Basics of Estate Planning: Estate Planning for Major Life Events

May 14, 2018 / By: Lantz Law, Inc.

Category: Attorney, Blog, Dartmouth, Estate Planning, Fairhaven, legal education, New Bedford, Trusts, Will

An estate planning attorney assists throughout the client’s life. This blog examines the role of the estate planning attorney at various stages. It also looks at the various documents which the attorney might...

Inpatient v. Observation Status and Medicare Coverage

Apr 19, 2018 / By: abrown

Category: Blog, Dartmouth, Fairhaven, Medicare, New Bedford, Nursing Homes

If you have ever attended one of our seminars, you heard us speak of the difference between being “admitted” to a hospital as opposed to just being there “under observation”. This discussion arises in the...

A Special Option for Special Children

Jan 2, 2018 / By: Lantz Law, Inc.

Category: Dartmouth, Estate Planning, Fairhaven, legal education, Massachusetts, New Bedford, Tax

When planning for children with special needs, it takes special care to preserve their eligibility for public benefits. An ABLE account is a new way to preserve eligibility while gaining tax advantages. Read on to...

The Season of Giving

Dec 19, 2017 / By: abrown

Category: Attorney, Blog, Estate Planning, Fairhaven, General, Gifting, Massachusetts, New Bedford, Trusts, Will

It’s the time of year when everyone is thinking about giving. Whether it be gifts to loved ones or charity, gifting is as important a part of this holiday season as is receiving gifts. In...

Basics of Estate Planning: Powers of Appointment – Part 2

Dec 1, 2017 / By: Lantz Law, Inc.

Category: Blog, Dartmouth, Estate Planning, Fairhaven, General, legal education, Massachusetts, New Bedford, Trusts

Trusts can be very flexible instruments. One of the ways to add flexibility is by using powers of appointment. This article will examine the different types of powers of appointment and how that can impact...

Estate Planning Mistakes

Oct 17, 2017 / By: abrown

Category: Estate Planning, Estate Tax, Trusts, Will

Estate planning can be very complicated. We often see stories in the news of celebrities who have passed away and, despite their wealth and access to legal counsel, have made estate planning blunders. James Gandolfini,...

Why You Need a Medicaid Attorney

Sep 12, 2017 / By: abrown

Category: Blog, Fairhaven, General, Massachusetts, Medicaid, New Bedford, Nursing Homes

Medicaid is an incredibly complicated program with provisions that render even the most experienced attorneys perplexed. The bottom line is this: Medicaid exists to provide funding for long term care, most of the time nursing...

Basics of Estate Planning: Choosing a Roth or Traditional IRA (or 401k)

Sep 1, 2017 / By: Lantz Law, Inc.

Category: Blog, Dartmouth, Estate Planning, Fairhaven, legal education, New Bedford, Trusts, Will

Roth and Traditional accounts each have their merits. This blog examines the differences between the two.

Basics of Estate Planning: Asset Protection

Sep 1, 2017 / By: Lantz Law, Inc.

Category: Dartmouth, Estate Planning, Fairhaven, General, legal education, Massachusetts, New Bedford, Trusts, Will

This examines the basics of asset protection. It includes some specific strategies to reduce asset protection risk.

Basics of Estate Planning: Advising Clients on Selecting Fiduciaries

Sep 1, 2017 / By: Lantz Law, Inc.

Category: Blog, Dartmouth, Estate Planning, Fairhaven, Fiduciaries, legal education, New Bedford

Choosing a Trustee or other fiduciary is one of the most important decisions. Here is a list of various fiduciaries and why the selection is so important.

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Basics of Estate Planning: Estate Planning for Major Life Events

Inpatient v. Observation Status and Medicare Coverage

A Special Option for Special Children

The Season of Giving

Basics of Estate Planning: Powers of Appointment – Part 2

Estate Planning Mistakes

Why You Need a Medicaid Attorney

Basics of Estate Planning: Choosing a Roth or Traditional IRA (or 401k)

Basics of Estate Planning: Asset Protection

Basics of Estate Planning: Advising Clients on Selecting Fiduciaries

Lantz Law, Inc.