November 23, 2020

2020 Year End Estate and Gift Tax Planning Considerations and Opportunities

As the New Year approaches, there are a number of planning techniques that individuals should consider implementing before December 31, and after the first of the year, to take advantage of estate and gift tax savings opportunities. More
November 23, 2020

Year End Matters to Safeguard Your Business

Once again, Thanksgiving is here and we are approaching the holiday season.  Before your social calendar kicks into high gear, we recommend that you schedule time to conduct an annual review to make sure your business is ready to roll into 2020.  The review should address the following topics: More
October 29, 2020

Potential Medicaid Discrimination at Massachusetts Nursing Homes

“You have more choices if you have money.  That’s the world we live in,” partner Steven Cohen was recently quoted in a Boston Globe Spolight article.  The article revealed the daunting truth about the nursing home application process in Massachusetts – nursing homes unmistakably discriminate against applicants receiving MassHealth benefits. More
October 29, 2020

Caregiver Coaching By Guest Contributor LifeCare Advocates

In our June 2020 blog reviewing emergency preparedness for COVID-19 and beyond, we introduced a new offering, a “Virtual Consultation” with a member of our skilled staff.  This consultation model was intended to enable us to use our skills and expertise to support elders and their families in specific challenges they face, especially regarding impacts of COVID-19, for which our usual thorough assessment and recommendations may not be available. More
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