Legal Planning Questionnaire

Please complete this Inventory & Assessment form to us at least three days before your Legal Planning Session.  This allows us time to prepare so that we can have the most productive session possible.

DON’T WORRY ABOUT TOTAL ACCURACY – JUST DO THE BEST YOU CAN.

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(You will receive a PDF by email of your completed questionnaire)

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MEDICAID PLANNING FACTS

Learn the key facts and steps to better protect your assets.
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SouthCoast Estate Planning BLOG

Life Estate Deeds in Massachusetts: The Pros and Cons

Many Massachusetts homeowners use “life estate” deeds for different reasons. Some use them as a general estate planning tool. Others frequently use them as a way to “keep the nursing home from getting their house.” In this post, we’ll talk…

3 Legal Safeguards to Protect Your Child with Special Needs

April is National Autism Awareness Month in the United States. It’s a time of year that is dedicated to educating the public about the special needs and challenges facing those individuals living within the autism spectrum disorders (“ASDs”). ASDs are…