medicaid is a federal program, it is administered at the state level. There might also be different programs within each state and the application and review process is time-consuming. Mistakes made on a Medicaid application or the failure to plan in advance regarding Medicaid qualification can
- [When Celebrities Get It Right: An Important Estate Planning Lesson from Burt Reynolds](https://www.oconnelllawgroup.com/when-celebrities-get-it-right-an-important-estate-planning-lesson-from-burt-reynolds/) - Unfortunately, far too many celebrity estate planning mistakes were completely avoidable but became a matter of public record due to the way in which the celebrity planned or failed to plan for their future. Amy Winehouse, Prince, and Aretha Franklin are just a few examples of unfortunate estate planning failures. However, when Burt Reynolds passed
- [Understanding Medicaid’s Five Year Look Back Period](https://www.oconnelllawgroup.com/understanding-medicaids-five-year-look-back-period/) - Congress has established a variety of rules about ineligibility for Medicaid. In addition to these federal rules, there are also issues you should be aware of at the state level. The ineligibility period for Medicaid is also referred to as a penalty period. This specifically relates to applicants who transferred assets shortly before applying in
- [What Services Does an Elder Law Attorney Provide?](https://www.oconnelllawgroup.com/what-services-does-an-elder-law-attorney-provide/) - There are several reasons you might want to form a relationship with a lawyer who has experience in both estate planning and elder law. As your life evolves, what you need from an attorney could change, especially as you look towards retirement. Most elder law attorneys help you with a variety of legal concerns related
- [Do You Have Your Most Important Papers Protected?](https://www.oconnelllawgroup.com/do-you-have-your-most-important-papers-protected/) - The news has been filled with plenty of stories about devastating and tragic events that have forced people out of their homes suddenly. This is why it's so important for everyone to have a plan for how they will access their important documents and information if they are suddenly forced out of the home and
- [What Are Executor Fees?](https://www.oconnelllawgroup.com/what-are-executor-fees/) - When establishing a person in the role of executor, it's common to have questions about how this could impact the overall assets inside your estate. Executors are entitled to fees, and this could decrease the volume of assets available for beneficiaries after all estate payments are made. Executor fees are in place to compensate a
- [Durable Power of Attorney Vs. Advanced Directive](https://www.oconnelllawgroup.com/durable-power-of-attorney-vs-advanced-directive/) - Many different documents might be recommended to you by your experienced estate planning lawyer and it can become confusing to understand which is which. Two of the most commonly confused forms are known as a durable power of attorney and an advanced directive, and these each accomplish distinct goals. What is a Durable Power of
- [What Are a Will Executor’s Responsibilities in Massachusetts?](https://www.oconnelllawgroup.com/what-are-a-will-executors-responsibilities-in-massachusetts/) - Since your will’s Personal Representative (formerly known as an Executor) holds an important position in the distribution of your estate, you need to put careful thought into the selection of this agent. If a will submitted to probate court names an Personal Representative, the court awards that person “letters testamentary.” This is the official paperwork
- [Does It Matter Who Witnesses My Will Signing?](https://www.oconnelllawgroup.com/does-it-matter-who-witnesses-my-will-signing/) - While an individual can write his or her own will, it's far too easy for mistakes to be made that could lead to loved ones paying the price after you have passed away. While we personally suggest that an individual retain a knowledgeable attorney to prepare their will so that the will is drafted and
- [What's the Real Meaning of Your Estate Plan?](https://www.oconnelllawgroup.com/whats-the-real-meaning-of-your-estate-plan/) - An estate plan does encompass what you intend to happen to your belongings after you pass away, but this often leaves out the important consideration of what you intend to happen while you're still alive. The best and most comprehensive estate plans consider what you want to do while you're still here and the legacy
- [These Are the Biggest Estate Planning Mistakes Made by Divorcing Women](https://www.oconnelllawgroup.com/these-are-the-biggest-estate-planning-mistakes-made-by-divorcing-women/) - Women getting a divorce have many different things to contemplate and think about. Divorce is never an easy time and can be a significant adjustment for most people. Women in particular find that they are most significantly affected by the financial aspects of divorce. A recent study completed by UBS Global Wealth Management showed that
- [Estate Planning Should Be A Family Affair](https://www.oconnelllawgroup.com/estate-planning-should-be-a-family-affair/) - If estate planning related only to your numbers, it wouldn’t be one of the financial and legal tasks that most people avoided. It can be difficult to put together an estate plan because it involves confronting your own mortality, but it also raises questions and forces you to make difficult decisions about who will receive
- [Dementia and Estate Planning Basics: How Can I Help as a Caregiver?](https://www.oconnelllawgroup.com/dementia-and-estate-planning-basics-how-can-i-help-as-a-caregiver/) - Know the limits of estate and financial planning for dementia. Also, often when a person or family member visits the offices of an estate planning attorney to talk issues related to dementia, the person in questioned condition might have already elevated to the point where it is impossible for estate planning to address all of
- [Longevity & You: Planning is Essential](https://www.oconnelllawgroup.com/longevity-you-planning-is-essential/) - What you need to consider about new longevity numbers: Most people in the Baby Boomer generation are already confronting the possibility that they could live longer than they expected. This can raise a lot of questions about what it means to truly plan for your future, and whether or not you have enough assets set
- [Is Your Estate Like the Rich and Famous?](https://www.oconnelllawgroup.com/is-your-estate-like-the-rich-and-famous/) - Far too many people put off estate planning because they assume that it only affects those who have a significant amount of assets or confusing issues that must be dealt with in the estate planning process. Plenty of different news stories have articulated the challenges that celebrities face in the estate planning process, but
- [Should My Life Insurance Proceeds Be Payable to An Estate?](https://www.oconnelllawgroup.com/should-my-life-insurance-proceeds-be-payable-to-an-estate/) - One of the most important things to be mindful of in planning for your estate is how you list beneficiaries on assets that will pass outside of a traditional will. One such example is from your life insurance policy. You likely purchase your life insurance policy as a way to protect your loved ones if
- [Women Must Plan for Their Own Retirement and Possibility of Widowhood](https://www.oconnelllawgroup.com/women-must-plan-for-their-own-retirement-and-possibility-of-widowhood/) - You might not assume that there is a future without your current spouse, but this is a major retirement and estate planning mistake and one that could put you in a very difficult situation, years into the future. When you fail to plan for the possibility of becoming a widow or widower, difficult financial and
- [Understanding Powers of Attorney and Wills for Estate Planning Purposes](https://www.oconnelllawgroup.com/understanding-powers-of-attorney-and-wills-for-estate-planning-purposes/) - Most people fall into the camp of experiencing many different misconceptions about powers of attorney and wills. Many people think that will planning or estate planning is something that only the elderly should do and might not necessarily be for a younger couple or a single individual. However, anyone who has loved ones or who
- [What Happens to Debts After Death?](https://www.oconnelllawgroup.com/what-happens-to-debts-after-death/) - Are you concerned about what will happen to any debts you have in your name when you pass away? Settling the affairs of someone who recently passed away can be very difficult because important financial decisions must be made sooner rather than later. These decisions often have to do with whether or not to repay
- [Don't Neglect Long Term Care Planning](https://www.oconnelllawgroup.com/dont-neglect-long-term-care-planning/) - A recent study of widows and widowers indicated that less than one out of five felt that their financial planner is providing them with appropriate information about long term care planning. Long term care planning is crucial for outlining your prospective risks and ensuring that you have a plan in place to address them if
- [Caregivers Must Remember To Care For Themselves](https://www.oconnelllawgroup.com/caregivers-must-remember-to-care-for-themselves/) - According to a report issued by the National Alliance for Caregivers and AARP, approximately 40 million Americans provide unpaid care to another adult. What is more, providing adequate care to a spouse or partner requires, on average, over 44 hours per week. Sadly, caregivers often devote so much time and energy to caring for a
- [Does My Will Executor Get Paid?](https://www.oconnelllawgroup.com/does-my-will-executor-get-paid/) - Part of your estate planning goes farther than selecting the documents and tools you’ll use to protect your own interests. In fact, your estate planning cannot be done until you’ve thought about the people who will serve in the most important roles in your life or when something happens to you. An executor is one
- [Key Special Needs Planning Tips for Families](https://www.oconnelllawgroup.com/key-special-needs-planning-tips-for-families/) - As parents, you have taken on an important responsibility to care for a child with special needs. Financial and estate planning for families that have children with special needs is extremely important because the details matter and can have life lasting repercussions for your loved one. The average cost of raising a child from birth
- [In a Multi-Generational Home? You Need Estate Planning](https://www.oconnelllawgroup.com/in-a-multi-generational-home-you-need-estate-planning/) - Whether you’re part of a big family unit under one household with members of many generations or if you’ve recently blended your families with a new spouse, estate planning should be at the top of your to-do list. It’s very hard to think about all the different ways that your life is affected when you
- [Long-Term Care Planning Should Occur Well in Advance](https://www.oconnelllawgroup.com/long-term-care-planning-occur-well-advance/) - If you've been contemplating the benefits of long-term care, it's well worth it to look at this issue many years in advance. Most people have heard on a regular basis about updates to Medicaid and Medicare. This information can be extremely confusing or even overwhelming for someone who does not know at what point in
- [Blended Families Have Unique Estate Planning Considerations](https://www.oconnelllawgroup.com/blended-families-unique-estate-planning-considerations/) - Every person can benefit from the process of estate planning, but it is even more important for those who are entering a blended family or have had multiple possible divorces. Blended families present unique estate planning challenges and considerations, but people who fail to update their documents in line with the new shifts in their
- [Just One Estate Planning Mistake Could Lead to A Significant Tax Bill](https://www.oconnelllawgroup.com/just-one-estate-planning-mistake-lead-significant-tax-bill/) - Many people don't recognize that there's a huge difference between inherited and gifted assets, and that this could cost your beneficiaries significantly in the form of taxes. If your parents are nearing retirement age and looking into proper estate and financial planning, they may be interested in transferring assets to your name to ensure that
- [Passing Away Without a Will Sets Up Problems for Your Loved Ones](https://www.oconnelllawgroup.com/passing-away-without-will-sets-problems-loved-ones/) - You may assume that you don't need a will or that your future involving estate planning is far off or simply unnecessary because you don't have enough assets, but far too few adults in the United States have a will in comparison with the number of people who should. Dying without a will can pose
- [Have You Neglected to Plan for Disability or Incapacity?](https://www.oconnelllawgroup.com/neglected-plan-disability-incapacity/) - In addition to establishing documents that will help you pass on your assets to your loved ones in the future, you should also think carefully about whether or not you have planned for you own potential disability or incapacity. It is never easy for people to contemplate their own future, particularly, if it means they
- [Plan for The Worst and Hope for The Best with Your Estate](https://www.oconnelllawgroup.com/plan-worst-hope-best-estate/) - Far too many people put off the process of estate planning because they assume that it won’t happen to them. As anyone who has lived through the unfortunate experience of watching a loved one pass away suddenly and unexpectedly can attest, it is very important to plan for the worst while still hoping for the
- [What Would You Do with An Extra 30 Years in Your Life?](https://www.oconnelllawgroup.com/extra-30-years-life/) - For many years, estate planning and retirement planning strategies have focused on enabling someone to live a comfortable retirement in which they may be able to pass on a portion or the vast majority of their accumulated assets to their loved ones when they pass away. But with increasing health care outcomes and better longevity,
- [Couples Who Want Estate Planning Success Must Work at It](https://www.oconnelllawgroup.com/couples-want-estate-planning-success-must-work/) - The truth is that anyone can benefit from estate planning, whether you are a young unmarried individual, a child heading off to college, or older couples who are looking down the road to retirement. It's never too soon to start thinking about estate planning either. Even if your relationship is not yet recognized by law
- [Future of Estate Planning – Some Musings](https://www.oconnelllawgroup.com/future-estate-planning-musings/) - At the 2018 University of Miami’s Heckerling Institute, there was a panel that talked about the future of estate planning. The following will summarize some points raised during the panel’s discussion. Some states (e.g. Florida) are allowing e-notarization of legal documents. This is not in widespread use yet (and is not accepted in Massachusetts at
- [A Few Updates Regarding Roth IRAs](https://www.oconnelllawgroup.com/updates-regarding-roth-iras/) - At the 2018 University of Miami’s Heckerling Institute, Natalie Choate discussed making a contribution to a traditional IRA and then converting those assets to a Roth IRA (this is an approach to consider if you are over the income limit for a Roth contribution during the year). This is a possible strategy to consider if
- [Some Thoughts to Consider for Those Helping Elders](https://www.oconnelllawgroup.com/thoughts-consider-helping-elders/) - Here are some random but important things to consider for those helping elders. Reminder: Do not sign personally as the one responsible for the cost of another person’s nursing home expenses. Only sign in your official capacity (e.g. power of attorney agent). You should not sign in your individual capacity unless it is for you
- [A Brief Review of 'Money in Politics'](https://www.oconnelllawgroup.com/brief-review-money-politics/) - At the 2018 University of Miami’s Heckerling Institute, Trevor Potter, of the Campaign Legal Center in Washington, D.C., discussed how Sec. 501(c)(4) tax exempt organizations are being used to finance political campaigns. Sec. 501(c)(4) applies to “civic leagues or organizations not organized for profit but are operated exclusively for the promotion of social welfare… and
- [Recent Developments in the Estate Planning World](https://www.oconnelllawgroup.com/recent-developments-estate-planning-world/) - The following are some recent developments from 2017 which are of interest to the estate planning community. Valuation Discounts Update: In 2017, the estate planning community expected to see big changes regarding the ability to do valuation discounts under Sec. 2704 of the Internal Revenue Code. Briefly, Sec. 2704 was set up by Congress
- [Guest Blogger- Judy Dovev, Eldercare Consultant, Owner of Elder Life Directions](https://www.oconnelllawgroup.com/guest-blogger-judy-dovev-eldercare-consultant-owner-elder-life-directions-2/) - Managing the Balancing Act: Challenges Facing the Sandwich Generation and the Club Sandwich Generation Many of us have heard of the term “The Sandwich Generation”, referring to adults with children of their own who have aging parents, or an aging loved one. Sometimes they are directly involved in their care, while other times they
- [Aging with a Plan](https://www.oconnelllawgroup.com/aging-with-a-plan/) - Come join us on Sunday, March 18th to welcome author Sharona Hoffman, as she speaks about her book "Aging with a Plan: How a Little Thought Today Can Vastly Improve Your Tomorrow." It offers a concise, comprehensive resource for readers who are facing the prospects of their own aging and caring for loved ones. About
- [Why We Do What We Do](https://www.oconnelllawgroup.com/why-we-do-what-we-do/) - I love helping people and bringing them comfort. It’s the ‘why’ of what I do. Many people think that an estate planning attorney is just the technician – provide legal documents to satisfy a client’s needs. It’s so much more than that. I see myself as part of my client’s life – There to help
- [How To Protect Against Identity Theft](https://www.oconnelllawgroup.com/protect-identity-theft/) - It is estimated that someone’s identity is stolen every two seconds. Security expert Frank Abagnale offers some suggestions on how to prevent it from happening to you. • Lock your mailbox. If your mailbox doesn’t lock, you can buy one that does for about $40 • Don’t leave valuables in your car, particularly your laptop,
- [Brain Health: Myths Versus Reality](https://www.oconnelllawgroup.com/brain-health-myths-versus-reality/) - You’ve no doubt heard plenty of stories about how to keep your brain healthy and boost memory. A recent article on AARP’s website explored this subject and distinguished between myth and fact. Here are some the highlights. Myth: Brain aging is inevitable. Although the brain does shrink with age, exercise has been shown to increase
- [History of Needham: Film Screening and Panel Discussion](https://www.oconnelllawgroup.com/history-needham-film-screening-panel-discussion/) - The decision to move into a senior living community is a big step for retirees and their families. Get the answers you're looking for from our panel of experts specializing in senior services. This event, will consist of a short film screening and panel discussion to follow. Our panel of experts includes: Audrey Zabin, M.ED.,
- [Understanding Advanced Directives and Common Estate Planning Mistakes Presentation](https://www.oconnelllawgroup.com/understanding-advanced-directives-common-estate-planning-mistakes-presentation/) - 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
- [Guest Blogger- Betsy Ross, MA, LICSW, NHA, Owner of Boundless Options LLC](https://www.oconnelllawgroup.com/guest-blogger-betsy-ross-ma-licsw-nha-owner-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
- [Guest Blogger- Lorry Sorgman, EA, MST, USTCP, Owner of Small Business Accounting Services](https://www.oconnelllawgroup.com/guest-blogger-lorry-sorgman-ea-mst-ustcp-owner-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
- [Guest Blogger- Judy Dovev, Eldercare Consultant, Owner of Elder Life Directions](https://www.oconnelllawgroup.com/guest-blogger-judy-dovev-eldercare-consultant-owner-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
- [What Matters to You: An Interactive Seminar on Starting Difficult Conversations](https://www.oconnelllawgroup.com/matters-interactive-seminar-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
- [Managing the Puzzles of Alzheimer's/Dementia](https://www.oconnelllawgroup.com/managing-puzzles-alzheimersdementia/) - 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.
- [Genealogist got us started!](https://www.oconnelllawgroup.com/genealogist-got-us-start/) - 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
- [What Trusts Can Help You Accomplish](https://www.oconnelllawgroup.com/trusts-can-help-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
- [Let's Pay Bills & More](https://www.oconnelllawgroup.com/lets-pay-bills/) - 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
- [Getting Started In Genealogy](https://www.oconnelllawgroup.com/getting-started-genealogy/) - Come join us on April 20th for our next Lunch & Learn Series- Getting Started in Genealogy! Genealogy is one of the most valuable pursuits you can participate in—learning about who you are, where you come from, and “meeting” the thousands of people who came before you, can be a rewarding and even life-changing experience.
- [Bill’s Blog: “I made it to the Supreme Judicial Court!”](https://www.oconnelllawgroup.com/bills-blog-made-supreme-judicial-court/) - The public doesn’t realize that only a small percentage of attorneys regularly appear in court. Still fewer ever appear before their state supreme courts. For a good part of my career I did appear quite regularly in courts, but only irregularly in the Appellate Court of Massachusetts, once in a Federal Appeals Court, but never
- [Estate Planning “Mistakes” Lead to Serious Consequences](https://www.oconnelllawgroup.com/estate-planning-mistakes-lead-serious-consequences/) - Plenty of mistakes that seem minor at the time could end up leaving you or your loved ones with unfortunate consequences. Sadly, in the vast majority of these cases, it will be too late for you to do anything about it. Many family members are realizing the mistakes of their loved ones after that loved
- [The Dangers of Improperly Funding your Revocable Trust](https://www.oconnelllawgroup.com/dangers-improperly-funding-revocable-trust/) - A revocable trust is an extremely popular estate planning tool that can help you plan ahead for your future. It is critical to ensure however that the trust has been appropriately funded. There is significant advantages associated with using a revocable trust, such as avoiding probate and asset management. However, you'll never be able to
- [Bill’s Blog: What’s the Long Term Prognosis of Long-Term Care?](https://www.oconnelllawgroup.com/bills-blog-whats-long-term-prognosis-long-term-care/) - Buried in all the post-election news was an item in the Boston Globe’s “Business” section of November 11, 2016 headlined “Hancock Leaving Long-Term Care.” You may have missed it, but its significance is great for our clients who consider long-term care insurance (LTCI) a significant option to pay for expensive care they might need. John
- [Key Reasons Why You Need a Life Insurance Policy in Your Estate Plan](https://www.oconnelllawgroup.com/key-reasons-need-life-insurance-policy-estate-plan/) - You know that you’ve got to have a will, possibly a trust, and powers of attorney as part of your estate plan. But if you’ve overlooked life insurance, this could turn out to be a huge mistake for you and your loved ones. There is a good chance that like most people across the United
- [The Value of Understanding Competency Grounds for Challenging a Will](https://www.oconnelllawgroup.com/value-understanding-competency-grounds-challenging-will/) - Any heir or beneficiary has the right to challenge or contest your will. This means that he or she is arguing that there is one reason or another why the will should not be classified as legally valid in a probate sense. An individual coming forward to contest the will has the responsibility of
- [Estate Planning, Investing, and Retirement Planning Are All Struggles for American Citizens](https://www.oconnelllawgroup.com/estate-planning-investing-retirement-planning-struggles-american-citizens/) - The annual survey put out by Hearts & Wallets identified that in a survey of more than 5,000 adults, individuals who are in their late career or pre-retirement and believe they will be retiring in the next 5 years have issues with retirement planning, investing and estate planning. More than half of these individuals
- [Tips for Selecting an Executor for Your Estate](https://www.oconnelllawgroup.com/tips-selecting-executor-estate/) - Your executor, now called a personal representative in Massachusetts, is the individual responsible for settling any debts that you have, paying any taxes associated with your estate, and carrying out the instructions you lay out in your will. There are three recommended traits that you need to consider when selecting the right personal representative for
- [Top Reasons Why You Need to Consider Hiring an Attorney to Help You Write Your Will](https://www.oconnelllawgroup.com/top-reasons-need-consider-hiring-attorney-help-write-will/) - It can be tempting to think that it's easy enough to download a document from the worldwide web and fill it out with your unique information. This, however, does not guarantee that your will is actually valid and could end up doing more harm than good. For example, if it's not in line with your
- [Bill’s Blog: Michelle Boiardi, Visiting Angels, Boston Area,  “Other Ways to Deal with Dementia”](https://www.oconnelllawgroup.com/bills-blog-michelle-boiardi-visiting-angels-boston-area-ways-deal-dementia/) - Michelle, whose career includes more than a decade of working in the “memory units” of assisted living communities, recently joined the Boston area’s Visiting Angels” to advise staff, home health aides, and families on ways to care for people with dementia in their own homes. She brought that experience and significant knowledge to bear
- [When Should a Trust Be Added to an Existing Estate Plan?](https://www.oconnelllawgroup.com/trust-added-existing-estate-plan/) - When thinking about the importance of various estate planning documents, the one that come to mind most often is the will, but a trust can also be extremely beneficial for your overall estate planning goals. While a will is a basic document that will outline who will receive your property in the event that you
- [Biggest Reasons to Evaluate Your Estate Planning on a Regular Basis](https://www.oconnelllawgroup.com/biggest-reasons-evaluate-estate-planning-regular-basis/) - Many people forget the most important and final estate planning step, which is reviewing their materials on an annual, if not other regular basis. There are several primary reasons to do this and all can be accomplished with the help of an experienced estate planning attorney. One of the most important things you can do
- [Is It Time to Talk About Your Will with Your Loved Ones?](https://www.oconnelllawgroup.com/time-talk-will-loved-ones/) - Having a conversation with your loved ones about your will may be important for minimizing the chances of an argument down the line. It’s a good idea to pull aside the relevant individuals and have this chat, but you need to approach the subject carefully. When a parent passes away without having this conversation, his
- [Should You Name a Trust as a Beneficiary of Your IRA?](https://www.oconnelllawgroup.com/name-trust-beneficiary-ira/) - Inherited individual retirement accounts can be some of the most complex assets to deal with when someone is administering your estate. Federal law states that inherited IRAs for non-spouse beneficiaries are not necessarily protected from creditors, meaning that a beneficiary's creditors could claim they have the rights to access these funds left behind by you,
- [Make Sure You Have the Conversation with Your Spouse as Well as Your Aging Parents About Long Term Care and Estate Planning](https://www.oconnelllawgroup.com/make-sure-conversation-spouse-well-aging-parents-long-term-care-estate-planning/) - Summer might seem like the wrong time to have a serious conversation about money and estate planning issues, but it could also be the most relaxed opportunity you have to discuss this with your parents. Fidelity has just released a study on the topic of finance and family, identifying that the major retirement issues for
- [Are Your Beneficiary Designations All That Important?](https://www.oconnelllawgroup.com/beneficiary-designations-important/) - Your beneficiary designations on items such as your individual retirement account or your life insurance policy are critically important for the company to determine who should receive your benefits if something happens to you. Even though this is a pertinent detail of your estate planning, many beneficiary designations are often forgotten, mishandled or overlooked. Many
- [Five Important Steps to Take Before Getting Married](https://www.oconnelllawgroup.com/five-important-steps-take-getting-married/) - Before walking down the aisle and saying I do, there are several different steps you can take to set yourself off on the right foot in your new marriage. These five tips are essential for the engaged. Put Together a Budget A budget is essential especially if you are combining finances and living together for
- [Are You Making the Number One Estate Planning Mistake?](https://www.oconnelllawgroup.com/making-number-one-estate-planning-mistake-2/) - If you've done your due diligence to set up a meeting with an estate planning attorney, this is an important first step towards protecting your future. That being said, too many individuals fail to also keep their beneficiaries updated on a regular basis. Many different assets allow beneficiary designations such as pensions, life insurance, bank
- [Most Common Tools Used in the Estate Planning Process](https://www.oconnelllawgroup.com/common-tools-used-estate-planning-process/) - If you are finally ready to accomplish your estate planning but you are not sure what strategies or tools you need to help you, there are several common instruments that may be beneficial depending on your individual needs. These include a will, a living trust, a pre-nuptial agreement, a healthcare proxy, a living will, a
- [Are You Making the Number One Estate Planning Mistake?](https://www.oconnelllawgroup.com/making-number-one-estate-planning-mistake/) - If you've done your due diligence to set up a meeting with an estate planning attorney, this is an important first step towards protecting your future. That being said, too many individuals fail to also keep their beneficiaries updated on a regular basis. Many different assets allow beneficiary designations such as pensions, life insurance, bank
- [92 YEAR OLD SUMNER REDSTONE RULED COMPETENT TO CHANGE HEALTH CARE PROXY](https://www.oconnelllawgroup.com/92-year-old-sumner-redstone-ruled-competent-change-health-care-proxy/) - On May 9, 2016, Los Angeles Judge David Cowan interrupted what had been scheduled as a lengthy trial to rule that a videotaped deposition of Sumner Redstone, age 92, proved that he was mentally capable of replacing his 51 year old girlfriend, Manuela Herzer, as his Health Care Proxy. Ms. Herzer had contended that Mr.
