Category: FINANCE & LEGAL
Help! I Need to Probate Someone’s Estate, but It’s Such a Small Amount. Is There an Easy Way to Do This?
By Alexis Levitt, Esq. Yes! In Massachusetts, we have three types of probates: voluntary, informal, and formal. If someone dies with probate assets of $25,000 or less, plus a car, then you only need to bring a “voluntary”...
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Social Security Column: ARE YOU AGE 70 OR OLDER AND NOT YET RECEIVING BENEFITS?Social Security Column:
By Delia De MelloSocial Security Retirement is not one-size-fits-all. It can mean different things...
Read MoreELDER LAW MYTH BUSTERS
By Elizabeth Caruso, Esq. Myth or Fact? If I am married and need to go to a nursing home, only my assets will count toward my MassHealth eligibility, not my spouse’s. This is a MYTH! Medicaid is the government program that pays...
Read MoreHow To Lock-In Historic Home Values Without Selling
Record setting home price increases enable older homeowners the ability to increase financial security and facilitate aging-in-place.George A. Downey, August 15, 2023According to the S&P/Case-Shiller U.S National Home Price...
Read More‘Retirement Dreams or Nightmares?’ Half-Retirement Program? Yes, it is a thing.
By Steve Dubin The idea of full retirement is a bit frightening. The loss of income, the great expanse of free time, the loss of identity. Well, there is another option. Half-Retirement Program allows you to step away without...
Read MoreA Primer on Patient Assistance Programs
By Patricia Prewitt, Consumer Education Advocate Have you ever wondered about those television commercials that urge you: “Call 1-800-000-0000 if you cannot afford these medications—XYZ company may be able to help?” Most major...
Read MoreThe Wicked Smart Investor: Don’t Fall Through the Convenience Trap Door The Wicked Smart Investor:
By Chris Hanson, Esq. A talented horror story writer can masterfully turn a happy occasion into a bone-chilling tale of terror. When you start a dream job, mismanaging your existing 401k can be the opening paragraph of another...
Read MorePayment Shocks Await Seniors with Home Equity Lines of Credit
HELOC monthly payment increases challenge borrowers and threaten financial security of those with limited savings and income.George A. Downey, July 15, 2023 The traditional Home Equity Line Of Credit (HELOC) provided an easy...
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SOCIAL SECURITY EXPANDS OUTREACH AND ACCESS FOR SSI
By Delia De MelloSocial Security Social Security has expanded its outreach to people in critical...
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My Generation Podcast – SSSN Podcast with Elizabeth Caruso, Legacy Legal Planning, LLC
Elizabeth Caruso, Legacy Legal Planning, LLC Listen On Spotify In this segment of the My...
Read MoreThe Wicked Smart Investor “Owning Up to Your Mistake May Lead to Sweet Success”
By Chris Hanson Mistakes are peculiar things; everyone makes them but few of us are willing to admit to them. Frequently, the more educated and intelligent a person is, the harder it is for them to admit they are wrong. It’s as...
Read MoreSecrets to Saving Money on Brand Name Prescriptions
By Patricia PrewittConsumer Education Advocate Most of us have seen the commercials on television claiming to “pay zero or $5.00” for a prescription brand name product. But how many people actually call the phone number, or...
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