What Is the Cost of Setting Up an Estate Plan in Massachusetts or Vermont?

When families in Eastern Massachusetts, Central Massachusetts, or the Pioneer Valley start thinking about estate planning, one of the first questions they ask is, “How much will this cost?” The short answer is: it depends. Costs vary depending on your goals, assets, and the complexity of your plan—but understanding what you’re paying for helps you… Read More »

How Do I Protect My Home from Nursing-Home Costs in Massachusetts or Vermont?

The Growing Concern: Long-Term Care Costs Long-term care costs in Massachusetts and Vermont can exceed $12,000 per month. Homeowners in Longmeadow, East Longmeadow, and Tolland frequently ask how to preserve their homes without disqualifying themselves from Medicaid. Medicaid’s Look-Back Rule MassHealth (Massachusetts Medicaid) and Vermont Medicaid both have a five-year look-back period. If you give… Read More »

The One Big Beautiful Bill Act and Its Impact on Medicaid: What Massachusetts Needs to Know

The “One Big Beautiful Bill Act” (OBBBA), signed by President Trump on July 4, 2025, introduces sweeping Medicaid reforms that could significantly affect MassHealth coverage in Massachusetts. From new work requirements and stricter eligibility checks to limits on provider funding, OBBBA may reshape how millions access and afford care. Here’s what you need to know about the most important changes—and how they could impact you or your loved ones in the years ahead.

What Role Does a Testamentary Trust Play in Medicaid Benefits?

Putting together various estate planning tools for the purpose of passing on assets to future generations is wise but thing can become increasingly complicated when it comes to managing these concerns surrounding Medicaid. Medicaid has very state specific rules that could potentially change over the course of time if you don’t have the right estate… Read More »