- [The Benefits of Special Needs Trusts](https://www.oconnelllawgroup.com/benefits-special-needs-trusts/) - If you have a loved one who has special needs, then it is imperative that you consult with an estate planning attorney as soon as possible about all of your options. This is because individuals providing assistance to those with special needs have certain considerations that should be evaluated by a knowledgeable Massachusetts estate planning
- [Make Sure to Include Estate Planning in Your Spring Cleaning](https://www.oconnelllawgroup.com/make-sure-include-estate-planning-spring-cleaning/) - If you have already completed the general process of estate planning, when did you do so? Where are those documents stored? Does your family know where these documents are located? Estate planning is something that should be reviewed every year as well as when any major life event happens like a birth, death, divorce, or
- [Why Single Individuals Need Estate Planning, Too](https://www.oconnelllawgroup.com/single-individuals-need-estate-planning/) - It is a misconception that if you are single you do not need to be concerned with conducting your estate planning in Massachusetts. This is because the makeup of the society has changed significantly in the past several decades and single individuals should be just as concerned about planning ahead for their future as those
- [In Massachusetts, Is My Living Will the Same Thing as a Do-Not-Resuscitate Order?](https://www.oconnelllawgroup.com/massachusetts-living-will-thing-not-resuscitate-order/) - When preparing for estate planning, it’s easy to become confused by the numerous legal terms involved in this process. Your living will and a Do-Not-Resuscitate order are not the same thing, so read on to identify what makes each one unique. Your living will gives official guidance to an appointed authority agent known as your
- [Tips for Managing Finances During Your Golden Years](https://www.oconnelllawgroup.com/tips-managing-finances-golden-years/) - Ensuring that you have the appropriate assets set aside for your retirement is not just about caring for the day-to-day expenses or paying off your mortgage. It is also critical to think carefully about end of life care. It is not always easy to answer the pertinent questions surrounding quality end-of-life care but it is
- [What Lessons Can Be Learned from David Bowie's Estate?](https://www.oconnelllawgroup.com/what-lessons-can-be-learned-from-david-bowies-estate/) - David Bowie left a major mark on the music industry but he also left behind approximately $100 million to his family members, according to the BBC. While his will outlines that each of his children will receive 25% of the estate, his youngest child is not legally allowed to inherit money yet. Since his daughter,
- [Prince's Estate Teaches Important Lessons about Planning](https://www.oconnelllawgroup.com/princes-estate-teaches-important-lessons-planning/) - There is no doubt that Prince had clear intentions about the rights to his music. According to a 1996 interview in Rolling Stone Prince said, “If you don't own your masters, your master owns you." Unfortunately, however, it is coming to light that Prince did not have as much clarity with his own estate planning.
- [Obama’s Budget and Estate Taxes](https://www.oconnelllawgroup.com/obamas-budget-and-estate-taxes/) - You have probably read that President Obama submitted his final budget to Congress recently and that it was greeted by Republicans as ‘dead on arrival.’ We don’t want to get into a political discussion here but it should be noted that there are several proposals that have drawn wide bipartisan support and could resurface as
- [Purpose Prize Winners](https://www.oconnelllawgroup.com/purpose-prize-winners/) - For the last 10 years Encore.org (formerly Civic Ventures) has honored hundreds of people from around the world for their work in second careers. Encore, which is based in San Francisco and New York, is dedicated to encouraging, promoting and, in some cases, financing what it calls, “seconds acts for the greater good.” They focus
- [Life is Too Short](https://www.oconnelllawgroup.com/life-is-too-short/) - According to recent data from the Women’s Institute for Secure Data one third of the women who lose a spouse are under the age of 65. And yes, for over 100 years women have enjoyed longer life spans then men. Although, according to a Los Angeles Times story this has not always been the case.
- [Do I Have to Shovel My Walk?](https://www.oconnelllawgroup.com/do-i-have-to-shovel-my-walk/) - The morning after a light snow, a St. Paul, Minnesota man looked out his front window and noticed the walkway in front of his home and his neighbor’s was covered in white. Without a moment’s hesitation, the resident put on his coat and shoveled not only his own walk , but his neighbor’s. That fact
- [We Should all Plan Like David Bowie](https://www.oconnelllawgroup.com/we-should-all-plan-like-david-bowie/) - David Bowie, the iconic singer who passed away last month is gaining fame in financial circles for the steps he took in estate planning. Now, Bowie lived in England where laws governing inheritance are quite different from the United States, but what the singer did is a good lesson for anyone. Putting it simply, according
- [Updating Your Estate Plan in Light of “The New Paradigm”](https://www.oconnelllawgroup.com/updating-your-estate-plan-in-light-of-the-new-paradigm/) - A few weeks ago, The National Law Review ran a great explanation of what they call “the new paradigm” in estate planning. For many years, avoiding the federal estate tax — or at least minimizing one’s burden under the estate tax — was paramount among the estate planner’s goals. These days, it’s not so important.
- [Make Estate Planning Your New Year’s Resolution](https://www.oconnelllawgroup.com/make-estate-planning-your-new-years-resolution/) - We’re several weeks into the New Year, and studies show that most people have already abandoned their resolutions (or at least they will soon)! Well, it’s an A for effort, anyway. If you’re among those who’ve already thrown in the proverbial towel — or if you didn’t even get so far as making a resolution
- [How to Choose a Massachusetts Estate Planning Lawyer](https://www.oconnelllawgroup.com/how-to-choose-a-massachusetts-estate-planning-lawyer/) - Market Watch recently stepped up with great advice for its readers. Their tips are threefold: Create an estate plan. Do it now. Find a great attorney to help you. Those first two come down to your own initiative — all they require is that you pick up a phone. But, to borrow a phrase from
- [Court Rebukes Luminosity: Your Games Don’t Prevent Dementia](https://www.oconnelllawgroup.com/court-rebukes-luminosity-your-games-dont-prevent-dementia/) - Luminosity, the famous “brain game” company, has made a name for itself by claiming to sharpen your mind with online activities. The company has even claimed that a daily dose of those games could help you avoid Alzheimer’s disease and dementia. But can they really back up those claims? Apparently not. The FTC recently took
- [The 4 C’s: Why You Need An Estate Plan](https://www.oconnelllawgroup.com/the-4-cs-why-you-need-an-estate-plan/) - NerdWallet recently answered that age-old question — “Do I need a will?” — with a pithy but resounding, “Yes.” Of course, one-word answers haven’t convinced most Americans. Despite experts’ impassioned pleas, some 55% of adults in this country still don’t have so much as a will, let alone a trust or any of the other
- [Long-Term Care Awareness Month Exposed Some Problems](https://www.oconnelllawgroup.com/long-term-care-awareness-month-exposed-some-problems/) - November was Long-Term Care Awareness Month, and America’s media dutifully featured more long-term care coverage than we’d normally see in a given month. (Still, we dare say it’s far less coverage than you’d expect for a country in which 1 out of 4 people are providing unpaid long-term care to a loved one, and nearly
- [College Student Urges Her Peers Toward Advance Planning](https://www.oconnelllawgroup.com/college-student-urges-her-peers-toward-advance-planning/) - Here’s something unexpected — a college student making the case for estate planning for her fellow Millennials! Color us surprised. It’s no secret that most American adults are reluctant to think about the possibility of passing away unexpectedly. And no age group is less interested in the prospect of death or old age than those
- [How to Handle an Inheritance](https://www.oconnelllawgroup.com/how-to-handle-an-inheritance/) - Inheritances often come as a surprise, and an emotional surprise at that. Unlike most other gifts in life, inheritances arrive in the midst of sorrow and confusion. Knowing how to strategically and tactfully handle an unexpected inheritance can be a real challenge. U.S. News & World Report recently talked with one beneficiary who couldn’t bring
- [Lewy Body Dementia Is Frequently Misdiagnosed](https://www.oconnelllawgroup.com/lewy-body-dementia-is-frequently-misdiagnosed/) - That news took even Williams’ closest friends by surprise, in part because the actor had kept the diagnosis a secret and also because this particular form of the disease is so poorly understood. Dr. Angela Bentle, a geriatrics specialist with the Methodist Charlton Medical Center, recently sat down for a public-access interview to help people
- [Why More Unmarried Young People Are Making Estate Plans](https://www.oconnelllawgroup.com/why-more-unmarried-young-people-are-making-estate-plans/) - Adam Cooperman opened a technology consulting firm in New York City at age 33 — impressive for his youth by all accounts. He had no spouse and no children, but his small business success meant he had some assets to speak of. “If I have all these professional matters,” he told The New York Times this
- [Estate Planning and the Turkey Talk: How to Handle This Thanksgiving](https://www.oconnelllawgroup.com/estate-planning-and-the-turkey-talk-how-to-handle-this-thanksgiving/) - Some people look forward to Thanksgiving all year long — the cranberry, the pumpkin, the pie, the rare reunion with family members you love. for others, ‘tis the season of dread — awkward encounters with relatives you barely remember, labored small talk, and uncomfortable questions that border on the offensive. (Just remember: every family is
- [Most People Mistake Dementia For Old Age, A Costly Error](https://www.oconnelllawgroup.com/most-people-mistake-dementia-for-old-age-a-costly-error/) - We hear a lot about disease awareness this time of year, but relatively few of those efforts are focused on Alzheimer’s and dementia. It might be time to change that, if the results of a new study are any kind of a wakeup call. A research team at Trinity College Dublin recently found that 75%
- [Nursing Homes Are Getting Better But Still Need Improvement](https://www.oconnelllawgroup.com/nursing-homes-are-getting-better-but-still-need-improvement/) - There is a new generation of nursing homes in America, but they are only slowly changing the tide. For many decades now, the American nursing home has been regarded as a dismal place. But, according to a new story out of U.S. News & World Report, things are changing. Among the hallmarks of the next-generation
- [Most Federal Employees Aren’t Prepared for Long-Term Care Costs](https://www.oconnelllawgroup.com/most-federal-employees-arent-prepared-for-long-term-care-costs/) - Even though most senior citizens will eventually need some kind of extended care, only 3 out of every 10 federal employees have considered a plan for covering long-term care costs. This according to a new study conducted by Government Executive magazine. In fact, a full quarter of federal employees over 45 say they would currently
- [Some Astounding Long-Term Care Statistics](https://www.oconnelllawgroup.com/some-astounding-long-term-care-statistics/) - Morningstar, a popular publication from the renowned Chicago investment firm of the same name, recently culled together a list of “50 must-know statistics” from the world of long-term care.(For those who can’t access the latest data, you can find last year’s statistics, which chart similar numbers, in Morningstar’s archive.) Together, they paint a picture of
- [Elder Law & Estate Planning: Separate But Intertwined](https://www.oconnelllawgroup.com/elder-law-estate-planning-separate-but-intertwined/) - Lawyers tend to talk about elder law and estate planning as two separate areas of law. After all, that’s how most law firms divide up their practice areas. Some focus on the former, some on the latter, others on both. But the distinction isn’t always so tidy. Brad Reid, a scholar at the Dean Institute
- [A Look at a Few Common Trusts (And How They Help)](https://www.oconnelllawgroup.com/a-look-at-a-few-common-trusts-and-how-they-help/) - The Motley Fool recently issued a new article dispelling the myth that trusts are only for wealthy families with walk-in vaults and rivers of gold. The truth is that trusts have become an essential building block in today’s middle-class and working-class estate plans. View image | gettyimages.com Trusts can save everyone money, heartache, hassle, and
- [Forbes: Most Americans Don’t Understand Long-Term Care Realities](https://www.oconnelllawgroup.com/forbes-most-americans-dont-understand-long-term-care-realities/) - Forbes reports on a new study that shows that most Americans don’t know much about long-term care insurance and are simply ignoring the realities of what long-term care will cost them should they ever need it. View image | gettyimages.com “A newly-released survey shows just how conflicted Americans are about long-term care insurance,” Forbes says.
- [VA Tells Agent Orange Victims They’re Entitled to Benefits](https://www.oconnelllawgroup.com/va-tells-agent-orange-victims-theyre-entitled-to-benefits/) - Veterans Affairs offices all across the country, including right here in Massachusetts, are stepping up their efforts to help veterans who might have been exposed to Agent Orange many decades ago. Unfortunately, many veterans don’t know they were exposed to Agent Orange — or they don’t realize that the symptoms they’re experiencing can be traced
- [Music is Making a Big Difference in Dementia Treatment](https://www.oconnelllawgroup.com/music-is-making-a-big-difference-in-dementia-treatment/) - Even in the midst of a few discouraging headlines in recent weeks, with a new CBS report projecting a sharp rise in dementia over the next 20 years, there is some encouraging news — and it comes in the form of a song. View image | gettyimages.com Purple Angel Music is a company that records
- [New Bill Would Increase Accountability & Services at VA](https://www.oconnelllawgroup.com/new-bill-would-increase-accountability-services-at-va/) - The U.S. Senate is getting behind a bill that would apply new accountability measures to the U.S. Department of Veterans Affairs (VA) — much of it with bipartisan support. The VA, of course, has long been the subject of intense criticism among veterans’ advocates. In recent years, the firestorm has gotten even hotter
- [Death Taxes Not Quite So Dead](https://www.oconnelllawgroup.com/death-taxes-not-quite-so-dead/) - For the last few years, the rap on the estate tax is that unless you’re extremely wealthy, you don’t have to worry about it anymore. That’s true to some considerable extent. After all, the federal government has exempted most people making less than $5.43 million this year, and many states have gotten rid of or
- [Do Good Grades in School Indicate a Low Risk of Dementia?](https://www.oconnelllawgroup.com/do-good-grades-in-school-indicate-a-low-risk-of-dementia/) - They call it cognitive reserve — the idea that some people are able to compensate for failing parts of the brain (memory, for example) because they’ve strengthened other parts. View image | gettyimages.com The theory has been around for a while, and scientists know there is something to it… but how exactly does it relate
- [New Link Between Blood Pressure and Alzheimer’s](https://www.oconnelllawgroup.com/new-link-between-blood-pressure-and-alzheimers/) - For years, scientists have struggled to find the cause of Alzheimer’s and dementia. As it turns out, the answer might be elusive because there isn’t just one cause. Indeed, each week seems to bring a new headline with a new causal link. Earlier this month, we told you about the beneficial relationship between mental exercise
- [A Basic Breakdown of Medicaid for Massachusetts](https://www.oconnelllawgroup.com/a-basic-breakdown-of-medicaid-for-massachusetts/) - We talk a lot about elder law, elder care, and Medicaid on this website, and for many of our readers, those terms are part of everyday life. What if you’re a newcomer to the world of Medicaid, though? Or maybe you’re a family member trying to learn a little more so you can help an
- [An Outfit That Ages You 30 Years: Fashion Foible or Tech Marvel?](https://www.oconnelllawgroup.com/an-outfit-that-ages-you-30-years-fashion-foible-or-tech-marvel/) - If Joan Rivers taught us anything before she passed away, it’s that fashion matters. The right outfit can be slimming or swelling, flattening or flattering, gaudy or gorgeous. Your wardrobe can even affect how young you look. But what about how old you feel? As it turns out, there’s a new kind of suit that
- [Maybe Old Age Needs a New Marketing Manager](https://www.oconnelllawgroup.com/maybe-old-age-needs-a-new-marketing-manager/) - “Old age” isn’t a phrase that gets anyone excited, but maybe that’s just the phrase’s fault. View image | gettyimages.com In a compelling new editorial, the Daily Telegraph says that modern aging is in desperate need of a marketing makeover. We hear so much about 60 becoming the new 40, after all, but everyone still
- [Seniors’ Advice Needs Are Changing: Less Recreation, More Care](https://www.oconnelllawgroup.com/seniors-advice-needs-are-changing-less-recreation-more-care/) - We recently came across an interesting article written specifically for financial advisors. It’s an industry article that encourages those professionals to brace themselves for a major change in their trade. Investment News magazine reports that most of the advisors they talk to are primarily interested in the IRA rollover market these days. Their clients are
- [Senate Refuses To Extend Veterans Benefits To Same-Sex Families](https://www.oconnelllawgroup.com/senate-refuses-to-extend-veterans-benefits-to-same-sex-families/) - Earlier this month, the United States Senate rejected a measure that would have extended veterans benefits to some same-sex married couples. The proposal, which would have amended existing federal rules on the subject, missed the mark by just seven votes. View image | gettyimages.com Unfortunately, many of the news reports on the issue have created
- [Applying For Medicaid Can Be Tough](https://www.oconnelllawgroup.com/applying-for-medicaid-can-be-tough/) - Medicaid is an essential part of healthcare and life planning for America’s elderly, but getting signed up is vastly more complicated than most first-timers anticipate. That’s true whether you’re applying for yourself or for an aging parent. View image | gettyimages.com Of course, those who’ve dealt with government applications in the past are probably unsurprised
- [Twenty-Five Percent of America’s Nursing Homes Harbor MRSA](https://www.oconnelllawgroup.com/twenty-five-percent-of-americas-nursing-homes-harbor-mrsa/) - We turn to nursing homes when our loved ones need more constant or aggressive healthcare. It’s horrifying to think, then, that the nursing home might be the place they contract a potentially life-threatening infection. And yet a startling new study finds that more than a quarter of U.S. nursing homes harbor MRSA. View image |
- [Robin Williams’ Will: No Exploitation of His Image for 25 Years](https://www.oconnelllawgroup.com/robin-williams-will-no-exploitation-of-his-image-for-25-years/) - Don’t look for a Robin Williams hologram at next year’s Oscars. Who can forget the dancing Michael Jackson hologram at last year’s Billboard Music Awards? Or Celine Dion’s “American Idol” duet with a posthumous Elvis? Or the recent Audrey Hepburn commercial for Dove chocolates? The advertising and entertainment industries love a good resurrection. But they
- [Older People Really Do Have Wiser Minds!](https://www.oconnelllawgroup.com/older-people-really-do-have-wiser-minds/) - From the time we’re toddlers, we’re taught to respect our elders. We seek their advice and listen as they regale us with stories from olden times. There’s something about their insight and perspective that we just can’t find anywhere else. View image | gettyimages.com As it turns out, that old illusion of “elderly wisdom” is
- [Doctors and Hospitals Sometimes Ignore Advance Directives](https://www.oconnelllawgroup.com/doctors-and-hospitals-sometimes-ignore-advance-directives/) - Advance directives have been a popular part of estate planning since at least 1990, when Congress passed the Patient Self-Determination Act. Since then, Americans have only grown stronger in their sentiment that they should decide for themselves what kind of treatment they’ll receive in the face of terminal illness. View image | gettyimages.com Advance directives
- [Bad News at the VA: A Roundup of Recent Veterans Affairs Scandals](https://www.oconnelllawgroup.com/bad-news-at-the-va-a-roundup-of-recent-veterans-affairs-scandals/) - It’s been a tough couple of months for the Department of Veterans’ Affairs (VA). Politico, Forbes, the New Jersey online syndicate, and countless other outlets published stinging indictments of the VA, tackling a wide range of issues. News organizations even began running articles about how much bad news accumulated at the VA in the month
- [Preventing Dementia Might Be Easier Than You Think](https://www.oconnelllawgroup.com/preventing-dementia-might-be-easier-than-you-think/) - Nothing scares us more than dementia. Increasingly, studies find that people fear Alzheimer’s and other such illnesses more than cancer, heart disease, auto accidents, or any other leading cause of death. Undoubtedly, that shift in the cultural anxiety is due in part to a decrease in the rate of cancer and cardiovascular death. But there’s
- [Does Harper Lee Really Want Her Second Novel Published?](https://www.oconnelllawgroup.com/does-harper-lee-really-want-her-second-novel-published/) - At nearly ninety years old, Harper Lee is considered one of the greatest living authors in the world, even though she’s only written one book — until now. View image | gettyimages.com To Kill a Mockingbird, which Lee released in 1960, won widespread acclaim and a Pulitzer price. The book is regarded as not only great
- [Only the Lonely Retire Unhappily](https://www.oconnelllawgroup.com/only-the-lonely-retire-unhappily/) - Companionship can make all the difference. Studies show that people who live their lives in close contact with others — whether a spouse or a group of friends — are generally happier, more productive, and more fulfilled. That’s true both before and after retirement. View image | gettyimages.com But keeping close ties becomes more challenging
- [Death by Old Age: Doctors Say “Huh?”](https://www.oconnelllawgroup.com/death-by-old-age-doctors-say-huh/) - How many times have you heard someone say that they’d prefer to simply die of old age? Of all the ways to die, “old age” sounds the most peaceful, and there is a quiet kind of dignity about it. But medically, that diagnosis doesn’t have any real meaning. In a new Business Insider report, doctors
- [Nursing Homes Must Now Work Harder to Get a Good Grade](https://www.oconnelllawgroup.com/nursing-homes-must-now-work-harder-to-get-a-good-grade/) - If Medicare were a classroom, nursing homes would earn an “easy A.” Or that’s how it used to be, at least. But now a brand-new rule is changing all that, and America’s mistreated seniors stand to benefit. View image | gettyimages.com Under the old Medicare rating system, nursing homes were assigned scores of up to
- [For Retirement, “Where” Might Mean More Than “When”](https://www.oconnelllawgroup.com/for-retirement-where-might-mean-more-than-when/) - When it comes to retirement planning, most people’s focus is on when and how to do it — or whether they really want to retire at all. But The New York Times is shining a light on a question that might matter even more — where do you want to retire? View image | gettyimages.com The
- [Divorce Means a Split for Couples and Their Estate Plans](https://www.oconnelllawgroup.com/divorce-means-a-split-for-couples-and-their-estate-plans/) - From a legal perspective, divorce is an onerous process. From discovery and negotiation to alimony and custody, couples often emerge beleaguered and ready to give the formalities a rest. View image | gettyimages.com That’s understandable. But as The Wall Street Journal points out, there’s at least one more step that recent divorcées need to take: estate
- [Choosing the Wrong Personal Representative for a Will Could Cost Millions](https://www.oconnelllawgroup.com/choosing-the-wrong-executor-personal-representative-for-a-will-could-cost-millions/) - We always stress the importance of choosing the right personal representative for a Last Will and Testament. The ideal candidate is someone impartial, capable, trustworthy, and fair. It isn’t a decision to make lightly. View image | gettyimages.com Why not? Well, consider this story from Forbes. The cast of characters, as they put it, includes:
- [Book Review: Me Before You](https://www.oconnelllawgroup.com/book-review-me-before-you/) - Some novels are designed merely to entertain. Others shed light on the human con-dition and, particularly, how we face challenges, such as disability and death. JoJo Moyes’ novel1 artfully presents the narrowing choices faced by a once vibrant “king of the world” (born to wealth and all the privileges that accords, gifted in other ways,
- [Don’t Assume Your Estate Plan is All Set](https://www.oconnelllawgroup.com/dont-assume-estate-plan-set/) - So, you have your estate plan in place. If you did it more than a few years ago, have you reviewed it? Does it still make sense for your needs? Are your accounts and beneficiary designations correct? Take some time to double-check and actually schedule a time to talk with your estate planning attorney to
- [A 2015 New Year’s Resolution – Finally Get Your Estate Plan Done](https://www.oconnelllawgroup.com/2015-new-years-resolution-finally-get-estate-plan-done/) - It's that time of year again - time to make your New Year's resolutions! Consider doing or updating your estate plan as a New Year's resolution for 2015. Here are the reasons why you should get your estate planning done this year. Why should you do an estate plan? 1) Probate Avoidance: With no estate
- [MEDICARE BENEFIT FOR SKILLED NURSING CARE CAN CONTINUE EVEN AFTER “PLATEAU”](https://www.oconnelllawgroup.com/medicare-benefit-skilled-nursing-care-can-continue-even-plateau/) - Medicare pays for the first 90 days of hospitalization for a single benefit period (either a single hospitalization or a series of hospitalizations for the same illness). 42 U.S.C. §1395d. Medicare beneficiaries are entitled to an additional 60 “lifetime reserve” days which can be used only once in a lifetime to cover any additional days.
