In the case of Barbetti v. Stempniewicz, the Massachusetts Supreme Judicial Court rules that a specific power of attorney did not allow the creation of a revocable trust, but chose not to address the question of whether such a power may be created, leaving that to the legislature to decide.
Due to the “staleness doctrine” of many financial institutions, revocable trusts often work better than durable powers of attorney for incapacity planning.
The website ThinkingAheadRoadmap.org provides tools for seniors to put in place a structure to assure their financial security as they age. Visit Wellesley
Chanel Reynolds, a mother whose husband died in a bicycle accident, created the website GetYourShitTogether.org to help people do their estate planning.
Here are essential estate planning steps all seniors should take for their protection. Margolis & Bloom, Wellesley and Boston, MA, 02481
Having legal responsibility for a loved one with dementia imposes unique challenges. Ask questions about what to do when you do have the responsibility
We advise executing an out-of-state durable power of attorney and health care directive if you spend several months of the year living in another state.
We create many agency relationships — trustee, health care proxy, durable power of attorney — often without being aware of the roles we fill or who fills them for us.
Here are various work arounds for executing estate planning documents during the coronavirus shutdown. Margolis & Bloom, Wellesley, MA, 781-705-6400.
Social distancing makes it more difficult to assist parents with finances and health care, but not impossible. Margolis & Bloom, Wellesley, MA, 781-7056400
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Margolis Bloom & D’Agostino
100 William Street, Suite 220
Wellesley, MA 02481
781-705-6400
Boston: 617-267-9700
Norwood: 781-769-3110
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Join Lori Howell, Owner of Howell Medicare Advisors, LLC, as she discusses how individuals can best navigate the maze of Medicare rules and options.
