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  • About
    • Becoming a Client
    • Our Team
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    • Estate Planning
    • Elder Law
    • Special Needs Planning
    • Successions and Probate
    • Medicaid & VA Planning
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Archives

Tag Archives for: "estate planning"
 Leaving a Charitable Legacy
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By Zoe Cuneo
In Estate Planning Awareness, General Estate Planning, Will
Posted April 15, 2025

Leaving a Charitable Legacy

Planning for Charitable Giving The gravity of the word legacy often triggers thoughts of financial assets and property, but your legacy is much more than what you own. While property and assets [...]

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By Sara Bingham
In General Estate Planning
Posted September 6, 2024

How Beneficiary Designations Can Make or Break Your Estate Plan

As many people already know, a Will is a document that allows someone to specify who they would like their assets to go to after they die. However, a lot of people do not realize that your Will [...]

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By Linda Melancon
In Succession/Probate
Posted July 2, 2024

Why You Should Clear Up Clouded Title During Blue Skies

What is clear title? Title is the legal interest a person has in a piece of property. When a person has clear title, it means that there is no question about whether they own a particular piece [...]

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 Crafting a New Path: Estate Planning Considerations After Divorce
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By Linda Melancon
In Estate Planning Awareness
Posted April 9, 2024

Crafting a New Path: Estate Planning Considerations After Divorce

Estate planning after divorce can be complex, requiring expertise in legal, financial, and tax matters.

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 7 Mistakes to Avoid When Planning for a Special Needs Loved One
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By Linda Melancon
In Special Needs Planning
Posted March 11, 2024

7 Mistakes to Avoid When Planning for a Special Needs Loved One

March is Developmental Disabilities Awareness Month, and in honor of that observance, we are going to discuss the most common mistakes that you should avoid when planning for a loved one with [...]

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 Innovative Solutions for Extended Care: A Closer Look at Hybrid-Long Term Care Insurance
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By Linda Melancon
In Elder Care, Long-Term Care
Posted January 5, 2024

Innovative Solutions for Extended Care: A Closer Look at Hybrid-Long Term Care Insurance

Embarking on life’s journey involves facing uncertainties, and preparing for the future is an essential aspect of this voyage we all take. As we age, the prospect of needing long-term care [...]

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 Notarizing Documents for Seniors With a Dementia Diagnosis
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By Linda Melancon
In Alzheimer's Disease, General Estate Planning
Posted September 28, 2023

Notarizing Documents for Seniors With a Dementia Diagnosis

An Alzheimer’s or dementia diagnosis can be a challenging journey for the person and family alike. When the diagnosis occurs, a ticking clock begins on the timeline for notarizing documents for [...]

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 Is Your Financial Information In Order?
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By Linda Melancon
In General Estate Planning
Posted September 28, 2023

Is Your Financial Information In Order?

​​​​​Preparing and organizing your financial information for when you are no longer capable will bring peace of mind to you today. At the same time, it may relieve your loved ones’ burden in the [...]

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 Estate Planning for Surviving Spouses
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By Linda Melancon
In General Estate Planning
Posted September 7, 2023

Estate Planning for Surviving Spouses

For surviving spouses having just lost a longtime partner, it’s difficult to look past your grief. However, it’s crucial to understand the important and timely decisions you must make regarding [...]

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 When Should I Include a Pour Over Will in My Estate Plan?
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By Linda Melancon
In General Estate Planning
Posted July 31, 2023

When Should I Include a Pour Over Will in My Estate Plan?

In creating an estate plan, you are proactively taking steps to ensure that your assets will be distributed according to your wishes in the event of your death or incapacity.One tool available to [...]

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