- [Understanding a Pour-Over Will](https://www.oconnelllawgroup.com/understanding-pour-will/) - A Pour-Over Will is a type of Will that directs your assets to a trust that is separate from the Will. The reason for “pouring” assets from the Will over to a trust is so that the trust will direct what happens with your assets. Having your trust control the assets provides for potential tax
- [‘One-Stop Shopping’…The Estate Planner’s Way](https://www.oconnelllawgroup.com/one-stop-shoppingthe-estate-planners-way/) - My clients will tell you that I love the idea of ‘one-stop shopping’. So, how does ‘one-stop shopping’ tie in with estate planning? One of the major reasons for doing an estate plan is to make things as efficient and as smooth as possible if you should become incapacitated and upon passing. Having the proper
- [NAELA News October/November 2013](https://www.oconnelllawgroup.com/naela-news-octobernovember-2013/) - Legacies By William J. Brisk, CELA When you help clients define their own legacies, you can learn about the legacies you want to leave behind. We strive, as Elder Law attorneys, to enhance clients’ security and comfort. We also seek to maximize their autonomy. And, we work to see that their needs are met efficiently
- [New Year Resolutions For Any Time Of The Year: Do or Update Your Estate Plan](https://www.oconnelllawgroup.com/new-year-resolutions-for-any-time-of-the-year-do-or-update-your-estate-plan/) - Doing or updating your estate plan should be one of the things on your list no matter what time of year it is. Why though? This article will describe the many reasons for adding this as one of your todos for 2013. Why should you do an estate plan? 1) Probate Avoidance: With no estate
- [Some Implications for Co-Ownership of Real Property from an Estate Planning Perspective](https://www.oconnelllawgroup.com/some-implications-for-co-ownership-of-real-property-from-an-estate-planning-perspective/) - It may sound like a great idea to trans- fer your home or vacation home to your children’s names so that the property isn’t subject to Medicaid or estate taxes. But before you do this, it is important to sit down and really think it out. Are there any pitfalls in doing this? Is there
- [Why is Doing a Will Important ?](https://www.oconnelllawgroup.com/why-is-doing-a-will-important/) - Intestacy and the New Massachusetts Uniform Probate Code By Tiffany A. O’Connell, Esq., LLM With the full enactment of the Massachusetts Uniform Probate Code (MUPC), G.L. c. 190B, on March 31, 2012, the legal community has been abuzz with how to administer estates under the new law . The MUPC was enacted i n order
- [Funding Your Client’s Publicly Traded Stocks, Bonds and Investment Accounts](https://www.oconnelllawgroup.com/funding-your-clients-publicly-traded-stocks-bonds-and-investment-accounts/) - This article is a continuation of a series of “how tos” for funding various types of assets. The scope of this article will review how to fund publicly traded stocks, bonds and investment accounts to a client’s revocable living trust. Stock If your client has a stock certificate, the stock can be transferred to the
- [Funding Your Client's Cash Accounts](https://www.oconnelllawgroup.com/funding-your-clients-cash-accounts/) - We have been taught as attorneys to prepare and execute well-designed and effective estate planning documents for clients. But once the ink has dried, does the client have an estate plan that works for them? I respectfully submit that they do not. An estate plan does not properly work for the client until the client’s
- [How Much Does Estate Planning Cost in Massachusetts?](https://www.oconnelllawgroup.com/how-much-does-estate-planning-cost-massachusetts/) - Learn what estate planning costs in Massachusetts, why fees vary, and how to choose the right plan for your family.
- [How Can Alzheimer’s Impact Your Legal Capacity?](https://www.oconnelllawgroup.com/how-can-alzheimers-impact-your-legal-capacity/) - Realizing that a loved one has developed Alzheimer’s often sends shockwaves throughout the family. There are many unique issues that need to be addressed, from daily care to whether or not the condition will progress quickly. An often-overlooked aspect is how to handle estate planning documents when your loved one still has some legal capacity
- [Questions to Ask Before Selecting a Nursing Home or Assisted Living Facility for an Alzheimer’s Patient](https://www.oconnelllawgroup.com/questions-to-ask-before-selecting-a-nursing-home-or-assisted-living-facility-for-an-alzheimers-patient/) - If your parent has recently been diagnosed with Alzheimer’s or dementia, you have a lot of factors to consider going forward. If you or other family members are unable to step in and provide the necessary day-to-day care for your loved one when it becomes needed, it is important to think in advance about the
- [What Most People Misunderstand About Younger Individuals with Dementia](https://www.oconnelllawgroup.com/what-most-people-misunderstand-about-younger-individuals-with-dementia/) - Unfortunately, Alzheimer’s and dementia related conditions can affect people of any age. Although they are certainly more common with older people, there are indications from recent studies that there are thousands of people who have early onset dementia at any point in time. Early onset dementia refers to the symptoms of dementia that occur prior
- [How Can We Manage Behavioral and Personality Changes Due to Alzheimer’s?](https://www.oconnelllawgroup.com/how-can-we-manage-behavioral-and-personality-changes-due-to-alzheimers/) - Alzheimer’s disease can have a significant impact not just for the diagnosed patient but for your entire family. Alzheimer’s disease can lead to a variety of different types of physical and emotional outcomes for the patient and it's important to recognize how you can best respond to these. Alzheimer’s disease essentially causes brain cells to
- [Be Aware of the Dangers of Financial Exploitation with an Alzheimer’s Patient](https://www.oconnelllawgroup.com/be-aware-of-the-dangers-of-financial-exploitation-with-an-alzheimers-patient/) - Unfortunately, older adults in the United States are especially susceptible to scams and financial exploitation. They are often targeted with a variety of different types of fraud all designed to take away the financial resources that person has accumulated over the course of their lives. As you plan to adjust your life or the care
- [Protect Your Children by Planning for Your Estate](https://www.oconnelllawgroup.com/protect-your-children-by-planning-for-your-estate/) - As a parent, it's one of your primary goals to protect your children as much as you can. Unfortunately, far too many parents overlook the aspects of estate planning that should be considered as part of this overall view on protection. Inappropriate planning can lead to devastating consequences for your loved ones and proper planning
- [How to Use a Personal Property Memorandum with Your Will](https://www.oconnelllawgroup.com/how-to-use-a-personal-property-memorandum-with-your-will/) - When you sit down to create your will, this is probably driven primarily by your desire to decide who will be appointed as the guardian for your minor child and who will receive your property when you pass away. Part of this decision-making process, however, is about how much detail you intend to go into
- [What Are the Three Stages of Dementia?](https://www.oconnelllawgroup.com/what-are-the-three-stages-of-dementia/) - A dementia diagnosis might look different from one person to another, including the progression to various stages. There are three primary stages of Alzheimer’s and this is important for you as a family member to recognize the early signs and symptoms and to understand the value of incorporating appropriate estate planning when you can. The
- [Why Does Hiring the Right Estate Planning Attorney Make a Difference in Reducing Family Friction?](https://www.oconnelllawgroup.com/why-does-hiring-the-right-estate-planning-attorney-make-a-difference-in-reducing-family-friction/) - Discussions around mortality and estate planning are difficult to start with but if you don't have the right estate planning lawyer guiding you through that process it can be made unnecessarily difficult. Scheduling a consultation with the right estate planning lawyer can help you to identify the steps that you need to take and open
- [Creating a Lasting Legacy for Causes and People You Care About](https://www.oconnelllawgroup.com/creating-a-lasting-legacy-for-causes-and-people-you-care-about/) - Careful planning now when it comes to your estate can go a long way towards establishing your goals and ensuring that your wishes and desired philanthropic causes are supported later in life and in future generations. What’s your legacy? What do you hope that other people remember about you when you’re not around? One of
- [Does an Alzheimer’s Patient Need In-Home Care?](https://www.oconnelllawgroup.com/does-an-alzheimers-patient-need-in-home-care/) - When a loved one has been diagnosed with Alzheimer’s and you have questions about how to proceed, there is no doubt that putting a loved one in a nursing home can be a very difficult position and this is why more and more family members are thinking about relative options for using in-home care. If
- [Saving a Loved One from Challenges After You Pass Away](https://www.oconnelllawgroup.com/saving-a-loved-one-from-challenges-after-you-pass-away/) - One of the most common reasons that people neglect the estate planning process is because they don't wish to discuss the topic of death. It can certainly feel morbid and very difficult to talk to your loved ones about what might happen if you are no longer around but it can simultaneously be one of
- [An Attorney Needs to Review Your POA Document](https://www.oconnelllawgroup.com/an-attorney-needs-to-review-your-poa-document/) - Has a person you know asked you to execute a power of attorney naming that individual as your agent? Make sure that you don't sign this document without first having your own estate planning attorney to review it. Although this is a very popular legal tool and one that you should certainly have in your
- [When Do Most People Show Signs of Alzheimer’s?](https://www.oconnelllawgroup.com/when-do-most-people-show-signs-of-alzheimers/) - It is imperative that you have an established estate and elder law plan before being diagnosed with a mental condition. It can be difficult to prove that the documents have been executed in a legally valid manner if the person is classified as incompetent under the law. This makes it important to understand the potential
- [Avoiding Claims of Undue Influence in Your Estate Planning](https://www.oconnelllawgroup.com/avoiding-claims-of-undue-influence-in-your-estate-planning/) - An allegation of undue influence can greatly slow down the probate process and make it more challenging for your intended heirs to receive the assets that you wanted them to have. There are a few best practices to have in mind when sitting down with your local estate planning lawyer to discuss how to avoid
- [How to Start Estate Planning with Beneficiaries and a Will](https://www.oconnelllawgroup.com/how-to-start-estate-planning-with-beneficiaries-and-a-will/) - You might have already completed some of the estate planning process without realizing. If you have a retirement savings account or a 401(k), you've probably already established a beneficiary designation form. This gives instructions to the company about who is eligible to receive the assets inside this account if something happens to you. Beneficiary designations
- [Retiring in Massachusetts? Match Your Plans with Your Estate Goals](https://www.oconnelllawgroup.com/retiring-in-massachusetts-match-your-plans-with-your-estate-goals/) - Are you planning to retire in Massachusetts in the next few years? It’s a good reason to set aside some time for a chat with an MA estate planning lawyer to discuss how your estate and retirement plan align. Unfortunately, Massachusetts has earned somewhat of a reputation for being an unappealing state of residency for
- [Assisted Living Options: What Is a Private Apartment?](https://www.oconnelllawgroup.com/assisted-living-options-what-is-a-private-apartment/) - When it comes to assisted living options, there are several different kinds of ways that you can move an elderly loved one into a facility that allows them to live an independent lifestyle while still getting the support that they need. One such example is a private apartment. Many assisted living facilities all over the
- [Do You Really Need to Revise Your Estate Plan?](https://www.oconnelllawgroup.com/do-you-really-need-to-revise-your-estate-plan/) - Revision of an estate plan can be an involved and comprehensive process depending on how many documents and strategies you'd already had created. If your estate planning documents do not meet your current estate planning objectives or if there have been significant changes in the state or federal landscape since you last updated these materials,
- [Is Irrevocable the Right Way to Go with Life Insurance in a Trust?](https://www.oconnelllawgroup.com/is-irrevocable-the-right-way-to-go-with-life-insurance-in-a-trust/) - Do you have a life insurance policy? If not, this might become an important aspect of your estate plan as it provides for a seamless transfer of policy benefit payouts to your chosen beneficiaries. Unlike many probated assets, life insurance is handled outside of the courts when it comes to transferring the funds to your
- [Your Guide to Creating a Living Trust in Massachusetts](https://www.oconnelllawgroup.com/your-guide-to-creating-a-living-trust-in-massachusetts/) - If you are thinking about creating a living trust, this is an excellent tool in Massachusetts for allowing you to move assets inside a trust that can then be accessed or used by you during your lifetime. This provides great flexibility, but it’s important that the trust be created well and funded properly so that
- [Your Guide to Creating a Living Trust in Massachusetts](https://www.oconnelllawgroup.com/your-guide-to-creating-a-living-trust-in-massachusetts-2/) - If you are thinking about creating a living trust, this is an excellent tool in Massachusetts for allowing you to move assets inside a trust that can then be accessed or used by you during your lifetime. This provides great flexibility, but it’s important that the trust be created well and funded properly so that
- [Should You Discuss Financial or Estate Concerns with Your Family?](https://www.oconnelllawgroup.com/should-you-discuss-financial-or-estate-concerns-with-your-family/) - It can be difficult to have conversations around money with your family but the recent pandemic might have already highlighted this within your own family in giving you a roadmap for how to proceed. Having these more intimate financial discussions can help clear up areas of confusion and when done properly, can bring your family
- [Should We Be Worried About Estate Tax Changes Under A New Administration?](https://www.oconnelllawgroup.com/should-we-be-worried-about-estate-tax-changes-under-a-new-administration/) - It is not unusual to have at least some tax law changes when a new administration takes over. We’ll focus here on potential estate tax changes that may happen under President-Elect Biden’s administration. Under the Tax Cuts and Jobs Act of 2017 (TCJA), the federal estate tax threshold is at $11.58M (for 2020) and $11.7M
- [O’Connell Law LLC Named a 2020 Law Firm 500 Honoree](https://www.oconnelllawgroup.com/oconnell-law-llc-named-a-2020-law-firm-500-honoree/) - For Fastest Growing Law Firms in the U.S. Over the past 10-years, our team at O’Connell Law, has been dedicated to providing excellence in customer service resulting in many happy clients. In doing so, our commitment and focus has taken us on a fabulous journey of growth – both personally and for our business. We
- [These Are Some Of My Favorite Things….](https://www.oconnelllawgroup.com/these-are-some-of-my-favorite-things/) - I was late this year in putting up our holiday decorations. It wasn't because I was too busy or was away, I just wasn't in the mood. Without the usual festivities and being with family, it wasn't on the top of my list. In fact, it wasn't on my list to do – I was
- [Have You Discussed Incapacity Documents with Your Family This Holiday?](https://www.oconnelllawgroup.com/have-you-discussed-incapacity-documents-with-your-family-this-holiday/) - Holidays look different in 2020, meaning that many people are taking this opportunity to keep their loved ones updated virtually. It can be difficult to have conversations around estate planning regardless but it might be easier to broach these topics virtually, specifically when it comes to documents around potential incapacity. Estate planning incorporates a broad
- [What You Need to Know About Retiring in Massachusetts](https://www.oconnelllawgroup.com/what-you-need-to-know-about-retiring-in-massachusetts/) - Where you decide to retire has an impact on your ability to receive affordable long term care support, the taxes you'll pay and your overall lifestyle in retirement. That's why it's important to weigh the different states you are considering moving to or making your permanent residence carefully. Massachusetts is one such state that frequently
- [What Professionals Do I Need to Meet with In Creating My Estate Plan?](https://www.oconnelllawgroup.com/what-professionals-do-i-need-to-meet-with-in-creating-my-estate-plan/) - Tax and financial matters in planning your estate can become increasingly complex especially as you get older or accumulate more wealth. Certain professionals will offer the expertise, skills and support to help you create estate plans and it goes beyond having a relationship with an estate planning attorney. Some of the professionals that you'll need
- [What Does it Mean to Fund a Trust?](https://www.oconnelllawgroup.com/what-does-it-mean-to-fund-a-trust/) - If you’re reading this article, it’s because you already know that a trust can be a great tool for accomplishing the transfer of assets and supporting your estate plan. But setting up the trust in and of itself is only the first step- your trust can only execute your goals if it’s properly funded. A
- [Is It Time to Have an Estate Planning Talk with Your Parents?](https://www.oconnelllawgroup.com/is-it-time-to-have-an-estate-planning-talk-with-your-parents/) - More adult children than ever are dealing with the consequences of watching an older loved one struggle with cognitive issues. As a millennial, it's easy to overlook the estate planning process as being something that's top of mind for you but the pandemic has highlighted for many the importance of having proper estate planning documents
- [One of the Most Important Decisions You Can Make Is in Choosing a Guardian](https://www.oconnelllawgroup.com/one-of-the-most-important-decisions-you-can-make-is-in-choosing-a-guardian/) - Selecting a guardian for your loved one is one of most crucial aspects of estate planning for any parent. Leaving this up to the courts can add unnecessary stress and expenses to one of the most troubling times in your child's life. In legal terms, this person is referred to as a guardian. It can
- [When Should I Use a Limited Power of Attorney?](https://www.oconnelllawgroup.com/when-should-i-use-a-limited-power-of-attorney/) - A limited power of attorney can be used for a number of different situations in which you are unable to be present or take action for an event. There are a couple of different examples when a limited power of attorney in Massachusetts could be useful. The first of these is if you become physically
- [Is It Wise to Name More Than One Executor?](https://www.oconnelllawgroup.com/is-it-wise-to-name-more-than-one-executor/) - An executor or personal representative is the person who is appointed to manage aspects of your estate once you pass away. It can be very difficult to determine who to instill in this role, leading some to think that the right next step is to name more than one executor to their overall estate. This
- [How Long Does Probate Take in Massachusetts?](https://www.oconnelllawgroup.com/how-long-does-probate-take-in-massachusetts/) - The complexity of any individual estate will determine how long it takes to get through probate. The time necessary to probate a will in Massachusetts will depend on numerous factors, particularly how involved the Internal Revenue Service is with regards to settling or closing out an estate. You will want to be prepared to speak
- [Do You Have Loose Ends with Your Estate Plan?](https://www.oconnelllawgroup.com/do-you-have-loose-ends-with-your-estate-plan/) - It is crucial to protect your finances, your family and yourself with a well drafted estate plan. Although it is advised that everyone over the age of 18 have a will that is properly drafted, fewer than one third of Americans actually have an estate plan in place. The event of your unexpected passing can
- [Study Discovers Impacts of Pandemic and Retirement Saving on Women](https://www.oconnelllawgroup.com/study-discovers-impacts-of-pandemic-and-retirement-saving-on-women/) - A recent study has found that many women have been severely impacted by the pandemic. However, investment levels for female investors contributing to their workplace retirement accounts increased dramatically and hit record levels in the last quarter of 2020. In fact, the average 401(k) savings rate for women in the last quarter of the year
- [How Is Incapacity Evaluated in MA?](https://www.oconnelllawgroup.com/how-is-incapacity-evaluated-in-ma/) - Incapacity is an important term as it relates to estate planning. The existence of a power of attorney enables you to authorize someone else to make medical decisions on your behalf if you are incapacitated and unable to do so. Many estate planning instruments like this become active when the person who created it becomes
- [Tips for Advanced Planning for a Person with Dementia](https://www.oconnelllawgroup.com/tips-for-advanced-planning-for-a-person-with-dementia/) - The rate of decline in dementia can make it very difficult to accomplish your estate planning outline and strategies once your diagnosis has already progressed. The tips in this article should give you some insight over how you can plan well and advance in the early stages of when someone appears to be showing the
- [What Are ADLs & What Do They Have to Do with Long Term Care?](https://www.oconnelllawgroup.com/what-are-adls-what-do-they-have-to-do-with-long-term-care/) - If you or a loved one is in the process of attempting to qualify for long term care support in Massachusetts, there will be several different terms with which you'll need to become familiar. One of these is ADLs. ADLs refer to activities of daily living and the evaluation of these ADLs can help you
- [Reasons to Use a Memorandum of Trust](https://www.oconnelllawgroup.com/reasons-to-use-a-memorandum-of-trust/) - If you've chosen to create a revocable living trust as part of your estate plan, this affords a great deal of privacy, which can be amplified by creating a memorandum of trust. This memorandum is a synopsis of the entire trust document which allows assets to be transferred inside the trust while also preserving the
- [Can I Avoid Adult Guardianship by Establishing a Trust?](https://www.oconnelllawgroup.com/can-i-avoid-adult-guardianship-by-establishing-a-trust/) - One of the most powerful ways to avoid a court supervised guardianship if you were to become mentally incapacitated is to create and fund a revocable living trust. It's important to recognize that the person installed in the role of guardian is not the same as a guardian although a person who is mentally incapacitated
- [What is Breach of Fiduciary Duty?](https://www.oconnelllawgroup.com/what-is-breach-of-fiduciary-duty/) - An executor (formally known as a personal representative in Massachusetts) is a person appointed to handle the administration of your estate. When they violate specific laws or ethical considerations this may count as a breach of fiduciary duty. A breach of fiduciary duty dispute occurs when a person who is responsible for managing a will,
- [What If a Personal Representative Does Not Want to Serve in an Estate?](https://www.oconnelllawgroup.com/what-if-a-personal-representative-does-not-want-to-serve-in-an-estate/) - If you have been named as the executor of another person's estate this does not mean that you must serve as the personal representative. You have a choice about being appointed in this role and since the court does still need to appoint you, it's a good idea to get legal counsel and discuss what
- [Should I Choose an Executor Outside of My Family?](https://www.oconnelllawgroup.com/should-i-choose-an-executor-outside-of-my-family/) - A lot goes into the process of serving as an estate executor in Massachusetts (formally known as a personal representative), so you need to be clear about the person you select to serve in this role and make sure you've selected the right individual for the job. There are three primary factors you should be
- [Why You Need to Avoid Last Minute Estate Planning](https://www.oconnelllawgroup.com/why-you-need-to-avoid-last-minute-estate-planning/) - Most people want to put off any conversations or tasks related to their own immortality or potential incapacity. While this is a natural response for plenty of people, it's a dangerous one that could leave you or your loved ones at risk of facing unnecessary challenges. Last minute estate planning puts you and your loved
- [What Is a Dementia Health Care Directive?](https://www.oconnelllawgroup.com/what-is-a-dementia-health-care-directive/) - Durable powers of attorney for health care are an important component of your estate plan and can be very useful. However, the unique impacts of brain decay associated with dementia can make it all the more important to specifically consider a health care directive for this purpose. Someone who is non-responsive and completely bed ridden,
- [Who Can Become Legal Guardian of an Incapacitated Person in Massachusetts?](https://www.oconnelllawgroup.com/who-can-become-legal-guardian-of-an-incapacitated-person-in-massachusetts/) - Not everyone who wishes to serve in the important role of guardian for an incapacitated person can necessarily become one. This is because in Massachusetts guardians must be appointed by the probate and family court. Guardianship is not automatically applied to the parent of an incapacitated adult. A temporary guardian could be appointed if it
- [What Is the Real Financial and Emotional Cost of Caregiving?](https://www.oconnelllawgroup.com/what-is-the-real-financial-and-emotional-cost-of-caregiving/) - Caregiving has become a common topic of conversation among adult children who are now taking care of their elderly loved ones. When someone has had a decline in cognitive or physical ability, the first reaction is often to leverage family members or friends to ensure that this person's safety is not compromised while still allowing
- [How to Protect a Loved One from Identity Theft After Their Death](https://www.oconnelllawgroup.com/how-to-protect-a-loved-one-from-identity-theft-after-their-death/) - Did you know that recently deceased people are very high targets for exploitation after they pass away? This might come as a surprise as a family member or close friend of a deceased person as you are navigating all of the complexities of working through your own grief and potentially even your role in their
- [What Three Factors Make the Elderly Most Exposed to Financial Exploitation?](https://www.oconnelllawgroup.com/what-three-factors-make-the-elderly-most-exposed-to-financial-exploitation/) - Unfortunately, far too many elderly people are exposed to financial exploitation every year. This problem is likely to get worse, which is why the government and family members are increasingly concerned about the possibility of exploitation. There are three primary sets of factors that work that make elderly more likely to be associated with financial
- [How Does a Beneficiary Get Money from a Payable on Death Bank Account?](https://www.oconnelllawgroup.com/how-does-a-beneficiary-get-money-from-a-payable-on-death-bank-account/) - There are many different options when it comes to passing on your estate assets and many people will look for the simplest way to pass on assets to their loved one. In these circumstances a payable on death bank account is one streamlined way to allow a beneficiary in your estate to claim funds quickly.
- [10 Goals You Can Achieve with the Process of Estate Planning](https://www.oconnelllawgroup.com/10-goals-you-can-achieve-with-the-process-of-estate-planning/) - Estate plans do not fit a general rule of one-size-fits-all. Your goals will influence what kind of estate planning documents you'll need. If you have children, for example, you'll want to be sure to appoint a guardian and conservator. If you want to maintain control over assets after you pass, then you will want to
- [How to Do an Estate Planning Checkup](https://www.oconnelllawgroup.com/how-to-do-an-estate-planning-checkup/) - An estate planning checkup is your opportunity to review your life circumstances and the existing strategies and documents you've pulled together to protect your interests while you're alive and your assets after you pass away. Estate planning is essential to ensure that everything you have worked so hard to obtain and protect over your lifetime
- [How to Know When Someone Needs a Nursing Home](https://www.oconnelllawgroup.com/how-to-know-when-someone-needs-a-nursing-home/) - As a family member, one of the most difficult decisions you can ever make is when to place a loved one in a nursing home. This is because it’s very hard to remove someone’s independence from their life, and it’s especially challenging when you and this other person don’t agree that a nursing home is
- [What Dementia Caregivers Should Know About Burnout](https://www.oconnelllawgroup.com/what-dementia-caregivers-should-know-about-burnout/) - When your family member is diagnosed with dementia, there are many considerations and questions that must be answered as soon as possible. When immediate nursing care in the home or elsewhere isn’t an option, it’s family caregivers who fill the gap for dementia patients. Providing care for a loved one is an overwhelming experience no
- [What Makes Elder Law Different?](https://www.oconnelllawgroup.com/what-makes-elder-law-different/) - If you are concerned with the financial or health welfare of an older adult in your life or are interested in protecting this for yourself, you may need the services of an elder law attorney. Elder law is a focused area of the law that is specifically related to the legal needs of older adults.
- [Giving Someone Else Decision-Making Power Over Your Future](https://www.oconnelllawgroup.com/giving-someone-else-decision-making-power-over-your-future/) - Failing to plan is planning to fail, the old adage says, and unfortunately far too many people learn about the failures of their estate planning when it's too late. By choosing not to make a decision you are essentially outsourcing the decision making process to others, particularly the government. Disclaimer: This blog post is for
- [At What Age Should I Create a Will?](https://www.oconnelllawgroup.com/at-what-age-should-i-create-a-will/) - This common question is one that comes up because most people wait until they are much older to create a will. But creating a will now can help you and your loved ones in the event that the worst happens. No one wants to contemplate their own mortality but any person aged 18 or older
- [What Are Probate Fees in Massachusetts?](https://www.oconnelllawgroup.com/what-are-probate-fees-in-massachusetts/) - When you pass away and a loved one or a family friend is appointed in the role of handling the estate, probate fees might apply. Common fees associated with probate in Massachusetts include probate or administrator bonds, land survey accounting or appraisal fees, services provided by a probate lawyer, if hired, and personal representative compensation.
- [How Does Life Insurance Fit into An Evolving Estate Plan?](https://www.oconnelllawgroup.com/how-does-life-insurance-fit-into-an-evolving-estate-plan/) - Most people don't have life insurance or enough of it. In fact, over 30 million Americans do not have enough life insurance coverage, according to a study produced by LIMRA. In many cases, that average shortfall comes to over $200,000 but the gap is even bigger for people who earn a great deal of money.
