Monday, June 24, 2024
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Arthur P. Bergeron

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Elder Law with Frank and Mary

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December. The season of giving. Because it’s also the end of the tax year for most people, it should also be the season of...

Elder Law with Frank and Mary: Time for your annual insurance checkup

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As every senior knows, it’s Medicare renewal time. So this is my annual reminder: First, think about your health; has it changed (different meds?),...

Elder Law with Frank and Mary: Giving it away before and after you die

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One of the greatest gifts you can give your family is the gift of not making them have to decide what to do with...

Elder Law with Frank and Mary: Do you really need a trust?

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Trusts are meant to solve problems. Different problems have different solutions, one of which may be a trust. These are the most common problems...

Elder Law with Frank and Mary: What needs to be done after someone has...

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Usually, after your spouse, parent, relative, or friend has died, there is no legal issue that needs to be dealt with immediately. So, if...

Elder Law with Frank and Mary: Preparing for the Last Year of Your Life

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When I had my third TIA recently, which came out of nowhere as I arrived back home from Home Depot, I remember thinking, as...

Elder Law with Frank and Mary: You can always qualify for MassHealth

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If you need nursing home care, or need a lot of care at home to avoid it, you can always qualify for MassHealth. It’s...

Elder Law with Frank and Mary: Dealing with life in your 80s

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For Frank and Mary and all my clients (and for me too: I’m 73), the goal of life increasingly is to get a good...

Elder Law with Frank and Mary: Thinking beyond this tax return

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After you scurry around trying to make sure your tax return gets in and your tax bill gets minimized, you may want to take...

Elder Law with Frank and Mary: You’re 70. Now what?

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Once you get over the shock of turning 70, you may want to start thinking about and planning for changes in your life. The...

Elder Law with Frank and Mary: What Frank and Mary (and You) Should Think...

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Many people start to think about having or updating their estate plan when they are in their 60s. One thing that is of utmost...

Elder Law with Frank and Mary: An easy New Year’s Resolution: Review your estate...

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Happy New Year! Reviewing your estate plan is a simple “resolution” that shouldn’t take much time, and may actually save you time, aggravation, and...

Elder Law with Frank and Mary: Happy Holidays! This year, treat yourself – and...

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The holidays are a time to show gratitude for all our blessings, and a time of gifting. This year, consider giving yourself a gift...

Elder Law with Frank and Mary: Medicare challenge

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Medicare renewal can be a daunting task, but it is important that you take the time to review it. Maybe your health has changed,...

Elder Law with Frank and Mary: Staying in control

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A client of mine died peacefully this year in a really wonderful old retirement home that even reserved a hospice room for people who...

Elder Law with Frank and Mary: Have you planned for your last year?

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As seniors, we understand that everyone eventually dies, and we know, for us, it may be sooner rather than later. Beyond that, it’s all...

Elder Law with Frank and Mary: Living with memory loss

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We are all forgetful at times. There is a point, though, when those memory problems get noticeably worse, either for you or for those...

Elder Law with Frank and Mary: Planning to help your children (and grandchildren)

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Most people want to leave their assets to their children and grandchildren. However, many families are more complicated, so your estate plan should address...

Elder Law with Frank and Mary: Elder Law for Singles

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Probate avoidance Typically, a couple owns their assets jointly. If one dies, the other becomes the sole owner. If you’re single, assets you own in...

Elder Law with Frank and Mary: Protecting your spouse

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There are two important strategies for couples to consider that would need to be done while both of you are alive. Qualifying for MassHealth If you...