Shrunken Asset Values Open Estate Planning Opportunities

Jul 22, 2020 / By: Lantz Law, Inc.

Category: Estate Planning, legal education

COVID-19, the novel coronavirus, has been a challenge confronting countries around the world. Not only has COVID-19 been challenging healthcare systems, but the social distancing required to combat the virus has also rocked financial markets....

What is “Death Probate’?

Jul 20, 2020 / By: Lantz Law, Inc.

Category: Estate Planning

What is “probate” and when is it needed? There are various forms of “probate” but this article will be discussing what is commonly referred to as “death probate”, or the process of transferring assets from...

Wills, Trusts, and Understanding Probate [Video]

Jul 16, 2020 / By: Lantz Law, Inc.

Category: Estate Planning

The Basics: “HIPAA” Powers

Jul 1, 2020 / By: Lantz Law, Inc.

Category: Estate Planning, legal education

This is the second in a three-part series of articles on Powers of Attorney. The first article examined the Financial Power of Attorney. This second article examines the Healthcare Power of Attorney and Advance Directive....

Removing Life Insurance Without Triggering the Transfer for Value Rule

Jul 1, 2020 / By: Lantz Law, Inc.

Category: Estate Planning, legal education

Life insurance is included in the taxable estate typically. A trust is a great way to remove the value of life insurance from the taxable estate. But there are two potential traps in this. The...

Removing Life Insurance from the Taxable Estate

Jul 1, 2020 / By: Lantz Law, Inc.

Category: Estate Planning, legal education

Life insurance is included in the taxable estate typically. A trust is a great way to remove the value of life insurance from the estate. But, there are two potential traps in this.

The Basics: Financial Power of Attorney

Jul 1, 2020 / By: Lantz Law, Inc.

Category: Estate Planning, legal education

Powers of Attorney are part of even the simplest estate plan. A Power of Attorney allows your Agent to act for you. There are Powers of Attorney for financial matters and also those for health...

The Basics: Powers of Attorney for Healthcare

Jul 1, 2020 / By: Lantz Law, Inc.

Category: Estate Planning, legal education

Powers of Attorney are part of even the simplest estate plan. A Power of Attorney allows your Agent to act for you. There are Powers of Attorney for financial matters and also those for health...

Medicaid & The Rising Cost of Nursing Homes in Massachusetts

Jun 12, 2020 / By: Lantz Law, Inc.

Category: Elder Law, Medicaid

F. Tenney Lantz is an attorney and a Certified Veterans Specialist for Lantz Law, Inc., in North Dartmouth, MA, specializing in Estate Planning and Medicaid. She has helped many families with protecting their wealth from...

Protecting Your Assets – Part 4

Jun 3, 2020 / By: Lantz Law, Inc.

Category: Blog, Estate Planning