- [Why State Law Controlling Your Assets Is a Problem](https://www.oconnelllawgroup.com/why-state-law-controlling-your-assets-is-a-problem/) - You might assume that you do not have enough assets to warrant the creation of an estate plan, but this can be very problematic thinking. The primary reason for this is because the state will determine what happens to your assets not you if you pass away without an estate plan. Who is entitled to
- [Why Do I Need to Document Health Care Wishes in Writing?](https://www.oconnelllawgroup.com/why-do-i-need-to-document-health-care-wishes-in-writing/) - There may come a point in time where you need medical care but are unable to speak for yourself. If you are incapacitated, it is important not only to name an agent who can make these decisions on your behalf based on your state's rules, but also that you have documented your specific health care
- [What Happens When a Caregiver Passes Away?](https://www.oconnelllawgroup.com/what-happens-when-a-caregiver-passes-away/) - It is very important to have an estate plan in place and to appoint the right people to make decisions on your behalf if you're unable to do so. When someone passes away, it is important to recognize that these estate planning documents can give a valuable roadmap to surviving family members. Older adults are
- [How Often Should You Review Your Will and Power of Attorney?](https://www.oconnelllawgroup.com/how-often-should-you-review-your-will-and-power-of-attorney/) - Most people think of estate planning as something that simply must be done. But the truth is that it's an activity that starts with an initial meeting with an estate planning attorney and should be evaluated every couple of years along with other major life events. If you let your estate plan sit for years
- [Six End-of-Life Care Documents Worth Putting in Your Estate Plan](https://www.oconnelllawgroup.com/six-end-of-life-care-documents-worth-putting-in-your-estate-plan/) - It’s not easy to think about making difficult decisions at the end of your life. But if you’re unable to speak for yourself, it becomes much more difficult for your loved ones to handle these questions, too. Meeting with an estate planning attorney often begins by completing a questionnaire or an inventory about things that
- [Do I Need to Choose a Specific Nursing Home with Dementia Care?](https://www.oconnelllawgroup.com/do-i-need-to-choose-a-specific-nursing-home-with-dementia-care/) - If you are helping a loved one make the difficult transition into a dementia care facility or a nursing home, there are many questions that must be answered early on in the process. It can be difficult to educate yourself about all of these key issues, but it is important to think about how the
- [What Do Nursing Homes Cost In Massachusetts?](https://www.oconnelllawgroup.com/what-do-nursing-homes-cost-in-massachusetts/) - Have you thought about the possibility of needing long term care to support you? If not, you may need the help of a Massachusetts Medicaid or elder lawyer to help you to create a custom plan. According to data, 17% of the state's 6.8 million residents who are over age 65 lived in nursing facilities
- [What's The Difference Between Estate And Non-Estate Assets?](https://www.oconnelllawgroup.com/whats-the-difference-between-estate-and-non-estate-assets/) - Understanding what you own and what you don't own as part of your estate is important for the purposes of estate planning. Certain assets pass outside of the probate or estate process, and you'll want to have appropriate plans in place to protect your loved ones for each type. Estate Assets Assets that are owned
- [Are You Sure Your Estate Plan Is Customized For Special Needs Beneficiaries?](https://www.oconnelllawgroup.com/are-you-sure-your-estate-plan-is-customized-for-special-needs-beneficiaries/) - Taking care of someone with special needs is complicated while you're still alive, but it becomes much more difficult if you don't have a documented plan for what happens to this beneficiary if something happens to you. Understanding Special Needs Trusts Estate planning should always be customized to individuals and their intended heirs and beneficiaries.
- [What You Need to Know About A Massachusetts Durable Power Of Attorney](https://www.oconnelllawgroup.com/what-you-need-to-know-about-a-massachusetts-durable-power-of-attorney/) - Naming someone else to make decisions on your behalf and take actions for you if you are unable to do so is a leading reason to create a power of attorney. A power of attorney document can help you to cover all of your bases if you become incapacitated and can no longer take these
- [Why Do I Need a Durable Power of Attorney?](https://www.oconnelllawgroup.com/why-do-i-need-a-durable-power-of-attorney/) - You may have heard of many different kinds of estate planning tools that can all be used to help you accomplish your goals. One of these is known as a durable power of attorney. A durable power of attorney can be extremely helpful in situations in which you are not able to do things on
- [When Do Health Care Estate Planning Documents Take Effect?](https://www.oconnelllawgroup.com/when-do-health-care-estate-planning-documents-take-effect/) - It can be important to document what kinds of care you want to receive and who is eligible to make decisions on your behalf if you are unable to do so. Your health care documents can take effect if your doctor determines that you lack the capacity to make your own health care decisions. Working
- [How Might The State Estate Tax In Massachusetts Impact You?](https://www.oconnelllawgroup.com/how-might-the-state-estate-tax-in-massachusetts-impact-you/) - Planning ahead for the future of your estate is important as it relates to your own retirement as well as what you hope to leave behind to your loved ones. When a state also assigns a state-level estate tax to your situation, you might need to make adjustments or consider advanced strategies to accomplish your
- [What To Do If You Cannot Afford Out of Pocket Services for A Special Needs Child?](https://www.oconnelllawgroup.com/what-to-do-if-you-cannot-afford-out-of-pocket-services-for-a-special-needs-child/) - A special needs child will eventually grow up, but may still rely on important government programs and other forms of assistance to survive and thrive. Someone who has severe impairments may incur significant costs for health care, upwards of $100,000 per year. Understanding Special Needs Trusts Depending on the level of a person's impairment, many
- [When Is Aging in Place the Right Fit for Your Elderly Loved One?](https://www.oconnelllawgroup.com/when-is-aging-in-place-the-right-fit-for-your-elderly-loved-one/) - If you are helping an older parent or other elderly family member make decisions about their care, it's very likely that they want to remain as independent as possible for as long as possible. Advantages of Aging in Place This is known as aging in place and means thinking carefully about whether or not leaving
- [Should You Serve as the Personal Representative of Someone's Will?](https://www.oconnelllawgroup.com/should-you-serve-as-the-personal-representative-of-someones-will/) - It can raise a lot of questions when a family member or friend invites you to be the personal representative of their will. They may assume that you are responsible, organized and capable of handling the fiduciary responsibility of managing their estate. This is an honor, but this is also a great deal of work.
- [Is a Living Will an Advanced Healthcare Directive?](https://www.oconnelllawgroup.com/is-a-living-will-an-advanced-healthcare-directive/) - If you’re just approaching estate planning for the first time, talk to an estate planning lawyer about important tools like a living will. Many people want to know if a living will is the same thing as an advanced healthcare directive. What Is a Living Will? A living will is a form of an advanced
- [Power Of Attorney May Be Your First Used Estate Document](https://www.oconnelllawgroup.com/power-of-attorney-may-be-your-first-used-estate-document/) - Most people think of the will as the cornerstone of their estate planning, but it is far more likely that you may need to activate a power of attorney document first. A durable general power of attorney is usually the document that your loved ones may need to take action if you are unable to
- [The Power of a Story, an Image, and Social Media By: Tiffany A. O’Connell](https://www.oconnelllawgroup.com/the-power-of-a-story-an-image-and-social-media-by-tiffany-a-oconnell/) - I quickly learned when I opened O’Connell Law in 2010 that marketing is needed to grow your practice so you can help more people. I didn’t learn about marketing in law school – As an attorney, shouldn’t those who need my help just know to reach out to me? Well, unless you let people know
- [Use Your Will To Name And Provide For Minor Children](https://www.oconnelllawgroup.com/use-your-will-to-name-and-provide-for-minor-children/) - You cannot simply leave assets behind to minor children and beneficiaries. This is because some beneficiaries, like children younger than 18, are considered too young to inherit. Making a Will This is why you need to use one of the most basic estate planning tools known as a will to help you accomplish your goals
- [What's the Difference Between an Immediately Effective and a Springing Power Of Attorney?](https://www.oconnelllawgroup.com/whats-the-difference-between-an-immediately-effective-and-a-springing-power-of-attorney/) - Creating a power of attorney gives you several different options in terms of the powers you'd like to give your agent, the person you choose to serve as an agent and when the power of attorney becomes active. Depending on your circumstances, you might lean one way or the other when creating this power of
- [What Estate Planning Goals Can We Achieve When Someone's Been Diagnosed With Alzheimer's Disease?](https://www.oconnelllawgroup.com/what-estate-planning-goals-can-we-achieve-when-someones-been-diagnosed-with-alzheimers-disease/) - The diagnosis of Alzheimer's disease can have far reaching ripple effects throughout your entire family. It raises many different questions, chief among them, who will help to take care of your loved one in the immediate future and what will happen to their assets after they pass away. Estate Planning for Alzheimer’s or Dementia is
- [Does Your College Plan Include An Estate Plan?](https://www.oconnelllawgroup.com/does-your-college-plan-include-an-estate-plan/) - Many people don't recognize the important connection between planning for college and setting up an estate plan. An estate plan is more than just determining what happens to your property after you pass away. An estate plan also includes important considerations about what happens during your life and answering questions such as: Do you have
- [Will vs. Living Will vs. Health Care Proxy: What to Know in MA](https://www.oconnelllawgroup.com/will-vs-living-will-vs-health-care-proxy-what-to-know-in-ma/) - When you meet with a qualified Massachusetts estate planning lawyer, you will discuss many documents and tools that can help you to accomplish your estate planning goals. The support of an attorney helps you walk through this process and understand which strategies and planning opportunities are most appropriate for your individual situation. Living Will A
- [How to Minimize Stress on Your Family in The Estate Planning Process](https://www.oconnelllawgroup.com/how-to-minimize-stress-on-your-family-in-the-estate-planning-process/) - Estate planning is not just about you. It's easy to put this on the backburner and forget about it as an important activity when you're only thinking about an estate that you believe is relatively small or simple, but the truth is that estate planning is about so much more. It's about the legacy you
- [What Doesn’t Belong in a Massachusetts Will?](https://www.oconnelllawgroup.com/what-doesnt-belong-in-a-massachusetts-will/) - A will is one of the most important and basic estate planning documents for many people. It makes a lot of sense to create a will if you own any property or are concerned with making sure you have named a party for any minor children to be cared for after you pass away. Myths
- [Study Shows Gen Z Is Prioritizing Saving for Retirement, Planning Ahead](https://www.oconnelllawgroup.com/study-shows-gen-z-is-prioritizing-saving-for-retirement-planning-ahead/) - In the bigger conversation about setting aside savings and estate planning, younger generations are often left out. But the truth is that more younger people are looking into planning for their own future these days. Estate Planning for Young Adults It's never too early to start thinking about the possibility of retirement, and far too
- [Dealing with Loss and Grief](https://www.oconnelllawgroup.com/dealing-with-loss-and-grief/) - Losing a loved one is never easy. Grief has many stages and can show up at different times. As estate planning attorneys, although we are there to help our clients when a loved one passes away, we are not qualified to professionally counsel someone as they through the grieving process. Because of that, we are
- [What To Know About Caregiver Communication For Someone With Dementia](https://www.oconnelllawgroup.com/what-to-know-about-caregiver-communication-for-someone-with-dementia/) - As we approach the estate planning process for someone who may have been recently diagnosed with dementia, it is extremely important to think about caregiver communication. Estate Planning Documents The appropriate estate planning documents including powers of attorney can appoint authorized individuals to make decisions and speak on your behalf. Many different documents may be
- [Can You Avoid Unnecessary Probate Costs?](https://www.oconnelllawgroup.com/can-you-avoid-unnecessary-probate-costs/) - After you pass away, your estate will most likely go through a process known as probate. This estate administration process can be time-consuming, very involved for the executor appointed to handle these matters, and costly. It can also be frustrating for your heirs. The good news is that you can usually avoid probate with some
- [Why Incapacity Planning Is Important, Even If You're Married](https://www.oconnelllawgroup.com/why-incapacity-planning-is-important-even-if-youre-married/) - Estate planning often leads people to start the process with thinking about what happens to their assets after they pass away. That is certainly important and will help your loved ones by making it easier for them to handle your estate. However, incapacity is another leading reason why you need to have an estate plan
- [What Does Capacity Have to Do with Estate Planning?](https://www.oconnelllawgroup.com/what-does-capacity-have-to-do-with-estate-planning/) - As a loved one gets older or as you contemplate your own need for estate planning, you want to make sure that people in your family have planned for their own future. This means not only considering what happens to their assets after they pass away, but who will step in and manage their affairs
- [How To Do an End of Year Insurance and Estate Planning Check](https://www.oconnelllawgroup.com/how-to-do-an-end-of-year-insurance-and-estate-planning-check/) - The end of the year is the perfect time to tap into that resolutions energy and get your financial plan in order. If it's been some time since you reviewed your documents and your overall financial strategy or estate plan, now is the perfect opportunity to do it. Reviewing Your Estate Plan Meeting with an
- [Created A Will? Good! Don't Stop There.](https://www.oconnelllawgroup.com/created-a-will-good-dont-stop-there/) - A will is a basic and very important component of your estate plan, but it is only the foundation. You may need other documents and strategies in place to help accomplish each of your estate planning goals. You probably created a will to ensure that guardianship of your minor children is addressed if applicable, or
- [How To Discuss an Inheritance with Your Loved Ones](https://www.oconnelllawgroup.com/how-to-discuss-an-inheritance-with-your-loved-ones/) - Leaving aside a legacy and an inheritance for your loved ones is common practice, and especially in light of how much is expected to transfer to other generations in the coming years, it is important to keep your loved ones on board with your decisions. What to Cover in an Estate Planning Conversation While you
- [Where Can I Find a Qualified Estate Planner?](https://www.oconnelllawgroup.com/where-can-i-find-a-qualified-estate-planner/) - Working with an estate planning lawyer, also known as an estate planner, is one of the only ways to ensure that your primary goals are covered in full in your estate planning process. The support of an experienced and qualified attorney can go a long way in making things easier for you with your entire
- [What Is an Underutilized Estate Plan?](https://www.oconnelllawgroup.com/what-is-an-underutilized-estate-plan/) - Many mistakes, errors, and overlooked issues could limit the possible impact of your estate plan. When you don't understand each document and strategy inside your estate plan, this may not necessarily reflect your wishes. If your estate plan cannot be executed for any reason, it is underutilized. Hiring an Estate Planning Lawyer to Help A
- [Is Estate Planning Flexible?](https://www.oconnelllawgroup.com/is-estate-planning-flexible/) - Most people who have not done their estate planning yet have plenty of questions about how the process works and what this means for them. One question you may be asking is whether or not your estate plan is flexible. What Causes Changes in Estate Plans? You may be concerned about establishing a plan now
- [Unintended Consequences of Poor Power of Attorney Planning](https://www.oconnelllawgroup.com/unintended-consequences-of-poor-power-of-attorney-planning/) - All too often, it seems like the simplest solution to creating your estate plan is turning online to download paperwork. However, it is all too often the case that problems can arise with either a health care or durable financial power of attorney. If these documents are not prepared or executed correctly and you lose
- [What Documents Do Elderly Parents Need in Their Estate Plan?](https://www.oconnelllawgroup.com/what-documents-do-elderly-parents-need-in-their-estate-plan/) - People of all ages can benefit from creating an estate plan. If you are helping your elderly parents document their wishes, it is important to consider the documents that may be most relevant for doing this. A knowledgeable estate planning attorney can help you to discuss these. Estate Plan Basics: Trusts One option is a
- [Seven Things to Review as You Create Your Estate Plan](https://www.oconnelllawgroup.com/seven-things-to-review-as-you-create-your-estate-plan/) - Many different factors should be discussed and considered during the process of creating your personal estate plan. Creating your estate plan is critical for future and financial planning for you, your family members and any other beneficiaries who may receive assets in the future. Estate planning is a combination of thinking about what happens to
- [Two Important Annual Tasks to Support Your Estate Plan and Your Overall Finances](https://www.oconnelllawgroup.com/two-important-annual-tasks-to-support-your-estate-plan-and-your-overall-finances/) - Every year, you should look at your overall financial picture while you begin to gather your documents and materials for filing your taxes. Completing these two tasks earlier on in the year often amounts to better tax efficiency. Working with your financial advisor, any other financial team members like your CPA, and your estate planning
- [What Is a Health Care Proxy?](https://www.oconnelllawgroup.com/what-is-a-health-care-proxy/) - There are many different terms used in relation to the estate planning and incapacity planning process. You may create these documents by working with a qualified estate planning attorney. As people age, their health care needs shift and may increase. By 2040, the number of Americans who are aged 65 and above will increase to
- [Why Is End of Life Planning So Important?](https://www.oconnelllawgroup.com/why-is-end-of-life-planning-so-important/) - As you contemplate the concept of your estate plan, you may think mostly about how to pass on the assets you've accumulated during your life to your loved ones. This can include considerations around taxes, who is most responsible for receiving lump sum benefits and who may need additional control, such as assets placed inside
- [Spring Cleaning: Your Estate Plan](https://www.oconnelllawgroup.com/spring-cleaning-your-estate-plan/) - At the top of your spring-cleaning list should be thinking about ways to clean up your estate plan. If it's been some time since you first sat down with a knowledgeable estate planning attorney and drafted a plan and the documents that helped to guide your most important decisions and the transfer of your assets,
- [April 16th Is National Healthcare Decisions Day. Is Your Massachusetts Estate Plan Ready?](https://www.oconnelllawgroup.com/massachusetts-estate-plan/) - In Massachusetts, as in many other states, you have the opportunity to document specific wishes regarding your healthcare decisions. You may choose to appoint someone else as your healthcare agent in Massachusetts. This helps you to take control of your health care decisions in the event that you are unable to make these decisions for
- [Have You Stressed Tested Your Estate Plan?](https://www.oconnelllawgroup.com/have-you-stressed-tested-your-estate-plan/) - An estate plan should be aligned with your goals as of today, but flexible enough to be adaptable in the future. You can start the estate planning process by thinking about the assets you own and the liabilities you would owe when you pass away, but you also need to ask important ‘what if’ questions.
- [What Does a Will Lawyer Do?](https://www.oconnelllawgroup.com/what-does-a-will-lawyer-do/) - If you're preparing to set out your intentions for your estate plan in Massachusetts, you may be curious about the services provided by a will lawyer. A will lawyer can assist you with the drafting of this cornerstone estate document, as well as discuss with you some other potential benefits that may be obtained by
- [How To Think About Estate Planning as A Gift for Your Family](https://www.oconnelllawgroup.com/how-to-think-about-estate-planning-as-a-gift-for-your-family/) - There's no doubt that it's hard for some people to talk about the process of estate planning. It can be difficult to approach your own mortality and to think about finally crossing this off your to do list. However, your process of sitting down and carrying out your estate planning isn't necessarily just to protect
- [A Family Member Was Diagnosed with Dementia, Can They Sign Legal Documents?](https://www.oconnelllawgroup.com/a-family-member-was-diagnosed-with-dementia-can-they-sign-legal-documents/) - Many people have questions around important legal planning issues after someone's been diagnosed with dementia. Working with someone who has familiarity with dementia estate planning and other elder law concerns may help you and your family members navigate this new terrain. In Massachusetts, as in many other states, a person’s ability to sign legal documents
- [Helping Aging Parents? Don't Forget About Proper Legal Documents](https://www.oconnelllawgroup.com/helping-aging-parents-dont-forget-about-proper-legal-documents/) - Just as any young family or single person needs to plan ahead for their estate, you may also need to help your aging parents put important legal documents in place, such as living wills, burial arrangements and instructions, and a power of attorney. A power of attorney is one of these important documents that may
- [Concerns, Needs, and Heirs: Frame Your Estate Planning Before Meeting with a Will Lawyer](https://www.oconnelllawgroup.com/concerns-needs-and-heirs-frame-your-estate-planning-before-meeting-with-a-will-lawyer/) - The process of estate planning can seem overwhelming and confusing. That's a leading reason why many people put it off entirely. Starting by simply considering your concerns, your beneficiaries, and your goals, can help you frame up the estate planning questions you may have in the right context. What to Ask Yourself Before Meeting
- [What Is a Letter of Instruction? & How to Find an Estate Planning Lawyer to Help](https://www.oconnelllawgroup.com/what-is-a-letter-of-instruction-how-to-find-an-estate-planning-lawyer-to-help/) - There are many different tools you can use to help explain to people the goals of your estate. The most basic of these is your will, which articulates who will receive guardianship of any minor children, who will serve as your personal representative or executor handling the administration of your estate and what happens to
- [Why Estate Planning Is Important to Do Even During the Summer Months](https://www.oconnelllawgroup.com/summer-can-be-a-great-time-to-review-and-update-your-estate-plan/) - The summer months in Massachusetts are a time for fun in the sun, vacations, and relaxation. However, it’s important to remember that estate planning is a year-round task that should not be neglected. In fact, summer can be a great time to review and update your estate plan. Here are some reasons why estate planning
- [Why Is Probate in MA Problematic? An Estate Lawyer’s Perspective ](https://www.oconnelllawgroup.com/why-is-probate-in-ma-problematic-an-estate-lawyers-perspective/) - One of the most complicated aspects of resolving someone's estate and filing a will is the probate process. Probate occurs in all states throughout the country and involves the appointment of an executor in some places, known as a personal representative, to oversee the distribution of assets. Is an Estate Lawyer Right? Should I Avoid
- [When Should I Include a Pour Over Will in My Estate Plan?](https://www.oconnelllawgroup.com/when-should-i-include-a-pour-over-will-in-my-estate-plan/) - Creating an estate plan is an important step in securing the future of your assets and your loved ones. One popular tool in estate planning is a pour over will. A pour over will can be a valuable addition to your estate plan, but it may not be necessary for everyone. So, when should you
- [Why Young Adults Should Create an Estate Plan](https://www.oconnelllawgroup.com/why-young-adults-should-create-an-estate-plan/) - As a young adult, you may not think creating an estate plan is necessary. After all, you're just starting out in life and have plenty of time to worry about these things later, right? However, the truth is that unexpected events can happen at any time, and it's important to be prepared. Creating an estate
- [How to Start Estate Planning](https://www.oconnelllawgroup.com/how-to-start-estate-planning/) - Estate planning is an important process that should be considered by everyone at some point in their life. It involves making critical decisions about how your assets will be distributed after you pass away. Many individuals put off estate planning because they believe it is only for the wealthy or elderly, but this is not the case. Regardless of your age, income, or family situation, estate planning is a crucial step in securing your legacy and safeguarding your loved ones. In this article, we will share some helpful tips on how to get started with estate planning. To begin, take inventory of your assets, decide on your beneficiaries, choose an executor, create a will, and consider a trust. By following these steps, you can ensure that your wishes are carried out and your loved ones are taken care of. Start estate planning today!
- [Who Needs an Estate Plan?](https://www.oconnelllawgroup.com/who-needs-an-estate-plan/) - You maybe surprised about who needs an estate plan. If you have dependents, a business, specific requests or significant assets, you may need an estate plan.
- [Navigating Probate: Avoiding Common Pitfalls](https://www.oconnelllawgroup.com/navigating-probate-avoiding-common-pitfalls/) - Introduction Probate is a legal process that ensures the orderly distribution of a deceased person's assets and settlement of their debts. While it's designed to be a structured and fair system, common probate pitfalls can complicate matters for heirs and executors alike. In this article, we'll explore some of these challenges and offer insights on
- [Massachusetts Replaces "Executor" with "Personal Representative" in Probate Terminology](https://www.oconnelllawgroup.com/massachusetts-replaces-executor-with-personal-representative-in-probate-terminology/) - In the world of estate planning and probate, terminologies can carry significant legal weight. In Massachusetts, a notable shift has occurred in recent years. The term "Executor" has been replaced with the more encompassing term "Personal Representative." Let's explore this change and what it means for those involved in estate matters in the Bay State.
- [Essential Items to Bring to Your Estate Planning Meeting with an Attorney](https://www.oconnelllawgroup.com/essential-items-to-bring-to-your-estate-planning-meeting-with-an-attorney/) - Crafting an estate plan stands as a pivotal measure to guarantee the orderly distribution of your assets in accordance with your desires following your passing. To make the most of your estate planning meeting with an attorney, it's important to come prepared. Here is a list of essential items you should bring to your estate
- [Massachusetts Estate Tax Exemptions: A Guide to Recent Changes](https://www.oconnelllawgroup.com/massachusetts-has-recently-rolled-out-revisions-to-its-estate-tax-laws-these-revisions-include-changes-to-the-estate-tax-exemption-amounts/) - Estate Tax Essentials The Revised Massachusetts Estate Tax Exemption The estate tax exemption establishes a threshold to determine whether an estate is liable for taxation. Massachusetts has recently introduced adjustments to this exemption threshold, marking a significant change from previous years. For individuals who pass away in 2023, the exemption amount is $2 million.
