We know that estate planning and elder law can be challenging topics to understand. With that in mind, we’ve created these documents and written them without the usual legal jargon so it’s easier to understand the content.

Estate Planning Essentials Report

Learn about wills, trusts, avoiding probate, estate taxes, powers of attorney, health care proxies, MassHealth planning, and more.

Massachusetts Estate Planning: Saving on
Taxes Report

Learn the simple estate planning techniques every Massachusetts family should take advantage of.

MassHealth Planning and Asset Protection Report

Find out about the rules for MassHealth eligibility, crisis planning, essential estate planning documents, and asset protection options.

7 Common Mistakes Parents Make When
Selecting Guardians Report

If you’re a parent of children who are counting on you, you need to avoid making these mistakes.