Posts Categorized: Dartmouth

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...

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Inpatient v. Observation Status and Medicare Coverage

Apr 19, 2018 / By: Lantz Law, Inc.

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...

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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...

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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...

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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.

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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.

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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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Heirlooms in Estate Planning

Jun 8, 2017 / By: Lantz Law, Inc.

Category: Dartmouth, Estate Planning, Fairhaven, New Bedford, Trusts, Will

Heirlooms, such as jewelry or antiques, can often be more valuable to families than money or other assets. There can be very special sentimental value attached to something passed down over generations. So, not surprisingly,...

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A Tale of Two Families

Mar 8, 2017 / By: Lantz Law, Inc.

Category: Attorney, Blog, Dartmouth, Elder Law, Estate Planning, Estate Tax, Fairhaven, General, Life Insurance, Massachusetts, New Bedford, Trusts, Will

A Tale of Two Families   It’s difficult to understand the concept of estate planning in the abstract. Which is why, at our seminars, we use a family, the Jones, to put estate planning into...

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Top 10 Reasons Why Your Estate Plan Needs Your Attention Now!

Dec 5, 2016 / By: Lantz Law, Inc.

Category: Blog, Dartmouth, Estate Planning, Fairhaven, Fiduciaries, General, Medicaid, New Bedford, Trusts, Will

Estate planning isn’t meant to be a “one and done” type of project. Estate planning reflects the totality of a person’s life, and therefore it should reflect changes that occur in our lives. Not only...

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