- [Massachusetts Senior Guardianship Reforms](https://www.oconnelllawgroup.com/massachusetts-senior-guardianship-reforms/) - Guardianship is a crucial legal mechanism designed to protect the welfare of vulnerable seniorswho may no longer be capable of making their own decisions due to incapacitation.Massachusetts has recently witnessed significant reforms to its guardianship laws, aiming toenhance the protection of its elderly population. Guardianship in Massachusetts: An Overview Guardianship is a legal process that
- [Updating Your Massachusetts Estate Plan: Key Steps Before the New Year](https://www.oconnelllawgroup.com/updating-your-massachusetts-estate-plan/) - As 2023 draws to a close, it's a perfect time to revisit your Massachusetts estate plan andensure it's up-to-date and aligned with your current wishes and the latest legal requirements.Estate planning is an ongoing process, and making the necessary updates before the new yearcan provide you with peace of mind and protect your legacy. Today
- [Navigating Estate Sales in Massachusetts: A Guide for Heirs](https://www.oconnelllawgroup.com/navigating-estate-sales-in-massachusetts-a-guide-for-heirs/) - Estate sales are an essential part of settling the affairs of a loved one in Massachusetts. Thesesales liquidate assets and possessions, ultimately distributing the proceeds amongbeneficiaries. Understanding how estate sales work is crucial, as it can help streamline theprocess and ensure an efficient and fair distribution of assets. In this article, we will guide youthrough
- [Asset Protection in Massachusetts Estate Planning: Safeguarding Your Legacy](https://www.oconnelllawgroup.com/asset-protection-in-massachusetts/) - When you think of estate planning, you probably think of drafting a will or specifying who will getyour assets after your passing, but estate planning goes deeper than that. It involves acomprehensive strategy to protect your wealth, ensuring your loved ones receive their rightfulinheritance while minimizing potential risks, such as taxation and creditor claims. In
- [Aging in Place in Massachusetts — How to Support Your Elderly Relatives ](https://www.oconnelllawgroup.com/aging-in-place-in-massachusetts-how-to-support-your-elderly-relatives/) - As our loved ones age, the desire to age in place—remaining in their own homes for as long as possible—becomes increasingly important. In Massachusetts, resources and strategies are available to help elderly relatives maintain their independence and quality of life while staying in familiar surroundings. Today, we will examine how you can support your elderly
- [What is the Significance of the Increase in Estate Tax Exemption in Massachusetts?](https://www.oconnelllawgroup.com/what-is-the-significance-of-the-increase-in-estate-tax-exemption-in-massachusetts/) - The increase in the estate tax exemption in Massachusetts carries significant implications for residents of the state, the state's economy, and its fiscal policies. The estate tax exemption is the threshold at which an individual's estate becomes subject to taxation upon their passing. What does this change mean to you? Tax Relief for Heirs: The
- [How Do I Protect My Loved One`s Inheritance?](https://www.oconnelllawgroup.com/how-do-i-protect-my-loved-ones-inheritance/) - Planning your estate is about distributing assets and confirming that your loved ones are taken care of in the best possible way. Sometimes, you may be concerned about a beneficiary who may not have the financial discipline to handle a substantial inheritance responsibly. In such cases, Massachusetts offers various estate planning strategies to protect and
- [What is the Difference between Guardianship and Conservatorship in Massachusetts?](https://www.oconnelllawgroup.com/what-is-the-difference-between-guardianship-and-conservatorship-in-massachusetts/) - In Massachusetts, when making decisions for individuals who cannot manage their personal and financial affairs for various reasons, two legal mechanisms come into play: guardianship and conservatorship. While both have a similar purpose, they have distinct differences in scope and responsibilities. Let's look at the differences between guardianship and conservatorship in Massachusetts. What Is Guardianship?
- [What Happens in Massachusetts if I Die Without a Will and Have No Heirs?](https://www.oconnelllawgroup.com/what-happens-in-massachusetts-if-i-die-without-a-will-and-have-no-heirs/) - In Massachusetts, if a person passes away without a will (intestate) and has no surviving heirs, the estate may follow a specific legal process. Here's what typically happens in such a situation: Escheat to the State: When an individual dies without a will (intestate) and has no surviving heirs, the estate is said to "escheat"
- [Who Are the Most Important Stakeholders In Your Estate?](https://www.oconnelllawgroup.com/who-are-the-most-important-stakeholders-in-your-estate/) - If you have not yet crafted estate planning documents, now is the perfect opportunity to meet with an estate planning lawyer to discuss your next steps. There are several different people who may be associated with the management of your estate. This is because powers of attorney, trusts, wills, and advanced healthcare directives all appoint
- [What Is The Difference Between A Living Will And A Will in Massachusetts?](https://www.oconnelllawgroup.com/what-is-the-difference-between-a-living-will-and-a-will-in-massachusetts/) - In Massachusetts, as in many other jurisdictions, individuals can have the opportunity to plan for their future and the distribution of their assets through legal documents known as a Living Will and a Will. While these documents may sound similar, they serve distinct purposes and address different aspects of an individual's affairs. What Is a
- [How Do I Provide For My Pets If I Die?](https://www.oconnelllawgroup.com/how-do-i-provide-for-my-pets-if-i-die/) - In Massachusetts, you can ensure your pet(s) are cared for after your death through various legal mechanisms: Pet Trust: Establish a pet trust, a legal arrangement that allows you to allocate funds and designate a caregiver to provide for your pet(s)' care. You can specify instructions regarding your pet(s)' daily needs, medical care, and quality
- [What is the Difference Between a Personal Representative and a Power of Attorney](https://www.oconnelllawgroup.com/what-is-the-difference-between-a-personal-representative-and-a-power-of-attorney/) - A Personal Representative and a Power of Attorney are both individuals who play significant roles in managing someone's affairs. However, they serve different purposes and have distinct legal statuses: Personal Representative: They are also known as an Executor or Administrator. A Personal Representative is designated by a court or named in a Will to manage
- [How Are Pet Trusts Enforced?](https://www.oconnelllawgroup.com/how-are-pet-trusts-enforced/) - Pet ownership brings immeasurable joy and companionship, and as responsible pet parents, it's essential to plan for their care even after we can no longer provide for them. In Massachusetts, pet owners have the option to establish a pet trust. This legal arrangement ensures that their beloved companions are cared for according to their wishes.
- [How Do I Start Inventorying My Assets?](https://www.oconnelllawgroup.com/how-do-i-start-inventorying-my-assets/) - Estate planning is a vital part of procuring your financial future and ensuring your assets are distributed according to your wishes. However, to create an effective estate plan, you must take stock of all your assets accurately. Whether you're just beginning your estate planning journey or updating an existing plan, here's a helpful guide to
- [How Does Estate Planning Work When I Have International Assets?](https://www.oconnelllawgroup.com/how-does-estate-planning-work-when-i-have-international-assets/) - Estate planning is an incredibly vital process for individuals with international assets. It necessitates careful consideration and specialized expertise to ensure their wishes are carried out smoothly across borders. Here's an overview of how estate planning works when you have international assets: Understanding International Laws: Estate planning with international assets involves navigating the legal frameworks
- [What Happens If Each Spouse Makes Their Own Estate Plan?](https://www.oconnelllawgroup.com/what-happens-if-each-spouse-makes-their-own-estate-plan/) - In Massachusetts, when spouses make different estate plans, it can lead to various legal and practical considerations. Here's what typically happens: Legal Entitlements: Massachusetts is not a community property state, so each spouse generally has the right to create their own estate plan, including the distribution of their separate property. This means that spouses can
- [What Questions Should I Ask When Searching For An Estate Planning Attorney?](https://www.oconnelllawgroup.com/what-questions-should-i-ask-when-searching-for-an-estate-planning-attorney/) - July 18, 2024 | | Estate Planning By asking these questions, you can gauge an estate planning attorney’s expertise, approach, and compatibility to find the best fit for your needs and goals. Experience and Specialization: How long have you been practicing estate planning law?What percentage of your practice is dedicated to estate planning? Do you
- [Are There Things I'm Not Allowed To Include In My Massachusetts Estate Plan?](https://www.oconnelllawgroup.com/are-there-things-im-not-allowed-to-include-in-my-massachusetts-estate-plan/) - Estate planning is an indispensable process. It ensures that your assets are allocated according to your wishes after your death. When creating an estate plan, it's natural to want to account for every eventuality and make sure your wishes are carried out precisely as you intend. However, it's essential to understand that certain provisions or
- [Do Single People Need An Estate Plan?](https://www.oconnelllawgroup.com/do-single-people-need-an-estate-plan/) - When it comes to estate planning, many people assume it's only necessary for those who are married or have children. However, this misconception can leave single individuals vulnerable and unprepared for the future. Having a comprehensive estate plan is crucial whether you are single by choice, circumstance, or life stage. Here's why: Control Over Your
- [What Happens To My Estate Plan in Massachusetts If I Divorce?](https://www.oconnelllawgroup.com/what-happens-to-my-estate-plan-in-massachusetts-if-i-divorce/) - When a marriage ends in divorce, it affects more than just the marital relationship – it also has significant implications for existing estate plans. In Massachusetts, the dissolution of a marriage requires revisiting and revising estate planning documents to align with the new circumstances. Here's what you need to know about the effect of divorce
- [What Is Long-Term Care Insurance?](https://www.oconnelllawgroup.com/what-is-long-term-care-insurance/) - Long-term care insurance (LTCI) is a specialized policy designed to reimburse policyholders a set daily amount for services associated with long-term care services. As individuals age or face chronic illnesses, they may require various types of care that standard health insurance and Medicare do not cover. LTCI can provide financial assistance for these services, offering
- [What Happens To My Digital Assets in Massachusetts When I Die?](https://www.oconnelllawgroup.com/what-happens-to-my-digital-assets-in-massachusetts-when-i-die/) - Managing digital assets has become as crucial as handling physical and financial assets in our increasingly digital world. These assets, from social media accounts to cryptocurrency, need careful consideration in estate planning. Understanding what happens to your digital assets when you die in Massachusetts and how to protect them can ensure your digital legacy
- [How to Disinherit Someone in Massachusetts Legally and Avoid Contests?](https://www.oconnelllawgroup.com/how-to-disinherit-someone-in-massachusetts-legally-and-avoid-contests/) - Disinheriting someone in Massachusetts can be a sensitive and complex matter. While it is your right to decide how your assets will be distributed after you've passed, it's essential to take the necessary legal steps to ensure your wishes are carried out without the risk of a contested will. This article will guide you through
- [Navigating Estate Sales in Massachusetts: A Guide for Heirs](https://www.oconnelllawgroup.com/navigating-estate-sales-in-massachusetts-a-guide-for-heirs-2/) - Estate sales are an essential part of settling the affairs of a loved one in Massachusetts. Thesesales liquidate assets and possessions, ultimately distributing the proceeds amongbeneficiaries. Understanding how estate sales work is crucial, as it can help streamline theprocess and ensure an efficient and fair distribution of assets. In this article, we will guide youthrough
- [A Brief History of Estate Planning in Massachusetts](https://www.oconnelllawgroup.com/a-brief-history-of-estate-planning-in-massachusetts/) - Estate planning, the process of organizing and preparing for the management and disposal of a person's assets after death, has a long history in Massachusetts. Massachusetts, one of the original thirteen colonies, has a rich legal history that has significantly influenced estate planning practices across the United States. Understanding the history of estate planning in
- [The Pros and Cons of Springing Powers of Attorney in Massachusetts](https://www.oconnelllawgroup.com/springing-powers-of-attorney-in-massachusetts/) - When planning for future incapacity, individuals in Massachusetts often consider different types of powers of attorney (POA) to manage their affairs. One such option is the springing power of attorney. This legal tool activates only upon a specified event, typically the principal's incapacitation. While springing POAs can offer tailored protection, they come with their own
- [Time To Update Your Estate Plan!](https://www.oconnelllawgroup.com/why-and-how-you-should-update-your-estate-plan/) - January 2, 2025 | | Digital Assets, Estate Planning, Executor As the New Year approaches, it’s a natural time for reflection and renewal. Amidst the excitement of setting new goals and resolutions, it’s also an opportune moment to review and update your estate plan. This often-overlooked aspect of financial planning is essential to making sure
- [Navigating Cash-Poor Estates in Massachusetts_ Options When Recipients Are Reluctant to Sell Assets](https://www.oconnelllawgroup.com/navigating-cash-poor-estates-in-massachusetts_-options-when-recipients-are-reluctant-to-sell-assets/) - Explore options for cash-poor estates in Massachusetts, helping beneficiaries keep valued assets while meeting estate obligations and legal requirements.
- [The Importance of Including Final Disposition Instructions in Your Estate Plan](https://www.oconnelllawgroup.com/the-importance-of-including-final-disposition-instructions-in-your-estate-plan/) - Learn how you can plan & document your wishes for your burial/cremation & associated memorial services, as well as for how your funeral expenses will be covered
- [Aren't Estate Plans Just For Older Adults](https://www.oconnelllawgroup.com/arent-estate-plans-just-for-older-adults/) - Learn why having an estate plan is important to individuals of all ages and income levels, not just the wealthy or the old and why young adults should have one
- [Choosing the Right Charitable Trust](https://www.oconnelllawgroup.com/choosing-the-right-charitable-trust/) - Learn from our Greater Boston MA estate planning law firm how to go about choosing the charitable trust that is right for you.
- [Aren't Estate Plans Just For Older Adults?](https://www.oconnelllawgroup.com/arent-estate-plans-just-for-older-adults-2/) - Discover why estate planning is crucial at any age. Learn how to secure your future, protect loved ones, and gain peace of mind in the new year. Start planning today!
- [Choosing the Right Charitable Trust](https://www.oconnelllawgroup.com/choosing-the-right-charitable-trust-2/) - Discover various charitable trusts in Massachusetts to support causes, gain tax benefits, and create a legacy. Explore options for tailored giving.
- [How Does Probate Work In Massachusetts?](https://www.oconnelllawgroup.com/how-does-probate-work-in-massachusetts-2/) - Learn about the Massachusetts probate process and discover estate planning strategies to minimize or avoid probate, ensuring a smoother transfer.
- [Supporting Alzheimer's Caregivers- A Guide to Resources in Massachusetts](https://www.oconnelllawgroup.com/supporting-alzheimers-caregivers-a-guide-to-resources-in-massachusetts-2/) - Massachusetts offers Alzheimer’s caregivers a wide range of support services, including respite care, legal aid, financial help, and community programs for patients.
- [The History of Elder Law in Massachusetts](https://www.oconnelllawgroup.com/the-history-of-elder-law-in-massachusetts-2/) - Explore the evolution of elder law in Massachusetts, addressing healthcare, financial security, estate planning, and protections for older adults' rights.
- [Why Every Parent Needs a Comprehensive Estate Plan](https://www.oconnelllawgroup.com/why-every-parent-needs-a-comprehensive-estate-plan/) - Protect your children’s future with a comprehensive estate plan and learn the key documents every parent needs to ensure care, security, and peace of mind.
- [The Dangers of DIY Estate Planning: Why Templates Could Cost Your Family Everything](https://www.oconnelllawgroup.com/the-dangers-of-diy-estate-planning-why-templates-could-cost-your-family-everything/) - DIY wills and templates may seem cheap, but errors can cost your family thousands, so take the time to learn why professional estate planning is the safest choice.
- [Estate Planning for Business Owners: Securing Your Company's Future and Your Legacy](https://www.oconnelllawgroup.com/estate-planning-for-business-owners-securing-your-companys-future-and-your-legacy/) - Learn how to secure your company’s future with estate planning and about succession strategies, tax-saving tools, and how to protect your business legacy.
- [Is Remote Notarization Allowed in Massachusetts?](https://www.oconnelllawgroup.com/is-remote-notarization-allow-in-massachusetts/) - Learn why, as of the date of the publication of this blog post, you still need to have a notary present when signing estate plan documents, such as your will.
- [What Happens to My House in Brimfield or Brookline If I Don’t Have an Estate Plan?](https://www.oconnelllawgroup.com/what-happens-to-my-house-in-brimfield-or-brookline-if-i-dont-have-an-estate-plan/) - Find out what happens to your house in Brimfield, Brookline, Sherborn, or Dover, MA if you pass away without an estate plan in place in Massachusetts
- [Do I Need Both a Will and a Trust in Massachusetts or Vermont?](https://www.oconnelllawgroup.com/do-i-need-both-a-will-and-a-trust-in-massachusetts-or-vermont/) - Learn whether you need both a will and a trust in Massachusetts or Vermont, including the key differences, for families in Boston, Brookline, and Brimfield MA,.
- [What Happens If I Die Without a Will in Massachusetts?](https://www.oconnelllawgroup.com/what-happens-if-i-die-without-a-will-in-massachusetts/) - Find out what happens if you die without a will in Massachusetts and how intestacy laws affect families from Longmeadow to Northampton and beyond.
- [The One Big Beautiful Bill Act and Its Impact on Medicaid: What Massachusetts Needs to Know](https://www.oconnelllawgroup.com/the-one-big-beautiful-bill-act-and-its-impact-on-medicaid-what-massachusetts-needs-to-know/) - Learn how the One Big Beautiful Bill Act (OBBBA) impacts Medicaid and MassHealth in Massachusetts, including work rules, funding cuts, and eligibility changes.
- [What’s the Difference Between Power of Attorney and Guardianship?](https://www.oconnelllawgroup.com/whats-the-difference-between-power-of-attorney-and-guardianship/) - Learn the difference between Power of Attorney and Guardianship for Massachusetts and Vermont residents in Framingham, Dover, and Northampton.
- [How Can I Avoid Probate in Massachusetts?](https://www.oconnelllawgroup.com/how-can-i-avoid-probate-in-massachusetts/) - Learn practical ways to avoid probate in MA and VT, from revocable trusts to joint ownership, for families in Central Massachusetts and the Pioneer Valley.
- [Do I Need a Health Care Proxy If I Already Have a Living Will?](https://www.oconnelllawgroup.com/do-i-need-a-health-care-proxy-if-i-already-have-a-living-will/) - Learn why both a Health Care Proxy and a Living Will are essential in Massachusetts and Vermont to ensure your medical wishes are followed.
- [When Should I Update My Estate Plan in Massachusetts?](https://www.oconnelllawgroup.com/when-should-i-update-my-estate-plan-in-massachusetts/) - Learn when and why to update your estate plan in Massachusetts or Vermont to keep your documents current and protect your family’s future.
- [Can I Write My Own Will in Massachusetts or Vermont?](https://www.oconnelllawgroup.com/can-i-write-my-own-will-in-massachusetts-or-vermont/) - Can you write your own will in Massachusetts or Vermont? Learn what’s legal, what’s risky, and how to ensure your will holds up in court.
- [What Are the Benefits of a Revocable Living Trust in Massachusetts?](https://www.oconnelllawgroup.com/what-are-the-benefits-of-a-revocable-living-trust-in-massachusetts/) - Discover key benefits of a revocable living trust in MA and VT, including avoiding probate and maintaining control of your assets, and why you want a will too.
- [Estate Tax Planning in the OBBBA Era](https://www.oconnelllawgroup.com/estate-tax-planning-in-the-obbba-era/) - Learn the details about how the One Big Beautiful Bill Act (OBBBmpacts estate tax planning, and also how it pertains to Massachusetts estate tax planning
- [Understanding the New Senior Tax Deductions Under the OBBBA](https://www.oconnelllawgroup.com/understanding-the-new-senior-tax-deductions-under-the-obbba/) - Learn about the impact of OBBBA (One Big Beautiful Bill Act) on seniors and the various tax breaks for seniors available under this act.
- [Do I Really Need an Estate Plan If I Don’t Have a Lot of Money?](https://www.oconnelllawgroup.com/do-i-really-need-an-estate-plan-if-i-dont-have-a-lot-of-money/) - Learn why estate planning matters for families across MA and VT, no matter your income or how wealthy your are, and why it ensures your choices are honored.
- [What Happens If You Die Without a Will in Massachusetts?](https://www.oconnelllawgroup.com/what-happens-if-you-die-without-a-will-in-massachusetts/) - Learn how intestacy laws affect families in Boston, Natick, and beyond if you die without a will in place and how lack of a will can cause probate delays.
- [What’s the Difference Between a Will and a Trust — and Which One Do I Need?](https://www.oconnelllawgroup.com/whats-the-difference-between-a-will-and-a-trust-and-which-one-do-i-need/) - Learn the difference between a will and a trust in Massachusetts and Vermont—and which option may be right for your family.
- [Can Estate Planning Really Reduce Stress for My Family Later?](https://www.oconnelllawgroup.com/can-estate-planning-really-reduce-stress-for-my-family-later/) - Learn why estate planning does more than protect assets—it reduces stress, conflict, and uncertainty for families across MA and VT, now and later.
- [When Should I Update My Estate Plan? (Most People Wait Too Long)](https://www.oconnelllawgroup.com/when-should-i-update-my-estate-plan-most-people-wait-too-long/) - Learn the key life events that signal it’s time to review your estate plan documents, including your will, in MA or VT, plus how often you should review and why.
- [What Is a Power of Attorney and When Do You Need One?](https://www.oconnelllawgroup.com/what-is-a-power-of-attorney-and-when-do-you-need-one/) - Learn why a power of attorney is essential—and what can happen if you don’t have one in MA and VT -- what it accomplishes and allows for and when it is needed.
- [Wills for Blended Families: Why Planning Matters More Than You Think](https://www.oconnelllawgroup.com/wills-for-blended-families-why-planning-matters-more-than-you-think/) - Estate planning for blended families in MA requires more than a basic will, so learn how to protect stepchildren, avoid conflict, and ensure wishes are honored
- [Estate Planning With Stepchildren: What Families Should Know](https://www.oconnelllawgroup.com/estate-planning-with-stepchildren-what-families-should-know/) - Do stepchildren inherit? Learn how estate planning in Massachusetts can protect stepchildren and ensure your wishes are carried out
- [Do I Need a Trust or Is a Will Enough?](https://www.oconnelllawgroup.com/do-i-need-a-trust-or-is-a-will-enough/) - Learn about the benefits of having a trust set up, in addition to your will, as part of estate planning, and how you can get help to determine if you need both.
- [Who Makes Decisions If I Become Incapacitated?](https://www.oconnelllawgroup.com/who-makes-decisions-if-i-become-incapacitated/) - Who makes decisions if you become incapacitated? Learn how powers of attorney and health care proxies protect you in MA and why it's important to plan ahead.
- [When Should I Update My Estate Plan?](https://www.oconnelllawgroup.com/when-should-i-update-my-estate-plan/) - When should you update your estate plan? Learn key life events that require updates and how to keep your plan current in Massachusetts.
- [Changes to Federal Estate and Gift Taxes under TCJA](https://www.oconnelllawgroup.com/changes-federal-estate-gift-taxes-tcja/) - The new tax law that went into effect on January 1, 2018 is known as the “Tax Cuts and Jobs Act” (“TCJA”), or Reconciliation Act of 2017, or 2017 Tax Act. The following will provide a brief overview of transfer tax changes under TCJA. The following is not all-encompassing and should not be relied on
- [Changes to Federal Income Taxes under TCJA](https://www.oconnelllawgroup.com/changes-federal-income-taxes-tcja/) - The new tax law that went into effect on January 1, 2018 is known as the “Tax Cuts and Jobs Act” (“TCJA”), or Reconciliation Act of 2017, or 2017 Tax Act. The following will provide a brief overview of income tax changes under TCJA. The following is not all-encompassing and should not be relied on
- [SELECTING FIDUCIARIES](https://www.oconnelllawgroup.com/selecting-fiduciaries/) - The term “Fiduciary” defines anyone who acts on behalf of another. The simplest fiduciary is an “agent,” often appointed under a Power of Attorney. But other agents are appointed by court (guardians, conservators, administrators, and personal representatives) or by written agreement (health care proxies and trustees). Since one purpose of estate and long-term care planning

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- [Estate Planning and Elder Law Attorneys in Massachusetts](https://www.oconnelllawgroup.com/) - Get trusted estate planning and elder law guidance from O'Connell Law. Serving Massachusetts and Vermont families with wills, trusts, probate and asset planning.
- [Solo, Not Alone: Reimagining Aging Well Without Traditional Family Supports](https://www.oconnelllawgroup.com/solo-not-alone-reimaginingaing-well-without-traditional-family-supports/) - Join Attorney Tiff O'Connell & Dr. Gerda Maissel on Sept 29 to learn proactive strategies for healthcare, legal security, and aging well without traditional family support.
- [Do I Need an Estate Planning Attorney?](https://www.oconnelllawgroup.com/do-i-need-an-estate-planning-attorney/) - Visit Main Website Call Us Now 508-206-9864 Do I need an estate planning attorney? Did you know that not everyone needs an Estate Planning Attorney? Every situation is different. Take this free, 6 question quiz to see if you may be able to avoid having to get an Estate Planning Attorney Click here to schedule
- [Elder Law](https://www.oconnelllawgroup.com/elder-law/) - Plan for the future with an elder law attorney in Massachusetts. O'Connell Law helps families protect assets, navigate MassHealth, and secure long-term care.
- [Lynda Furash, JD, LLM](https://www.oconnelllawgroup.com/about/lynda/) - Lynda is Of Counsel to O’Connell Law and focuses her practice on estate and trust administration, probate and tax. Lynda enjoys helping families unravel the complexities of how to manage a loved one’s estate, follow the instructions laid out in Wills and Trusts, meet fiduciary responsibilities, and strategize on income tax planning, all while keeping
- [Tiffany A. O’Connell, JD, LLM, CELA, AEP](https://www.oconnelllawgroup.com/about/tiffany-a-oconnell/) - Meet Tiffany A. O'Connell, Certified Elder Law Attorney and founder of O'Connell Law. Learn about her estate planning and elder law experience in Massachusetts.
