Tiffany A. O'Connell, JD, LLM, CELA, AEP

Irrevocable Medicaid Asset Protection Trust Massachusetts

Schedule guidance on an irrevocable Medicaid asset protection trust Massachusetts families may consider for MassHealth timing, benefits, and tradeoffs.

Durable Power of Attorney Massachusetts: Key Powers

Schedule a review of your durable power of attorney Massachusetts plan and the financial powers, agent safeguards, and incapacity steps it should cover.

Estate Planning for Blended Families Massachusetts

Schedule estate planning for blended families Massachusetts families can use to protect a spouse, children, stepchildren, and inheritance plans.

Massachusetts Medicaid Look-Back Period Guide

Schedule an appointment to review the Massachusetts Medicaid look-back period. Asset transfers, timing, and long-term care planning.

Estate Planning Checklist for New Parents in MA

New parents in Massachusetts can use this estate planning checklist to name guardians, protect children, and coordinate key documents.

Special Needs Trust Massachusetts: Family Guide

Learn how Massachusetts special needs trusts can protect benefits, family support, and long-term care planning for a loved one.

Who Makes Decisions If I Become Incapacitated?

Many people focus on what happens after death, but incapacity planning is equally important. Without proper estate planning documents in place, courts may need to appoint someone to make financial or medical decisions. This process can be time-consuming and stressful for families. Essential planning tools related to incapacitation include: Durable power of… Read More »

Posts By Author: Tiffany A. O'Connell, JD, LLM, CELA, AEP