Free Online Estate Planning Workshop

Tuesday, April 20 at 2 p.m. & Thursday, April 22 at 6 p.m. This is a great opportunity to learn about the basics of estate planning, including how a revocable trust works and its benefits. Matthew Karr, Esq., explains it all in an easy-to-understand way. Plus, you’ll be able to ask him your estate planning…

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Our Practice During COVID-19

As Massachusetts reopens in phases during this health crisis, we’re here to help you put an estate plan in place or update your current estate plan to protect you, your family, and your assets. We’re operating as follows: Limited office staff: Only necessary personnel will be in the office so we can easily maintain current…

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New IRA Rules Could Affect Your Estate Plan

It’s always important to review your estate plan when a new law comes into effect that could significantly impact the planning you’ve done. The Setting Every Community Up for Retirement Enhancement Act of 2019, called the “SECURE Act,” makes significant changes to how individual retirement accounts (IRAs) and certain retirement benefits must be treated after…

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Matthew Karr, Esq., Selected as Super Lawyer 2019

The Heritage Law Center is proud to announce that for the fourth year in a row founder and principal attorney Matthew Karr has been selected as a New England Rising Star by Super Lawyers Magazine. Super Lawyers, part of Thomson Reuters, is a research-driven, peer influenced rating service of lawyers who have achieved significant peer…

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What are MassHealth, Medicaid, and Medicare?

MassHealth, Medicaid, and Medicare are all government programs for health care. But how do they differ and what do they cover? Medicare Medicare is a federal health insurance program for people 65 or older, certain younger people with disabilities, and people with End-Stage Renal Disease (permanent kidney failure requiring dialysis or a transplant). Insurance companies…

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What is an Ethical Will?

An ethical will, also known as a legacy letter, is a way to share your values and wisdom with your family and friends. It’s not a legal document written by a lawyer. It’s a heartfelt document created by you to be shared after your death. It can contain life lessons; family history, stories, and traditions;…

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Innovations Enriching the Lives of Seniors

By 2050 in the United States alone, 83.7 million people will be 65 years old or older, according to the U.S. Census Bureau. So, it’s not a surprise that there is an emerging market of innovations helping seniors live their lives better. These technologies enable seniors to engage in life, stay safe, and connect emotionally with…

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The Growing Trend of Senior Homesharing

The Joint Center for Housing Studies at Harvard University estimates that between 2015 and 2035, the number of people over the age of 75 who are living alone will nearly double from 6.9 million to 13.4 million. According to AARP’s Public Policy Institute, people want to age in place. In their latest survey, 8 out…

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