- [Laura Welk](https://www.oconnelllawgroup.com/about/laura-welk/) - Laura joined O'Connell Law in 2024, bringing a strong background in office management, client relations, and team leadership. As the firm's Elder Law Team Lead, she oversees the day-to-day operations of the Elder Law department and helps guide clients and their families through the complexities of long-term care planning, MassHealth planning, asset protection, and elder
- [Insurance Post Survey](https://www.oconnelllawgroup.com/insurance-post-survey/) - Back To Homepage Schedule Your Free Consultation Using the Calendar Below Pick a date and time that works for you
- [Free Report: Estate Planning Basics](https://www.oconnelllawgroup.com/estate-planning-basics/) - Explore Estate Planning Services Call Us Now 508-290-6463 Protect Your Legacy: Get Your FREE Guide to Estate Planning Are you concerned about safeguarding your financial future? Our FREE guide – “Estate Planning: A Guide to Securing Your Legacy” details the steps you need to be taking right now to protect your home, savings, and investments
- [Debt, Dignity, and Aging Well](https://www.oconnelllawgroup.com/debt-dignity-and-aging-well/) - CALL US : 508-202-1818 Linkedin Youtube Facebook Instagram About Us Blog/Articles Events Resources Contact Us Debt, Dignity, and Aging Well Understanding Your Options Before Financial Stress Becomes a Crisis Date: Tuesday, August 4 Time: 12:00 PM (Eastern) Location: Online via Zoom Cost: Free Reserve Your Seat Many retirees never expected debt to become part of
- [Probate & Trust Administration](https://www.oconnelllawgroup.com/probate-and-trust-administration/) - Facing probate or trust administration in Massachusetts? O'Connell Law helps executors, trustees, and families navigate the process, file court documents, and settle estates with confidence.
- [Estate Planning Post Survey](https://www.oconnelllawgroup.com/estate-planning-post-survey/) - Back To Homepage Schedule Your Free Consultation Using the Calendar Below Pick a date and time that works for you
- [Estate Planning LP 2](https://www.oconnelllawgroup.com/estate-planning/) - Estate Planning Whether it’s large or modest, simple or complex, every person has an estate. But, do you have an estate plan? If not, it’s definitely time to consider it because, without one, the Commonwealth of Massachusetts will decide how to distribute your assets after you pass away. That’s right – without a second thought
- [Elder Law Post Survey](https://www.oconnelllawgroup.com/elder-law-post-survey/) - Back To Homepage Schedule Your Free Consultation Using the Calendar Below Pick a date and time that works for you
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- [Practice Areas](https://www.oconnelllawgroup.com/practice-areas/) - Explore O'Connell Law's Massachusetts estate planning, elder law, probate, trust administration, asset protection, and young adult planning services.
- [Estate Planning & Elder Law Attorneys Serving Newton, Massachusetts](https://www.oconnelllawgroup.com/newton-estate-planning-elder-law/) - Tailored estate planning and elder law services for Newton families. O'Connell Law provides custom trusts, wills, and asset protection. Contact us today.
- [Estate Planning & Elder Law Attorneys Serving Framingham, Massachusetts](https://www.oconnelllawgroup.com/framingham-estate-planning-elder-law/) - Expert Framingham estate planning and elder law services. O'Connell Law designs tailored wills, trusts, and Medicaid asset protection plans. Contact us today.
- [Estate Planning & Elder Law Attorneys Serving Worcester, Massachusetts](https://www.oconnelllawgroup.com/worcester-estate-planning-elder-law/) - Looking for a Worcester estate planning or elder law attorney? O'Connell Law designs custom estate plans, trusts, and long-term care plans. Contact us today.
- [Booking Survey](https://www.oconnelllawgroup.com/booking-survey/) - Back To Homepage
- [Scoopapalooza raffel 2026](https://www.oconnelllawgroup.com/scoopapalooza-raffle-2026/) - Visit Main Website Call Us Now 508-202-1818 Scoopapalooza Raffle! Enter your info below for a chance to win a free “Foundation Will Plan”.A plan to help protect:-Your children-Your family-Your wishes Good Luck! Let Us Help You Get Started Today! Click here to schedule an appointment online Call us at 508-202-1818 Not Quite Ready? Check out ourFREE
- [Our Unique Estate Planning Process](https://www.oconnelllawgroup.com/our-unique-process/) - Learn O'Connell Law's estate planning process. Personalized guidance from initial consultation to signing, typically completed in 4-6 weeks.
- [About O’Connell Law: Massachusetts Estate Planning & Elder Law Attorneys](https://www.oconnelllawgroup.com/about/) - Meet O'Connell Law's estate planning team, led by CELA-certified attorney Tiffany O'Connell. Serving MA families with wills, trusts, and elder law.
- [Nicole Woodward-Kennedy, JD](https://www.oconnelllawgroup.com/about/nicole/) - Meet Nicole Woodward-Kennedy, JD, Partner at O'Connell Law. Learn about her estate planning, elder law and estate administration work in Massachusetts.
- [Schedule a Free, No Obligation Consultation.](https://www.oconnelllawgroup.com/schedule-an-appointment/) - Choose an estate planning or elder law consultation with O'Connell Law, or call 508-202-1818 for scheduling help.
- [Free Report: Understanding Medicaid](https://www.oconnelllawgroup.com/understanding-medicaid/) - Download O'Connell Law's free Massachusetts Medicaid planning guide. Learn how MassHealth eligibility and asset protection may affect your family.
- [Free Report: Living as an Alzheimer’s Caregiver](https://www.oconnelllawgroup.com/living-as-an-alzheimers-caregiver/) - Download a free Alzheimer’s caregiver guide from O’Connell Law with practical support for stress, communication and care planning. Get your copy today.
- [Glossary of Estate Planning, Will and Trust Planning, and Probate Terms](https://www.oconnelllawgroup.com/faqs/glossary/) - Unless you’re estate planning experts and probate specialists, like us, you and your family members are probably very confused about how and when to use various terms related to estate planning, probate, trusts and wills, etc. We hope you’ll find the estate planning glossary below helpful. What Is Estate Planning? It’s putting in place a
- [Estate Planning FAQs](https://www.oconnelllawgroup.com/estate-planning-faqs/) - Answers to Massachusetts estate planning FAQs about wills, trusts, powers of attorney, healthcare proxies, probate avoidance and when to call an attorney.
- [Young Adult Incapacity Plan](https://www.oconnelllawgroup.com/young-adult/) - Protect a Massachusetts college student with a healthcare proxy, HIPAA authorization, and power of attorney. Start the Young Adult Incapacity Plan.
- [Contact O'Connell Law](https://www.oconnelllawgroup.com/contact/) - Contact O'Connell Law in Natick or Northampton for estate planning, elder law, probate, trusts, asset protection, and long-term care planning.
- [Simple Ways AI Can Actually Help](https://www.oconnelllawgroup.com/simple-ways-ai-can-actually-help/) - CALL US : 508-202-1818 Linkedin Youtube Facebook Instagram About Us Blog/Articles Events Resources Contact Us What’s All This AI Hype About? Simple Ways AI Can Actually Help—Including Uses You Might Not Expect Date: Tuesday, April 21 Time: 12:00 PM (Eastern Time) Location: Online via Zoom Cost: Free Click Here to Register Are you tired of
- [Choosing Home Care: What Families Should Know Before Making a Decision](https://www.oconnelllawgroup.com/choosing-home-care-what-families-should-know-before-making-a-decision/) - Need help navigating home care? Join our free webinar with expert Wendy Adlerstein to learn about available services and how to choose a high-quality agency.
- [Thank You for Your Request! Your Free Guide is Being Emailed Now!](https://www.oconnelllawgroup.com/download-an-introduction-to-settling-an-estate-through-probate/) - Still Have a Question? Grab a time on the calendar below to discuss
- [Lessons from Okinawa](https://www.oconnelllawgroup.com/lessons-from-okinawa/) - CALL US : 508-202-1818 Linkedin Youtube Facebook Instagram About Us Blog/Articles Events Resources Contact Us Lessons from OkinawaInsights on Aging, Community, and Care with Joan Harris (Discover Transformative Perspectives from Japan’s Pioneering Approach to Elder Care) Webinar: Tuesday, Jan 27, 2026 – 12:00 PM Click Here to Register Join us for a transformative webinar featuring Joan
- [Jen Peterson](https://www.oconnelllawgroup.com/about/jen-peterson/) - Jen is O’Connell Law’s Long-Term Care Planner and has been with the firm since 2022. She takes great pride in creating a welcoming and comfortable environment for our clients, always making sure they feel valued and at ease. Jen was born and raised in Natick but has also lived in Maine and California. She received
- [Melanie Rivera](https://www.oconnelllawgroup.com/about/melanie-rivera/) - Melanie joined O'Connell Law in May 2023 as the Estate Administration Team Lead. She supports our clients throughout the entire estate administration process; from the initial phone call to gathering information from the client, preparing documents, opening probate, if necessary, and following up with clients, financial institutions, and courts. When she’s not working, Melanie enjoys
- [Lauren McCary](https://www.oconnelllawgroup.com/about/lauren-mccary/) - As Executive Director of O’Connell Law, Lauren guides the firm’s overall direction and daily operations with a focus on clarity, efficiency, and the organizational values that shape both team culture and client relationships. She builds and refines the internal systems that keep the firm running smoothly. Lauren’s work centers on fostering a supportive environment, encouraging
- [Skye Elrod](https://www.oconnelllawgroup.com/about/elrod-skye/) - Skye is the Client Intake and Administrative Coordinator at O'Connell Law. Skye has been with the firm since 2023 and previously served as a Legal Receptionist, giving her a well-rounded understanding of the firm’s operations and client experience from the very first point of contact. Skye is often the first person clients connect with, guiding
- [Estate Planning Appointment](https://www.oconnelllawgroup.com/estate-planning-appointment/) - CALL US : 508-202-1818 Back to Homepage Looking to get started? Just have a few questions? Schedule your 20 minute, online meeting using the calendar below:
- [Request Our Newsletter](https://www.oconnelllawgroup.com/newsletter/) - Please complete this form to receive our newsletter publication.
- [Resources](https://www.oconnelllawgroup.com/resources/) - Here at O’Connell Law, we always seek to provide the very best in service and support to our estate planning, elder law, elder care, Massachusetts Medicaid and Veteran Benefits clientele. We hope this centralized resource for estate planning, Alzheimer’s planning, and other long-term planning will provide you with helpful tips, tools, information, and resources to
- [Free Report: Living with Alzheimer’s Disease](https://www.oconnelllawgroup.com/free-report-living-with-alzheimers-disease/) - Visit Main Website Call Us Now 508-202-1818 You’re Not Alone Get Your FREE Book on Living with Alzheimer’s Disease Are you or someone you love living with an Alzheimer’s diagnosis?An Alzheimer’s diagnosis doesn’t just affect one person — it affects an entire family. The confusion, fear, grief, and exhaustion can feel overwhelming. Many people quietly
- [Free Report: Alzheimer’s Care Guide](https://www.oconnelllawgroup.com/alzheimers-care-guide/) - Visit Main Website Call Us Now 508-202-1818 Find Clarity in an Overwhelming Time Get Your FREE Guide to Alzheimer’s Care Are you caring for a loved one with Alzheimer’s or worried about what comes next?An Alzheimer’s diagnosis can turn everyday life upside down — emotionally, physically, and financially. Families are often left asking What do
- [Thank You for Your Request! Free Guide is Being Emailed Now!](https://www.oconnelllawgroup.com/download-alzheimers-guide/) - If you don’t see it in your inbox be sure to check your spam or junk email folders (please do us a favor and drag it over to your inbox folder. This will help others receive this report in the future) Still Have a Question? Grab a time on the calendar below to discuss
- [Thank You for Your Request! Your Free Guide is Being Emailed Now!](https://www.oconnelllawgroup.com/download-understanding-medicaid/) - If you don’t see it in your inbox be sure to check your spam or junk email folders (please do us a favor and drag it over to your inbox folder. This will help others receive this report in the future) Still Have a Question? Grab a time on the calendar below to discuss
- [Rethinking Dementia Care—Lessons from The Hogeweyk](https://www.oconnelllawgroup.com/rethinking-dementia-care-lessons-from-the-hogeweyk/) - CALL US : 508-202-1818 Linkedin Youtube Facebook Instagram About Us Blog/Articles Events Resources Contact Us Rethinking Dementia Care — Lessons from The Hogeweyk Community, dignity, and design—how a pioneering model can reshape U.S. dementia care. Webinar: Wednesday, December 10, 2025, 12pm -12:30 PM ET Click Here to Register Dear colleagues and friends,Join us for a look
- [Fraud Webinar](https://www.oconnelllawgroup.com/fraud-webinar/) - CALL US : 508-202-1818 Linkedin Youtube Facebook Instagram About Us Blog/Articles Events Resources Contact Us Free Live Webinar: Thursday, November 13 at 12:00 PM EST | Duration: 30 minutes | Hosted on Zoom Protecting Yourself from the Fastest-Growing Scams in America Every year, millions of Americans fall victim to financial fraud — and the numbers
- [Protecting Yourself from the Fastest-Growing Scams in America](https://www.oconnelllawgroup.com/protecting-yourself-from-the-fastest-growing-scams-in-america/) - Protecting Yourself from the Fastest-Growing Scams in America! To Download the Slides, Click the Button Below Download Slides
- [Elder Law Appointment](https://www.oconnelllawgroup.com/elder-law-appointment/) - CALL US : 508-202-1818 Back to Homepage Looking to get started? Just have a few questions? Schedule your 20 minute, online meeting using the calendar below:
- [Terms and Conditions](https://www.oconnelllawgroup.com/terms-and-conditions/) - O'Connell Law LLC Terms and Conditions Effective date: September 10, 2025 Please read these terms and conditions carefully before using Our Service. Interpretation and Definitions Interpretation The words of which the initial letter is capitalized have meanings defined under the following conditions. The following definitions shall have the same meaning regardless of whether they appear
- [Free Report: An Introduction to Settling an Estate Through Probate](https://www.oconnelllawgroup.com/probate-booklet/) - Visit Main Website Call Us Now 508-233-4946 Navigating Probate with Care When faced with the loss of a loved one, the last thing you need is the added stress of making important financial decisions while grieving. If you find yourself in the position of probating your loved one’s estate, it is completely normal to have
- [Free Report: 10 reasons why you should start your estate plan today](https://www.oconnelllawgroup.com/free-report-10-reasons-why-you-should-start-your-estate-plan-today/) - Visit Main Website Call Us Now 508-202-1818 10 Reasons Why You Should Start Your Estate Plan Today Unlock Peace of Mind with Your FREE Report Are you ready to secure the future for yourself and your loved ones? Discover the critical reasons why initiating your estate plan is not just a responsible choice but a
- [Privacy Policy](https://www.oconnelllawgroup.com/privacy-policy/) - O'Connell Law Privacy Policy Last Updated on March 5, 2020. This privacy policy is effective immediately. INTRODUCTION At O'Connell Law, we respect your privacy and are committed to protecting it through our compliance with this policy. This policy describes the types of information we may collect from you or that you may provide when you
- [Olga Klebanova](https://www.oconnelllawgroup.com/about/olga-klebanova/) - Olga is O'Connell Law's Legal Billing Specialist and has been with the firm since 2014. She takes great pride in making sure the office is running smoothly and efficiently. Olga was born and raised in a beautiful Ural mountain region of northern Russia. In 2000 Olga moved to Estonia to study Law in Tartu University,
- [Events](https://www.oconnelllawgroup.com/events/)
- [Lia Woods](https://www.oconnelllawgroup.com/about/lia-woods/) - Lia joined the OCL team in August 2023 as the Estate Planning legal assistant. After being a full time stay at home mom, she decided she wanted to return to the work force and earned a post-baccalaureate certificate in Paralegal Studies. At OCL, Lia is responsible for preparing estate planning documents after having an initial
- [Mailani Apio-Plucheck](https://www.oconnelllawgroup.com/about/mailani-apio-plucheck/) - Mailani Apio-Plucheck is the Executive Assistant to Tiff. She is known for her passion for organization and efficiency. Over the years, she has honed her skills in providing top-notch administrative support to executives, ensuring their day-to-day operations run seamlessly. Now at O’Connell Law, she now brings those skills to helping Tiff be the best CEO
- [Nancy Anderson](https://www.oconnelllawgroup.com/about/nancy-anderson/) - Nancy received her B.S. in Psychology from Nazareth College in Rochester New York and has 30 years of experience in the legal and financial worlds. Nancy is a dedicated and compassionate legal assistant with a specialization in elder law. With a deep understanding of the unique challenges facing families today, she strives to provide comprehensive
- [Marly Rotenberg](https://www.oconnelllawgroup.com/about/marly-rotenberg/) - Marly is one of the Legal Assistants here at O’Connell Law, and has been with the firm since 2022. In her 2 years at the firm, Marly has had a variety of positions including summer intern, junior administrative intern, and now legal assistant. Currently, she is focused on client based projects including assisting clients in
- [Podcast](https://www.oconnelllawgroup.com/podcast/)
- [Virtual Dementia Tour](https://www.oconnelllawgroup.com/virtual-dementia-tour/)
- [Faiza Z. Chaudhry, JD](https://www.oconnelllawgroup.com/about/faiza-z-chaudhry/) - Faiza Z. ChaudhryClients’ ChoiceAward 2022 Faiza is the Managing Partner at O’Connell Law. Her area of expertise is estate planning, and she is licensed to practice law in Massachusetts. Faiza was born and raised in rural upstate New York. She graduated from University at Buffalo in 2006 with a Bachelor of Arts degree in Political
- [Elder Law FAQs](https://www.oconnelllawgroup.com/elder-law-faqs/) - Frequently Asked Questions About Elder Law What is elder law? Elder law constitutes a distinct legal specialty dedicated to addressing the requirements and obstacles of older individuals. It covers a wide range of issues, all aimed at safeguarding older adults’ rights, well-being, and financial security. What do elder law attorneys do? They assist
- [Thank You for Your Request! Your Free Guide is Being Emailed to You Now](https://www.oconnelllawgroup.com/download-estate-planning-basics/) - If you don't see it in your inbox be sure to check your spam or junk email folders (if it's there, please do us a favor and drag it over to your inbox folder. This will help others receive this report in the future)
- [Sarah Krueger](https://www.oconnelllawgroup.com/about/sarah-krueger/) - When you first meet Sarah, one immediately notices how warm and personable she is. For this reason, it is not surprising that she is an extrovert who loves meeting and talking to people. As O'Connell Law's MetLife Intake Specialist, she takes great pride in helping clients navigate their MetLife insurance coverage and supporting them during the
- [Rachel Mancour](https://www.oconnelllawgroup.com/about/rachel-mancour/) - Rachel joined the O’Connell Law team in August 2022 as an Administrative Support Specialist. Her job is to make sure all legal documents are in good order for when clients come to execute them. She is also the firm’s lead notary, so she assists clients with notarizing their documents as well. Rachel’s favorite part of
- [How To Pick Your Helpers](https://www.oconnelllawgroup.com/how-to-pick-your-helpers/) - WE ARE THRILLED YOU'D LIKE TO ATTEND OUR UPCOMING ZOOM MEETING Having trouble figuring out who you should pick to serve as a trustee, personal representative, power of attorney agent, or health care agent in your estate plan (collectively, ‘helpers’)? Come to O’Connell Law’s open office hour Zoom and we’ll help guide you through this
- [Traveling Again!](https://www.oconnelllawgroup.com/traveling-again/) - How to Prepare So That You Can Travel Again With Peace of Mind! How to Prepare So That You Can Travel Again With Peace of Mind! Now that we’re able to come out of our homes and do the things we love to do and that we’ve been holding off doing, let’s make sure you
- [Estate Planning is More Important—and Safer—than  Ever](https://www.oconnelllawgroup.com/estate-planning-is-more-important-and-safer-than-ever/)
- [Digital Assets](https://www.oconnelllawgroup.com/digital-assets/) - When you think about your estate plan, you probably consider your home, vehicles, family heirlooms, and financial assets. But there is another category to consider, and it is a big one—your digital assets. The time you spend on your smartphone and computer has built a virtual warehouse of digital assets, which can include personal assets
- [Lunch and Learn](https://www.oconnelllawgroup.com/lunch-and-learn/) - WE ARE THRILLED YOU'D LIKE TO ATTEND OUR UPCOMING WEBINAR Please fill in the information below and click the Submit button to register. It’s a New Year — How to Be a Savvy Real Estate Buyer WEBINAR INFORMATION Tuesday, January 24th12:00PM-12:30PM First Name * Last Name * Email * Register (508) 202-1818 www.OConnellLawGroup.com
- [Client Portal](https://www.oconnelllawgroup.com/client-portal/) - Access Our Secure Client Portal Our client portal, Clio for Clients, gives clients 24/7 access to their electronic client file from any computer or smartphone, all in a secure SSL encrypted cloud environment, all while preserving important attorney-client privileges. Clio for Clients also allows us to upload your sensitive or large files directly to their
- [College Plan](https://www.oconnelllawgroup.com/college-plan/) - Don't Make These Legal Mistakes With Your College-Aged Child Grab our FREE report and learn exactly how to prepare your child for leaving home, whether they are going out of state or just down the road. Dear Parent,Your child is leaving for college. You’ve got them all prepared, their bags are packed, you’ve prepped them
- [College Plan](https://www.oconnelllawgroup.com/college-plan-fb/) - Don't Make These Legal Mistakes With Your College-Aged Child Grab our FREE report and learn exactly how to prepare your child for leaving home, whether they are going out of state or just down the road. Dear Parent,Your child is leaving for college. You’ve got them all prepared, their bags are packed, you’ve prepped them
- [The Key Estate Planning Documents Everyone Needs](https://www.oconnelllawgroup.com/online-workshop/) - Is Your Estate Plan Missing These Key Legal Documents? Estate Planning Attorney & Expert Tiffany O’Connell Is About To Show You Exactly What Documents You Need In Your Estate Plan and Why Having A Will Just Isn’t Enough To Protect You & Your Family From The Horrors Of Probate Court. Dear Friend,If you are anything
- [The Key Estate Planning Documents Everyone Needs](https://www.oconnelllawgroup.com/estate-planning-workshop/) - The Key Estate Planning Documents Everyone Needs and Why You May Need A Trust Online Workshop Join Attorney Tiff O’Connell on Zoom from the comfort of your own home where we will explore the importance of estate planning, the key documents you need, and what you should know to protect your family.Each participant can order
- [Reviews](https://www.oconnelllawgroup.com/client-reviews/)
- [How to Pick Your Helpers](https://www.oconnelllawgroup.com/faqs/how-to-pick-your-helpers/) - Your “helpers” are the individuals who are going to carry out your wishes or act on your behalf if you become incapacitated or pass away. Our estate planning team is always available to discuss the nuances and implications of each of these helper roles and help you decide which you need to fill and with
- [Frequently Asked Questions](https://www.oconnelllawgroup.com/faqs/) - Overview of Estate Planning How to Pick Your Helpers
- [Testimonials](https://www.oconnelllawgroup.com/testimonials/)
- [Articles](https://www.oconnelllawgroup.com/articles/)

## Dynific Global Templates

- [Schedule an Appointment Boxes](https://www.oconnelllawgroup.com/?ae_global_templates=schedule-an-appointment-boxes) - Retirement Estate Planning, Elder Law & Long-Term Care Duration: 20 MinutesThis consultation is designed for individuals and families who are concerned about retirement estate planning, elder law issues, or long-term care.Schedule this appointment if:You are planning to retire soon or retired (age 65+) and need to create or update your Will, Trust, or estate plan
- [Calls to Action - Alzheimer's Planning](https://www.oconnelllawgroup.com/?ae_global_templates=calls-to-action-estate-planning-4) - Get your complimentary Guide to Alzheimer’s Care! Download Now Order our complimentary book: You’re Not Alone — Living with Alzheimer’s Disease Download Now Order our complimentary book: You’re Not Alone — Living as an Alzheimer’s Caregiver Download Now
- [Calls to Action - Asset Protection](https://www.oconnelllawgroup.com/?ae_global_templates=calls-to-action-estate-planning-7) - I want to ask a specific asset protection question or a question about your services. Contact Us I’m ready to schedule an appointment to start discussing my asset protection needs. Schedule an Appointment The Estate Planning Basics report reveals the steps you should be taking right now to protect your home and savings from creditors,
- [Calls to Action - Probate/Trust Administration](https://www.oconnelllawgroup.com/?ae_global_templates=calls-to-action-estate-planning-2) - I want to ask a specific probate question or a question about your services. Contact Us I’m ready to schedule an appointment to start discussing my probate needs. Schedule an Appointment If you are faced with the prospect of probating a loved one’s estate, chances are you have plenty of questions. This free report has
- [Calls to Action - Elder Law](https://www.oconnelllawgroup.com/?ae_global_templates=calls-to-action-estate-planning-6) - I want to ask a specific elder law question or a question about your services. Contact Us I’m ready to schedule an appointment to start discussing my elder law needs. Schedule an Appointment This FREE report reveals the steps you should be taking right now to protect your hard-earned savings and provide the best possible
- [Calls to Action - Estate Planning](https://www.oconnelllawgroup.com/?ae_global_templates=calls-to-action-estate-planning) - I want to ask a specific estate planning question or a question about your estate plan and/or will and trust services. Contact Us I’m ready to schedule an appointment to start discussing my estate planning needs. Schedule an Appointment The Estate Planning Basics report reveals the steps you should be taking right now to protect
- [Calls to Action - Home Page](https://www.oconnelllawgroup.com/?ae_global_templates=calls-to-action-estate-planning-3) - Finally, an Estate Planning Guide for Everyone! ORDER YOUR COPY OF Do You Have a Plan? How to Avoid Leaving a Mess (A Guide to Estate Planning) Order Your Copy
- [Calls to Action - Lead Magnets](https://www.oconnelllawgroup.com/?ae_global_templates=calls-to-action-estate-planning-5) - The Estate Planning Basics report reveals the steps you should be taking right now to protect your home and savings from creditors, lawsuits, excessive taxes, and seemingly endless Long-term care costs. Download Now If you are faced with the prospect of probating a loved one’s estate, chances are you have plenty of questions. This free

## Practice Areas

- [Elder Law Attorney Massachusetts – Protecting Families Through Every Stage of Life](https://www.oconnelllawgroup.com/practice-areas/elder-law/) - O'Connell Law's CELA-led elder law team helps Massachusetts families with Medicaid (MassHealth) planning, long-term care, and asset protection. Schedule a consultation.
- [Asset Protection](https://www.oconnelllawgroup.com/practice-areas/asset-protection/) - Safeguard your Massachusetts home, savings, and legacy with experienced asset protection planning from O'Connell Law. Contact us to protect your family's future.
- [Probate and Trust Administration](https://www.oconnelllawgroup.com/practice-areas/probatetrust-administration/) - Help settling an estate? O'Connell Law guides Massachusetts executors and trustees through probate and trust administration. Schedule a free consultation.
- [Alzheimer’s Planning](https://www.oconnelllawgroup.com/practice-areas/alzheimers-planning/) - Plan for dementia care with a Massachusetts Alzheimer's planning attorney. Guidance for caregivers on incapacity documents and long-term care.
- [Estate Planning](https://www.oconnelllawgroup.com/practice-areas/estate-planning/) - Work with O'Connell Law for estate planning in Natick, Northampton, and across MA. Wills, trusts, and legacy plans. Schedule a free consult.
- [Estate Planning for Young Adults](https://www.oconnelllawgroup.com/practice-areas/estate-planning-for-young-adults/) - Even young adults need legal documents once parents can no longer automatically make decisions for them. O'Connell Law's Young Adult Plan helps families put key incapacity documents in place for emergencies, college, travel, and early adulthood.

## Testimonials

- ["Patiently and kindly explained complicated topics for us"](https://www.oconnelllawgroup.com/testimonials/patiently-and-kindly-explained-complicated-topics-for-us/) - We appreciate Faiza and the team at O’Connell Law very much! She patiently and kindly explained complicated topics for us along the way. Thank you
- ["outstanding experience from start to finish"](https://www.oconnelllawgroup.com/testimonials/outstanding-experience-from-start-to-finish/) - Working with O’Connell Law was an outstanding experience from start to finish. They made what can often feel like a complicated and overwhelming process incredibly easy and time-efficient. Their use of virtual meetings was especially helpful, allowing us to move things forward quickly without sacrificing quality or attention to detail.The team was highly organized, responsive,
- ["Fantastic experience"](https://www.oconnelllawgroup.com/testimonials/fantastic-experience-2/) - Fantastic experience working with Faiza and her team at O'Connell Law LLC. Every meeting we had with her was laid out so well, with full explanations and visuals for each step in the process. Faiza and her team made this process seamless and easy.
- [“t” crossed and every “i” dotted](https://www.oconnelllawgroup.com/testimonials/t-crossed-and-every-i-dotted/) - Working with Faiza, Sarah, Laura, and the entire O’Connell Law team to guide Corinne and me through building our estate plan was truly exceptional. They each brought a combination of expertise and efficiency to every touch point; every detail was handled with precision, with every “t” crossed and every “i” dotted.What genuinely set the firm
- ["That extra attention gave us real peace of mind."](https://www.oconnelllawgroup.com/testimonials/that-extra-attention-gave-us-real-peace-of-mind/) - We had a great experience working with Faiza Chaudhry and O’Connell Law on our estate plan.Faiza and her assistant, Lia Woods, were always responsive and easy to work with. Faiza was kind, patient, and very thorough, and she made sure we understood our options and felt comfortable with every step. When a few new questions
- [Had a wonderful online/virtual meeting](https://www.oconnelllawgroup.com/testimonials/had-a-wonderful-online-virtual-meeting/) - When my wife and I decided to get our Wills done neither of us knew who to use. I did a Google Search and began reading reviews on local Law firms who do wills. I eventually came across O'Connell Law who was located across the street where I grew up. They were 5-Star with a
- ["The whole process was very simple"](https://www.oconnelllawgroup.com/testimonials/the-whole-process-was-very-simple/) - I highly recommend O'Connell Law. Each person we met with was professional, yet friendly, and made the best use of our time. Each step was carefully explained & executed in a timely way. The whole process was very simple and we received a binder with all necessary paperwork.
- ["I highly recommend the services of this firm to anyone who wants to feel confident that their loved ones will have a detailed framework for dealing with financial and legal realities in the aftermath of personal loss."](https://www.oconnelllawgroup.com/testimonials/i-highly-recommend-the-services-of-this-firm-to-anyone-who-wants-to-feel-confident-that-their-loved-ones-will-have-a-detailed-framework-for-dealing-with-financial-and-legal-realities-in-the-aftermat/) - My husband and I engaged the services of O'Connell Law LLC to help us set a plan in place for end of life concerns. Each of the staff we dealt with was very knowledgeable and patient and fully answered all of our questions. After our initial consultation we were guided through each step of the
- ["They made the entire experience simple and enjoyable"](https://www.oconnelllawgroup.com/testimonials/they-made-the-entire-experience-simple-and-enjoyable/) - We had an excellent experience with the team at O'Connell Law! The team was very knowledgeable, patient and open to answering all our questions. They made the entire experience simple and enjoyable. I would strongly recommend them.
- [Estate Planning Done "Pain-free"](https://www.oconnelllawgroup.com/testimonials/estate-planning-done-pain-free/) - O'Connell Law made the Estate Planning process pain-free. They are very organized and we were able to take care of all my needs in a series of short step-by-step meetings.
- ["They took the time to explain complex legal concepts and provided guidance with respect to our estate plan"](https://www.oconnelllawgroup.com/testimonials/they-took-the-time-to-explain-complex-legal-concepts-and-provided-guidance-with-respect-to-our-estate-plan/) - The staff at O'Connell Law are knowledgeable, responsive, and friendly. They took the time to explain complex legal concepts and provided guidance with respect to our estate plan. We are confident that our affairs will be in order when necessary and that provides a tremendous amount of relief about the future. Thank you to Faiza
- ["All of the staff was kind, warm, and everything felt so personalized down to the very end of the process."](https://www.oconnelllawgroup.com/testimonials/all-of-the-staff-was-kind-warm-and-everything-felt-so-personalized-down-to-the-very-end-of-the-process/) - O'Connell Law came highly recommended to us and we quickly understood why. They not only are competitively priced for a more-complicated-than-usual estate plan, but they are one of the most welcoming, informative, and prompt law firms we have ever had the pleasure of working with. Atty Faiza Chaudhry was warm, incredibly patient, deeply knowledgeable, and
- ["O’Connell were an absolute pleasure to work with"](https://www.oconnelllawgroup.com/testimonials/oconnell-were-an-absolute-pleasure-to-work-with/) - O’Connell were an absolute pleasure to work with, and I would highly recommend their services. We engaged them to create a Trust.Before finding O’Connell, we had reached out to another firm for an initial consultation. That attorney used a lot of confusing legal jargon, provided no supporting documents, and essentially told us to come back
- [What the Entire Process was Really Like](https://www.oconnelllawgroup.com/testimonials/what-the-entire-process-was-really-like/) - Testimonial for O’Connell Law Group. We recently used Work Benefit, MetLife legal services and worked with the O’Connell Law Group. From the start, the process was smooth and well-organized. Once connected with the law office, we were scheduled for a consultation with Faiza to review options for Wills and Trusts. We knew we were interested
- ["we are very pleased with the outcome"](https://www.oconnelllawgroup.com/testimonials/we-are-very-pleased-with-the-outcome/) - We had an excellent experience setting up a trust with O'Connell Law. They were very skilled in clearly explaining the legal and financial complexities of estate planning, the pros and cons of developing a trust and walking us through the entire process. They communicated with us frequently and were available to answer questions. The 'signing'
- ["would absolutely work with them again in the future"](https://www.oconnelllawgroup.com/testimonials/would-absolutely-work-with-them-again-in-the-future/) - O’Connell were an absolute pleasure to work with, and I would highly recommend their services. We engaged them to create a Trust.Before finding O’Connell, we had reached out to another firm for an initial consultation. That attorney used a lot of confusing legal jargon, provided no supporting documents, and essentially told us to come back
- ["avoid probate and get your estate done with O'Connell Law"](https://www.oconnelllawgroup.com/testimonials/avoid-probate-and-get-your-estate-done-with-oconnell-law/) - We hired O'Connell law to help my wife and I with estate planning. I was impressed with their professionalism and how well they listened to our unique requirements. I really also liked their package and how easy it was to follow their instructions. I highly recommend this firm... avoid probate and get your estate done
- ["I cannot say enough about our awesome experience with O'Connell Law!"](https://www.oconnelllawgroup.com/testimonials/i-cannot-say-enough-about-our-awesome-experience-with-oconnell-law/) - I cannot say enough about our awesome experience with O'Connel Law! They did an excellent job explaining how a trust is put together. Faiza made us feel very comfortable with the process and she took the time to ensure we understood the documents. From the first phone call through our signing ceremony we were shown
- ["We are sleeping much better at night now"](https://www.oconnelllawgroup.com/testimonials/we-are-sleeping-much-better-at-night-now/) - The experience with O'Connell Law has been seamless all the way through. Legal issues, especially when it comes to planning around one's end of life issues, are both complicated and scary, but Faiza and her team made it all manageable and understandable and we are sleeping much better at night now. It is not an
- ["Warm, smooth, and reassuring experience"](https://www.oconnelllawgroup.com/testimonials/warm-smooth-and-reassuring-experience/) - We recently completed our first estate planning process, and it turned out to be such a warm, smooth, and reassuring experience -- even though we came in with little background knowledge. Everyone we worked with was patient, pleasant, and truly knowledgeable. From the start, Sarah's introduction was warm, welcoming, and clear, which immediately put us
- ["An outstanding experience with O’Connell Law and Estate Planning"](https://www.oconnelllawgroup.com/testimonials/an-outstanding-experience-with-oconnell-law-and-estate-planning/) - We had an outstanding experience with O’Connell Law and Estate Planning. From start to finish, the firm provided exceptional service. In particular, we want to commend Faiza Z. Chaudhry, JD, who guided us through our estate plan with expertise, care, and professionalism.We were looking for a plan that was both affordable and comprehensive, and we
- ["can not recommend O'Connell Law enough!"](https://www.oconnelllawgroup.com/testimonials/can-not-recommend-oconnell-law-enough/) - We had an incredible experience working with Faiza and the O'Connell Law team. From our initial outreach, to the exploratory phone call, to the entire process of funding our trust - Faiza and her colleagues were constantly available, and always genuinely cared. We never felt rushed and any question we had (no matter how small,
- [Friendly!](https://www.oconnelllawgroup.com/testimonials/friendly/) - The staff are very professional and friendly! We really enjoy with them
- ["They made the entire process very low stress"](https://www.oconnelllawgroup.com/testimonials/they-made-the-entire-process-very-low-stress/) - Faiza and all the staff at O'Connell Law were incredibly helpful, knowledgeable and kind. We got immediate responses to all our questions, as well as excellent advice. They made the entire process very low stress and they have been an absolute pleasure to work with. We recommend them highly!
- ["it seemed like a daunting and uncomfortable process... O'Connell's approach is straightforward and easy"](https://www.oconnelllawgroup.com/testimonials/it-seemed-like-a-daunting-and-uncomfortable-process-oconnells-approach-is-straightforward-and-easy/) - "I contacted O'Connell Law to assist with my first time estate planning, which I had put off because it seemed like a daunting and uncomfortable process. O'Connell's approach is straightforward and easy; with Faiza's guidance I was able to establish a trust and execute related documents. Faiza listened to my concerns and questions, and addressed
- ["They made a complex process easy for us to understand"](https://www.oconnelllawgroup.com/testimonials/they-made-a-complex-process-easy-for-us-to-understand/) - "A Friend of ours recommended O'Connell Law to us. Their team recently did an estate plan for us and the entire experience from start to finish was wonderful. Each person we dealt with was so friendly and helpful. They made a complex process easy for us to understand"
- ["I highly recommend taking this step to make sure your family receives the maximum amount of benefits that you spent a lifetime earning"](https://www.oconnelllawgroup.com/testimonials/i-highly-recommend-taking-this-step-to-make-sure-your-family-receives-the-maximum-amount-of-benefits-that-you-spent-a-lifetime-earning/) - "We finally stopped procrastinating and decided to update our living trust with the necessary tax planning documents to complete our estate planning. I think a big part of our procrastination was our fear to fully comprehend the process and all the benefits so we could understand the value this would provide to the plan and
- ["They worked with our kid's crazy schedules"](https://www.oconnelllawgroup.com/testimonials/they-worked-with-our-kids-crazy-schedules/) - "Nicole and her team were fabulous! They put together a series of documents to help protect our assets for years to come. The team were all friendly, efficient, and knew what they were doing. Our children had to come to the office and sign papers, they worked with our kid's crazy schedules and truly made
- ["We cannot say enough good things about this law firm!"](https://www.oconnelllawgroup.com/testimonials/we-cannot-say-enough-good-things-about-this-law-firm/) - I would highly recommend O'Connell Law to anyone looking to get their affairs in order as it pertains to a Trust. Faiza Chaudhry, Esq., Managing Partner, did a fabulous job in setting us at ease right from the beginning. Recognizing that putting a trust together has the potential to be an overwhelming task, she started
- ["Very professional and really took the time to explain everything while encouraging us to ask questions."](https://www.oconnelllawgroup.com/testimonials/very-professional-and-really-took-the-time-to-explain-everything-while-encouraging-us-to-ask-questions/) - Highly recommend the team at O'Connell Law. Recently completed my estate plan with them. Unlike other firms that try to do everything, they focus on estate planning. Faiza was very professional and really took the time to explain everything while encouraging us to ask questions.
- ["Wonderful and Very Patient"](https://www.oconnelllawgroup.com/testimonials/wonderful-and-very-patient/) - Working with Faiza Chaudhry at O’Connell law was a real pleasure. Putting together our estate plan with all its supporting documents was quite a task. Faiza was a wonderful and very patient teacher who walked us through everything slowly and thoughtfully. We were also very happy with all her associates that we encountered along the
- [It Was a Pleasure](https://www.oconnelllawgroup.com/testimonials/it-was-a-pleasure/) - We did an estate plan through O'Connell Law. They made the process as smooth as possible for us, explaining in detail about things we didn't know, navigating and guiding us through every document. They were great with any follow-ups and prompt responses to any questions. The team is very knowledgeable and experienced. It was a
- [Extremely easy for us](https://www.oconnelllawgroup.com/testimonials/extremely-easy-for-us/) - My family knew we wanted an estate plan and trust but didn't know where to start. O'Connell Law explained the process and walked us through everything so it made it extremely easy for us. They really took our needs into consideration, expedited getting a trust established for us, were fantastically professional, prompt, and responsive throughout.
- [We highly recommend O’Connell law to anyone in need of estate planning services](https://www.oconnelllawgroup.com/testimonials/we-highly-recommend-oconnell-law-to-anyone-in-need-of-estate-planning-services/) - It has been a real pleasure getting to know Faiza and the O’Connell law family and working with them to set up our trusts. Faiza and their team were immensely knowledgeable, responsive, and helpful. They made a process that was inherently daunting approachable and made the process as easy as possible. We highly recommend O’Connell
- [I can't say enough about the team at O'Connell Law!](https://www.oconnelllawgroup.com/testimonials/i-cant-say-enough-about-the-team-at-oconnell-law/) - They have been working with me through the ups and downs of my family estate for the past four years; though at times frustrating for them, they have been patient and kind throughout this process. There was not a time that a question did not go unanswered; everyone was well-informed and very knowledgeable. I never
- [THE BEST!](https://www.oconnelllawgroup.com/testimonials/the-best/) - Chloe and her team at O’Connell Law are “THE BEST” in service all aspects. Everything went so smooth and hassle free with their guidance from the beginning to end for our Wills and Trusts Estate planning. We strongly recommend to choose O’Connell Law for legal services.
- [Five-Stars](https://www.oconnelllawgroup.com/testimonials/five-stars/)
- [Great Service](https://www.oconnelllawgroup.com/testimonials/great-service/) - Had an estate plan put together by O'Connell Law and it went very well. Our rep, Chloe, guided us through the whole process and answered all of our questions. At the completion of the process, all signed documents (Living Trust, Will, Power of Attorney, Health Care Proxy, HIPAA, Living Will, etc.) were presented to us
- [Loved Work With](https://www.oconnelllawgroup.com/testimonials/loved-work-with/) - We loved working with the entire O'Connell team, specially Chloe. They walked us through every step. Answered tons of our questions patiently and helped make good decisions we are satisfied with. Thanks for everything.
- [Very Professional and Knowledgeable](https://www.oconnelllawgroup.com/testimonials/very-professional-and-knowledgeable/) - The whole experience was very process and detailed oriented. The team was very organized answering any doubts we had multiple times. Very professional and knowledgeable.
- [Smooth and Easy](https://www.oconnelllawgroup.com/testimonials/smooth-and-easy/) - The experience was very smooth and easy. My wife and I had been thinking about getting all of our legal documents in order for some time but between our busy schedules we hadn't found the time. O'Connell was able to work around our schedules and really guide us through the process so that it required
- [Fantastic Support](https://www.oconnelllawgroup.com/testimonials/fantastic-support/) - The team at O'Connell Law is fantastic - knowledgeable, helpful and kind. Faiza, Tiffany and the whole team provided fantastic support and are simply wonderful people. Thank you!
- [We Can Not Say Enough About This Firm](https://www.oconnelllawgroup.com/testimonials/we-can-not-say-enough-about-this-firm/) - My wife and I had the chance to do all our Estate Planning with this firm 9/23. We can not say enough about this firm and staff the best. They made you feel like a friend. The paperwork is placed in a tabbed binder to make it easy to find everything. We will say THANK
- [Amazing](https://www.oconnelllawgroup.com/testimonials/amazing/) - The O'Connell Law team is amazing to work with. I've interacted with them for four years now and trust their team from start to finish.
- [Made it a Breeze](https://www.oconnelllawgroup.com/testimonials/made-it-a-breeze/) - O'Connell Law group made the establishment of my estate plan a breeze, and they were very helpful with making an update as well. Highly recommend.
- [Excellent Guidance and Expertise](https://www.oconnelllawgroup.com/testimonials/young-adult-incapacity-plan/) - It is my absolute pleasure to recommend O'Connell Law LLC (Natick, MA)! From the beginning, I knew O'Connell Law would be a terrific fit for me and my legal needs. The entire staff--support, legal assistants, attorneys--is personable, supportive, and efficient. They were welcoming, caring, knowledgeable, and professional, providing excellent guidance and expertise. The process and
- [She makes the most complex things easy to understand](https://www.oconnelllawgroup.com/testimonials/she-makes-the-most-complex-things-easy-to-understand/) - When you want someone who can explain the complexity of estate planning and then walk you through it as if it is as simple as making a cup of instant coffee, Tiffany is the person to seek out. We had Tiffany update our estate and will. Who knew that after 8 years so much had
- [If you need a probate lawyer, look no further](https://www.oconnelllawgroup.com/testimonials/if-you-need-a-probate-lawyer-look-no-further/) - Tiffany helped me tremendously in handling my brother's estate, who died suddenly under tragic circumstances. She was recommended by a friend, at the time when I was desperately looking for someone to guide me through the intricacies of the probate process. Circumstances notwithstanding, I could not have been more pleased. Since our first meeting, I
- [Pleasure to Work With!](https://www.oconnelllawgroup.com/testimonials/pleasure-to-work-with/) - My wife and I wanted to create an estate plan to protect our young family in the event of an emergency and after a little searching online came upon Tiffany. We had an initial complimentary face-to-face meeting to discuss our situation and afterwards decided to continue working with Tiffany and trusting her to take care
- [An extraordinary, dedicated, compassionate lawyer! Don't even bother with anyone else.](https://www.oconnelllawgroup.com/testimonials/an-extraordinary-dedicated-compassionate-lawyer-dont-even-bother-with-anyone-else/) - Attorney O'Connell Is an extraordinary person. She knows the system, the law, and how to best minimize both emotional and financial impact to her client! She kept me informed and educated every step of the way! I know I was 'guided' to this person for help and closure of my mother's estate. No other lawyer
- [Knowledgeable, attentive, and easy to work with](https://www.oconnelllawgroup.com/testimonials/knowledgeable-attentive-and-easy-to-work-with/) - My wife and I had not updated our estate plans in quite some time and we were referred to see Tiffany. Tiffany takes the time to ask great questions, she covers all the bases, and then uses a method to lay it all out in front of you that helps you clearly understand what your
- [Made a meaningful difference at a difficult time](https://www.oconnelllawgroup.com/testimonials/made-meaningful-difference-difficult-time/) - I was very fortunate to find Lynda Furash after my father passed away in March. Although my duties and responsibilities as personal representative of the estate were pretty clear, Lynda was able to clarify the finer points and help me navigate the process in an informed and thoughtful manner. Most importantly, since I was experiencing
- [A Knowledgeable, Thorough, Professional Attorney](https://www.oconnelllawgroup.com/testimonials/knowledgeable-thorough-professional-attorney/) - Lynda Furash handled my mother's estate in support of me, the Personal Representative, and my siblings. Lynda was assigned to our case at a very, hectic, demanding emotional time of adjustment that follows family loss. Lynda's work is excellent! She and I are both very detailed and as such, we were able to establish a
- [Complex Operations with Precision, Courtesy, and Amazing Efficiency](https://www.oconnelllawgroup.com/testimonials/complex-operations-with-precision-courtesy-and-amazing-efficiency/) - We've worked with O'Connell Law for several years now. Tiffany and her entire staff carry out complex operations with precision, courtesy, and amazing efficiency. I would mention two strengths. The matters she deals with entail numerous options and complex implications: Tiffany is superb as disentangling them, giving time to consider them, and offering further clarifications
- [Possibly the Most Enjoyable Time That Can Be Had in a Legal Office](https://www.oconnelllawgroup.com/testimonials/possibly-the-most-enjoyable-time-that-can-be-had-in-a-legal-office/) - Tiff and her staff are great to work with. Possibly the most enjoyable time that can be had in a legal office with efficiency and effectiveness as bonuses.
- [This Law Firm Is the Best](https://www.oconnelllawgroup.com/testimonials/this-law-firm-is-the-best/) - This law firm is the best. Very personable. Covers all aspects that you need and is very detailed in all they do. Beautiful location, easy to get to and serves delicious coffee. If you need a lawyer that you can count on for your best interest this is a great one.
- [A Stress-Free and Educational Experience](https://www.oconnelllawgroup.com/testimonials/a-stress-free-and-educational-experience/) - Our experience updating and creating new Revocable Trusts and Wills with Tiff and her staff could not have gone more smoothly and painlessly. What seemed like might be a daunting task was actually a stress-free and educational experience. I had an existing trust that I had never really understood and never funded correctly. O'Connell Law
- [Friendly, Concise and Clear](https://www.oconnelllawgroup.com/testimonials/friendly-concise-and-clear/) - Tiff and her staff were incredibly helpful in assisting in creating and guiding me through the process of creating estate documents for my family. They were friendly, concise and clear throughout the entire process. I would recommend them highly.
- [Excellent, Patient, Accommodating as Well as Very Professional](https://www.oconnelllawgroup.com/testimonials/excellent-patient-accommodating-as-well-as-very-professional/) - We went to O'Connell Law to update all of our estate planning documents which had been prepared years earlier by an attorney who has since retired. Our first meeting with Tiffany made us feel very comfortable that we would be dealing with someone who was patient and accommodating as well as very professional. In subsequent
- [After Reading Several Rave Reviews in Our Experience ...](https://www.oconnelllawgroup.com/testimonials/after-reading-several-rave-reviews-in-our-experience/) - My family decided to go with O’Connell Law for creating an estate plan after reading several rave reviews about the exceptional experiences of their other clients. Well, I can honestly say that Tiff and her team exceeded my expectations in all aspects of our engagement. Tiff went to great lengths to ensure my family clearly
- [My First Experience with a Law Firm](https://www.oconnelllawgroup.com/testimonials/my-first-experience-with-a-law-firm/) - This is my first experience with a law firm and I cannot believe how nice everyone is especially Tiff. She has tremendous knowledge of every aspect of the law and she finds the time to answer every question that comes to mind. Her first interest is with her clients and she has made it a
- [Gold Standard of Law Firms!](https://www.oconnelllawgroup.com/testimonials/gold-standard-of-law-firms/) - Gold standard of law firms! Tiffany and her legal team are intelligent, kind, caring, efficient and wonderful! It is a pleasure to find this level of competence and understanding in the world today. It is always a joy to interact with this fine professional team.
- [Exceptionally Pleased](https://www.oconnelllawgroup.com/testimonials/exceptionally-pleased/) - My husband and I were exceptionally pleased with the advice and guidance provided by Tiff and her staff. Very nice people and well-versed in everything that Estate Planning entails. We highly recommend!
- [Easy to Understand](https://www.oconnelllawgroup.com/testimonials/easy-to-understand/) - Tiff and her team were incredible throughout the whole estate planning process. From easy to understand explanation to flexibility with scheduling, it was a pleasure working with them. We would warmly recommend Tiff, Faiza and James to anybody looking for estate planning services.
- [Friendly, Professional and Kind](https://www.oconnelllawgroup.com/testimonials/friendly-professional-and-kind/) - The people at O'Connell Law LLC are friendly, professional and kind. They explain everything in terms that my non-legal mind found easy to understand and were open to any and all questions that I had. The environment inside their office is comfortable and tasteful and the entire staff went out of their way to make
- [We Feel Ready for What the Future Brings](https://www.oconnelllawgroup.com/testimonials/we-feel-ready-for-what-the-future-brings/) - Faiza was most comfortable to work with. She was professional, knowledgeable, and helpful navigating my husband and I through our planning. The whole process of estate planning is confusing for many of us. We want to do the right thing but are unsure what needs to be done. Faiza was able to assure and explain
- [Thanks Again for A Perfect Job!!!](https://www.oconnelllawgroup.com/testimonials/thanks-again-for-a-perfect-job/) - Tiff and her associates at O'Connell Law were absolutely amazing to work with. From the very beginning I felt extremely comfortable and knew I had made the right choice!! Tiff was thorough, kind and explained everything I had questions on. Needless to say my estate plan was tailored with great detail, expertise and kindness on
- [A Law Firm that Treats You Like Family!](https://www.oconnelllawgroup.com/testimonials/a-law-firm-that-treats-you-like-family/) - This was our first time going to a lawyer and that word alone was scary enough for us. From the first moment we walked in to the office everyone made us feel comfortable and at ease. Faiza took the time to explain everything to us without making us feel inadequate. There were some confusing aspects
- [Estate Planning/Will/Trust](https://www.oconnelllawgroup.com/testimonials/estate-planning-will-trust/) - Faiza walked us thru the options that were available to us in preparing our will & other related docs. Her process was very thorough, she white boarded each different item & talked thru our options. She was very detailed in her explanations, provided pros & cons, she gave us all the information we needed to
- [Help with Estate Planning](https://www.oconnelllawgroup.com/testimonials/help-with-estate-planning/) - My wife and I went to O'Connell Law to help us create a will and discuss estate plans. It's never a conversation you "want" to have and we were long overdue in getting it done. Faiza was outstanding in listening to our situation, what we were looking to do, and very clearly laying out the
- [Recommended By My Financial Advisor](https://www.oconnelllawgroup.com/testimonials/recommended-by-my-financial-advisor/) - My husband and I had discussed with our financial advisor the need to update our will and she had recommended Faiza for our estate planning. It has been a pleasure working with Faiza in planning my husband and my wills and trusts. Faiza is very personable and easy to work with when going through the
- [Worry-free Estate Planning](https://www.oconnelllawgroup.com/testimonials/worry-free-estate-planning/) - Faiza made it very easy to do our estate planning while preparing for the birth of our first child. She was a great teacher who helped us understand the documents, and she was very approachable and open to questions. The documents came out exactly as we asked, with great attention to detail. We felt confident
- [Estate Planning Services](https://www.oconnelllawgroup.com/testimonials/estate-planning-services/) - My wife and I worked with Faiza and her team earlier this year to plan a will/trust. Coming into this without any legal background, we did not know what to expect. However, after our first meeting we felt incredibly comfortable in our decision to work with her. Faiza took the time to explain all of
- [Excellent Service!](https://www.oconnelllawgroup.com/testimonials/excellent-service/) - It has been a pleasure working with O'Connell Law Firm over the years. I recently had a question regarding my will, and Faiza Chaudhry was immensely attentive and helpful. I highly recommend the entire firm and grateful to Faiza for her assistance.
- [Detailed and Knowledgeable](https://www.oconnelllawgroup.com/testimonials/detailed-and-knowledgeable/) - My husband and I worked with Faiza before and during the pandemic. Even though many aspects of life came to a halt, Faiza’s guidance on our wills and trust continued through her effective use of technology. She listened to our needs, and provided detailed/comprehensible information for our consideration. We are very pleased with the work
- [Extensive Knowledge and Expertise](https://www.oconnelllawgroup.com/testimonials/extensive-knowledge-and-expertise/) - Tiff immediately established an effective working relationship with my husband and me. She proactively shared her extensive knowledge and expertise regarding wills and trusts. All of this was achieved during the pandemic. Through Tiff’s leadership and delegation, our wills and trust were completed to our complete satisfaction, when much of society came to a halt.
- [Wonderful Experience](https://www.oconnelllawgroup.com/testimonials/wonderful-experience/) - Faiza has been extremely helpful and patient through the work that we just recently did which included wills, health care proxies and other health care information, working out beneficiary information for all of our assets and placing these into a trust. Not only did she make all of these complicated pieces easy to understand, she
- [A Surprisingly Good Experience](https://www.oconnelllawgroup.com/testimonials/a-surprisingly-good-experience/) - For thirty years my husband managed our finances. My eyes crossed every time he tried to get me involved. I’m not proud of that but it came back to haunt me when he got ill and it all fell to me. Eventually I woke up to the fact that his illness meant that I needed
- [Competence, Compassion, and Elegance](https://www.oconnelllawgroup.com/testimonials/competence-compassion-and-elegance/) - When seeking a lawyer to tackle the daunting task of Estate Planning, the firm of O’Connell Law LLC was recommended by our financial advisor. Our first meeting coincided with the onset of the COVID19 pandemic and necessitated doing so “virtually”. In spite of the sudden transition from business-as-usual, all of our interactions were handled with
- [Smart, Thorough and Caring](https://www.oconnelllawgroup.com/testimonials/smart-thorough-and-caring/) - O'Connell Law is all about keeping the client front and center. Faiza met us on a Saturday because of our availability. She gave us a one-on-one estate planning seminar addressing our goals and questions laying out the law and our options clearly and concisely. We left this initial meeting with our next appointment on the
- [Trust Work](https://www.oconnelllawgroup.com/testimonials/trust-work/) - Faiza and her associates did a wonderful job adding a will to our trust documents. Everything was done in a timely manner and on budget. All this happened during the coronavirus lockdown, and she accomplished it all through zoom meetings. We couldn't be more pleased!
- [Great Experience with O'Connell Law](https://www.oconnelllawgroup.com/testimonials/great-experience-with-oconnell-law/) - I hired O'Connell Law and Faiza Chaudhry to update my affairs. I worked with Faiza who was very helpful, efficient and great with follow up. Good overall experience.
- [Fantastic Experience!](https://www.oconnelllawgroup.com/testimonials/fantastic-experience/) - Faiza recently did an excellent job setting up our estate plan. She made the process clear and easy while providing great advice on our questions. Everything was handled quickly and professionally, at the same time feeling warm and friendly. It's impressive that we could do it all remotely without a hitch. Highly recommended!
- [O'Connell Law Review](https://www.oconnelllawgroup.com/testimonials/oconnell-law-review/) - My wife and I solicited the O’Connell firm to execute our Estate Planning that we have been procrastinating for some time. Our research into estate planning firm favored well with O’Connell law based on Tiffanies (their principal) background, her experience and the portfolio of practice areas the firm offers. From our initial engagement, with Faiza,
- [Estate Planning](https://www.oconnelllawgroup.com/testimonials/estate-planning/) - Faiza skillfully guided us through the process of creating a will and living trust. Via quarantine-friendly Zoom meetings and videos, she clearly explained all the steps in the complex process and was open to our many follow-up questions. She also kept us moving forward on our tasks when we tried to procrastinate.
- [Great Experience](https://www.oconnelllawgroup.com/testimonials/great-experience/) - I really enjoyed working with Faiza to update my estate plan. She was friendly, organized, competent, and flexible with scheduling. Faiza was very responsive to emails, and easy to work with.
- [Informative and Professional](https://www.oconnelllawgroup.com/testimonials/informative-and-professional/) - We met with Faiza over a three part series to learn about Estate planning, discuss our specific details, and then to review our plan. The scheduling process was seamless, the staff were great about appointment reminders and making sure we had all necessary information. Faiza was very knowledgeable and helpful from start to finish. Overall
- [Everything was done on time and with perfection](https://www.oconnelllawgroup.com/testimonials/everything-was-done-on-time-and-with-perfection/) - My Estate Plan had been prepared by another company but wanted to have it checked. It turns out that it was not complete and mistakes had been made. From the time I handed the documents over to O’Connell Law a felt that I was in good hands. The meetings had to be on Zoom which

## Events

- [Debt, Dignity, and Aging Well](https://www.oconnelllawgroup.com/events/debt-dignity-and-aging-well/) - Many retirees never expected debt to become part of retirement. Yet rising housing costs, medical bills, credit cards, and helping adult children have left many older adults quietly carrying financial stress they never saw coming.
- [Securing Your Digital Legacy](https://www.oconnelllawgroup.com/events/securing-your-digital-legacy-548-182-447-2/) - Learn about what a digital asset is, why you need to organize your digital asset information, methods of organizing your digital assets, and what happens if you don't organize your digital asset information.
- [5 Things to Know About Planning for the Second Half of Life](https://www.oconnelllawgroup.com/events/5-things-to-know-about-planning-for-the-second-half-of-life-2/) - Do you have essential (and good) estate planning documents?
- [Wills & Trusts 101](https://www.oconnelllawgroup.com/events/wills-trusts-101/) - Do you know the differences between a Will and a Trust? Do you need both? Neither? If you want to learn more, then this webinar is for you! It is never too early (or too late!) to learn the basics about these various planning options.
- [How to Choose Who Will Fill a Role in Your Estate Plan](https://www.oconnelllawgroup.com/events/how-to-pick-your-helpers-377-583-588-2/) - Learn the different roles people play in an estate plan
- [Rethinking Dementia Care—Lessons from The Hogeweyk](https://www.oconnelllawgroup.com/events/webinar-rethinking-dementia-care-lessons-from-the-hogeweyk/) - Join us for a look at The Hogeweyk, a pioneering “dementia village” in the Netherlands...
- [Wills & Trusts 101](https://www.oconnelllawgroup.com/events/wills-v-trusts-2-650-534/) - Do you know the differences between a Will and a Trust? Do you need both? Neither? If you want to learn more, then this webinar is for you! It is never too early (or too late!) to learn the basics about these various planning options.
- [Virtual Dementia Tour](https://www.oconnelllawgroup.com/events/virtual-dementia-tour-2-2-2/) - The Virtual Dementia Tour is the original patented, evidence-based scientific method of building a greater understanding of dementia by building awareness and empathy in individuals caring for people living with dementia. This is a Private Event
- [Virtual Dementia Tour](https://www.oconnelllawgroup.com/events/virtual-dementia-tour-2-2/) - The Virtual Dementia Tour is the original patented, evidence-based scientific method of building a greater understanding of dementia by building awareness and empathy in individuals caring for people living with dementia. This is a Private Event
- [Virtual Dementia Tour](https://www.oconnelllawgroup.com/events/virtual-dementia-tour/) - The Virtual Dementia Tour is the original patented, evidence-based scientific method of building a greater understanding of dementia by building awareness and empathy in individuals caring for people living with dementia. This is a Private Event
- [How to Plan For The Second Half of Life](https://www.oconnelllawgroup.com/events/how-to-plan-for-the-second-half-of-life-2-677/) - After years of hard work, you are now entering what the world calls your “Second Half of Life.” Your Second Half of Life is a time for you to (hopefully) start relaxing and to truly enjoy what life has to offer. As you enter this phase, your past experiences have made you wiser than you
- [5 Things Everyone Should Know About the Second Half of Life](https://www.oconnelllawgroup.com/events/5-things-everyone-should-know-about-the-second-half-of-life-3/) - After years of hard work, you are now entering what the world calls your “Second Half of Life.” Your Second Half of Life is a time for you to (hopefully) start relaxing and to truly enjoy what life has to offer. As you enter this phase, your past experiences have made you wiser than you
- [What You Really Need to Know about Long-Term Care and Asset Protection](https://www.oconnelllawgroup.com/events/what-you-really-need-to-know-about-long-term-care-and-asset-protection/) - This informative webinar will provide valuable insights on how to protect your assets from the high costs of long-term care. Our expert speaker will share practical tips and strategies to help you plan for the future, safeguard your assets, and ensure financial security for you and your loved ones. Don’t miss this opportunity to gain
- [Planning for Sickness & Emergencies](https://www.oconnelllawgroup.com/events/planning-for-sickness-emergencies/) - During this webinar, an attorney will be discussing the important legal documents one should have in place as precautionary measures to prepare for temporary or permanent incapacity. Regardless of your stage of life, it is important to have a plan for the unexpected. We will discuss how planning helps with making sure there is someone
- [Generational Wealth & Protecting Your Children's Inheritance](https://www.oconnelllawgroup.com/events/generational-wealth-4/) - After a lifetime of hard work, you want to make sure that your children receive their inheritance easily, that it is protected, that they do not quickly blow through it and are therefore able to keep passing this inheritance down to their descendants. If you are interested in learning more about how you can secure
- [5 Things Everyone Should Know About the Second Half of Life](https://www.oconnelllawgroup.com/events/5-things-everyone-should-know-about-the-second-half-of-life/) - After years of hard work, you are now entering what the world calls your “Second Half of Life.” Your Second Half of Life is a time for you to (hopefully) start relaxing and to truly enjoy what life has to offer. As you enter this phase, your past experiences have made you wiser than you
- [What you Really Need to Know about Long-Term Care and Asset Protection](https://www.oconnelllawgroup.com/events/long-term-care-and-asset-protection/) - This informative webinar will provide valuable insights on how to protect your assets from the high costs of long-term care. Our expert speaker will share practical tips and strategies to help you plan for the future, safeguard your assets, and ensure financial security for you and your loved ones. Don't miss this opportunity to gain
- [5 Things All People Need to Know About the Second Half of Life](https://www.oconnelllawgroup.com/events/how-to-plan-for-the-second-half-of-life/) - After years of hard work, you are now entering what the world calls your “Second Half of Life.” Your Second Half of Life is a time for you to (hopefully) start relaxing and to truly enjoy what life has to offer. As you enter this phase, your past experiences have made you wiser than you
- [What you Really Need to Know about Long-Term Care and Asset Protection](https://www.oconnelllawgroup.com/events/long-term-care-and-asset-protection-2/) - This informative webinar will provide valuable insights on how to protect your assets from the high costs of long-term care. Our expert speaker will share practical tips and strategies to help you plan for the future, safeguard your assets, and ensure financial security for you and your loved ones. Don't miss this opportunity to gain
- [5 Things to Consider as Your Parents Age](https://www.oconnelllawgroup.com/events/5-things-all-kids-must-consider-as-their-parents-age/) - Your parents have taken care of you for years, but now it’s time for you to do the same. You may have noticed that mom and/or dad are slowing down and are starting to require more of your help. As they continue to age, you may be wondering: What you can do to make sure
- [Generational Wealth & Protecting Your Children's Inheritance](https://www.oconnelllawgroup.com/events/generational-wealth/) - After a lifetime of hard work, you want to make sure that your children receive their inheritance easily, that it is protected, that they do not quickly blow through it and are therefore able to keep passing this inheritance down to their descendants. If you are interested in learning more about how you can secure
- [Lunch & Learn: It’s a New Year -- How to Be a Savvy Real Estate Buyer](https://www.oconnelllawgroup.com/events/lunch-and-learn/) - Register today to reserve your spot for this webinar. Additionally, registration for this event is critical so that we can contact you if it is prudent to cancel this session or if we need to change how we are able to offer this to you.
- [How to Plan For The Second Half of Life](https://www.oconnelllawgroup.com/events/how-to-plan-for-the-second-half-of-life-2/) - After years of hard work, you are now entering what the world calls your “Second Half of Life.” Your Second Half of Life is a time for you to (hopefully) start relaxing and to truly enjoy what life has to offer. As you enter this phase, your past experiences have made you wiser than you
- [Lunch & Learn With The Conversation Project](https://www.oconnelllawgroup.com/events/lunch-and-learn-with-the-conversation-project/) - Register today to reserve your spot for this webinar. Additionally, registration for this event is critical so that we can contact you if it is prudent to cancel this session or if we need to change how we are able to offer this to you.
- [How A Little Planning Can Prevent A Big Mess (During Incapacity)](https://www.oconnelllawgroup.com/events/planning-options-for-incapacity-and-death/) - Register today to reserve your spot for this webinar. Additionally, registration for this event is critical so that we can contact you if it is prudent to cancel this session or if we need to change how we are able to offer this to you.
- [Open Office Zoom – How To Pick Your Helpers](https://www.oconnelllawgroup.com/events/how-to-pick-your-helpers-1/) - Having trouble figuring out who you should pick to serve as a trustee, personal representative, power of attorney agent, or health care agent in your estate plan (collectively, ‘helpers’)? Come to O’Connell Law’s open office hour Zoom and we’ll help guide you through this process so that you can finally figure out who your helpers
- [Generational Wealth & Protecting Your Children's Inheritance](https://www.oconnelllawgroup.com/events/generational-wealth-3/) - Register today to reserve your spot for this webinar. Additionally, registration for this event is critical so that we can contact you if it is prudent to cancel this session or if we need to change how we are able to offer this to you.
- [Generational Wealth & Protecting Your Children's Inheritance](https://www.oconnelllawgroup.com/events/generational-wealth-2/) - Register today to reserve your spot for this webinar. Additionally, registration for this event is critical so that we can contact you if it is prudent to cancel this session or if we need to change how we are able to offer this to you.
- [Open Office Zoom – How To Pick Your Helpers](https://www.oconnelllawgroup.com/events/how-to-pick-your-helpers-2/) - Having trouble figuring out who you should pick to serve as a trustee, personal representative, power of attorney agent, or health care agent in your estate plan (collectively, ‘helpers’)? Come to O’Connell Law’s open office hour Zoom and we’ll help guide you through this process so that you can finally figure out who your helpers
- [How Do I Protect My Child’s Inheritance?](https://www.oconnelllawgroup.com/events/how-do-i-protect-my-childs-inheritance/) - A free webinar that offers information on how to protect your kids through estate planning. In this webinar you will learn: When you should begin planning Why your last Will may not be enough The most important document that everyone needs How long-term care depletes your estate Why long-term care planning protects your estate Types
- [Protect Your Adult Children After Your Death With Trusts](https://www.oconnelllawgroup.com/events/protect-your-adult-children-after-your-death-with-trusts/) - A free webinar that offers information on how to protect your adult children after your death. In this webinar you will learn: When you should begin planning Why your last Will may not be enough The most important document that everyone needs How long-term care depletes your estate Why long-term care planning protects your estate
- [Estate Planning for Young Families](https://www.oconnelllawgroup.com/events/estate-planning-for-young-families/) - A free webinar that offers information on how to protect your kids through estate planning. In this webinar you will learn: When you should begin planning Why your last Will may not be enough The most important document that everyone needs How long-term care depletes your estate Why long-term care planning protects your estate Types
- [Can Estate Planning Protect My Children?](https://www.oconnelllawgroup.com/events/can-estate-planning-protect-my-children-zoom/) - A free zoom meeting that offers information on how to protect your children through estate planning. In this meeting you will learn: When you should begin planning Why your last Will may not be enough The most important document that everyone needs How long-term care depletes your estate Why long-term care planning protects your estate
- [Can Estate Planning Protect My Children?](https://www.oconnelllawgroup.com/events/can-estate-planning-protect-my-children/) - A free webinar that offers information on how to protect your children through estate planning. In this webinar you will learn: When you should begin planning Why your last Will may not be enough The most important document that everyone needs How long-term care depletes your estate Why long-term care planning protects your estate Types
- [5 Things all Kids Must Consider as their Parents Age](https://www.oconnelllawgroup.com/events/5-things-all-kids-must-consider-as-their-parents-age-2/) - Register today to reserve your spot for this webinar. Additionally, registration for this event is critical so that we can contact you if it is prudent to cancel this session or if we need to change how we are able to offer this to you.
- [Protect Your Adult Children After Your Death With Trusts](https://www.oconnelllawgroup.com/events/protect-your-adult-children-after-your-death-with-trusts-220323/) - A free webinar that offers information on how to protect your adult children after your death. In this webinar you will learn: When you should begin planning Why your last Will may not be enough The most important document that everyone needs How long-term care depletes your estate Why long-term care planning protects your estate
- [How to Protect Your Young Children With Important Legal Documents](https://www.oconnelllawgroup.com/events/protecting-your-kids-with-estate-planning/) - A free webinar that offers information on how to protect your kids through estate planning. In this webinar you will learn: When you should begin planning Why your last Will may not be enough The most important document that everyone needs How long-term care depletes your estate Why long-term care planning protects your estate Types
- [OCL’s Semi-Annual Update](https://www.oconnelllawgroup.com/events/ocl-semi-annual-update/) - Register today to reserve your spot for this webinar. Additionally, registration for this event is critical so that we can contact you if it is prudent to cancel this session or if we need to change how we are able to offer this to you.
- [Trusts & Estate Planning Webinar](https://www.oconnelllawgroup.com/events/trusts-estate-planning-webinar-20201210/) - A free webinar that offers a very basic introduction to the process of estate planning... In this webinar you will learn: When you should begin planning Why your last Will may not be enough The most important document that everyone needs How long-term care depletes your estate Why long-term care planning protects your estate Types
- [Trusts & Estate Planning Seminar](https://www.oconnelllawgroup.com/events/trusts-estate-planning-seminar-20200409/) - A free seminar that offers a very basic introduction to the process of estate planning... In this seminar you will learn: When you should begin planning Why your last Will may not be enough The most important document that everyone needs How long-term care depletes your estate Why long-term care planning protects your estate Types
- [Introduction to Trusts and Estates](https://www.oconnelllawgroup.com/events/introduction-to-trusts-and-estates-20191205/) - A free seminar that offers a very basic introduction to the process of estate planning... In this seminar you will learn: When you should begin planning Why your last Will may not be enough The most important document that everyone needs How long-term care depletes your estate Why long-term care planning protects your estate Types
- [[Invitation Only] Getting to Know Our Neighbor](https://www.oconnelllawgroup.com/events/invitation-only-getting-to-know-our-neighbor/) - Please drop in and join us for an evening of networking, connecting, and noshing as we get to know one another. We look forward to learning more about you, your business, and your services. Light refreshments will be served Space is limited so please R.S.V.P. no later than 5:00pm Friday, September 16, 2016. Click Here

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- [Life Estate](https://www.oconnelllawgroup.com/tag/life-estate/)
- [Living Will](https://www.oconnelllawgroup.com/tag/living-will/)
- [Pet Trust](https://www.oconnelllawgroup.com/tag/pet-trust/)
- [Caregiving](https://www.oconnelllawgroup.com/tag/caregiving/)
- [International](https://www.oconnelllawgroup.com/tag/international/)
- [Parents](https://www.oconnelllawgroup.com/tag/parents/)
- [Filial Responsibility](https://www.oconnelllawgroup.com/tag/filial-responsibility/)
- [Single Individuals](https://www.oconnelllawgroup.com/tag/single-individuals/)
- [Divorce](https://www.oconnelllawgroup.com/tag/divorce/)
- [Long-Term Care Insurance](https://www.oconnelllawgroup.com/tag/long-term-care-insurance/)
- [Digital Assets](https://www.oconnelllawgroup.com/tag/digital-assets/)
- [Healthcare Directives](https://www.oconnelllawgroup.com/tag/healthcare-directives/)
- [Healthcare Proxy](https://www.oconnelllawgroup.com/tag/healthcare-proxy/)
- [Elder Care Law](https://www.oconnelllawgroup.com/tag/elder-care-law/)
- [poa](https://www.oconnelllawgroup.com/tag/poa/)
- [taxes](https://www.oconnelllawgroup.com/tag/taxes/)
- [notarize](https://www.oconnelllawgroup.com/tag/notarize/)
- [living trust](https://www.oconnelllawgroup.com/tag/living-trust/)
- [medicaid](https://www.oconnelllawgroup.com/tag/medicaid/)
- [masshealth](https://www.oconnelllawgroup.com/tag/masshealth/)
- [filial](https://www.oconnelllawgroup.com/tag/filial/)
- [hsa](https://www.oconnelllawgroup.com/tag/hsa/)
- [obba](https://www.oconnelllawgroup.com/tag/obba/)
- [look-back](https://www.oconnelllawgroup.com/tag/look-back/)

## Categories

- [Seminar Events](https://www.oconnelllawgroup.com/events-category/seminar-events/) - Thank you for your interest in our events. Currently you are on the Seminar Events page. If you are an Advisor and/or have received an invitation to one of our workshops you should find the details about the event posted here or if you are an Advisor and you are interested in attending these seminars please contact our office, at the email below, because registration is required. However if you received an invitation for one of our other events please reference our Invitation Events tab or click here. And if you are interested in one of our general events which are open to the public, please open the General Events tab or click here to view our upcoming events and to register. And as always if you would like to learn more about any of our upcoming events please feel free to email us at info@oconnelllawgroup.com. Also, if you would like to be placed on our email newsletter list, click here. We’d love to hear from you, Tiff O’Connell
- [Invitation Events](https://www.oconnelllawgroup.com/events-category/invitation-events/) - Thank you for your interest in our events. Currently you are on the Invitation Events page. If you have received a specific invitation to one of our events you should find the details about your event posted here. However if you are an Advisor or received an invitation to one of our Lunch & Learns or similar workshops click here to check out our Workshop Events page. If you are interested in one of our general events which are open to the public, please open the General Events tab or click here to view our upcoming events and to register. And as always if you would like to learn more about any of our upcoming events please feel free to email us at info@oconnelllawgroup.com. Also, if you would like to be placed on our email newsletter list, click here. We’d love to hear from you, Tiff O’Connell
- [General Events](https://www.oconnelllawgroup.com/events-category/public-general-invitation/) - Thank you for your interest in our events. Currently you are on the General Events page. If you are interested in one of our general events which are open to the public you will find the details about these upcoming events listed here. If you are an Advisor or received an invitation to one of our Lunch & Learns or similar workshops click here to check out our Workshop Events page. If you received an invitation to one of our other events you should find the details about the event by visiting the Invitation Events tab or click here. And as always if you would like to learn more about any of our upcoming events please feel free to email us at info@oconnelllawgroup.com. Also, if you would like to be placed on our email newsletter list, click here. We’d love to hear from you, Tiff O’Connell
- [Webinar](https://www.oconnelllawgroup.com/events-category/webinar/)
- [Zoom Meeting](https://www.oconnelllawgroup.com/events-category/zoom-meeting/)