Health Savings Accounts (HSAs) have long been one of the smartest ways to save for medical expenses—but recent changes make them even more powerful. With expanded eligibility, new flexibility for direct primary care and telehealth, and improved options for marketplace plans, HSAs can now play a bigger role in both your healthcare and financial planning. Here’s what you need to know as we head into 2026.
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Is Remote Notarization Allowed in Massachusetts?
NO, sorry. As of September, 2025, remote notarization in Massachusetts is still not allowed. What that means is for an estate plan, you need to have an actual person with you notarizing and witnessing where appropriate for your legal documents. There is definitely discussions at the state level to have things be able to go… Read More »
The History of Elder Law in Massachusetts
As the population grows older and life expectancy grows longer, the legal needs of older adults have become a significant focus in Massachusetts. Elder law, which encompasses issues such as health care, financial security, estate planning, and protection against elder abuse, has evolved in response to the growing complexities of aging. The history of elder… Read More »
How Does Probate Work In Massachusetts
The probate process in Massachusetts is a court-supervised procedure for transferring a deceased individual’s assets to their heirs or beneficiaries and settling any remaining debts. While probate is a necessary legal process, it can be time-consuming, costly, and often becomes a public matter. However, there are ways to structure an estate to minimize or altogether… Read More »
The Importance of Including Final Disposition Instructions in Your Estate Plan
When creating an estate plan, people often focus on critical aspects such as wills, trusts, powers of attorney, and healthcare directives. However, one crucial component sometimes overlooked is specifying final disposition instructions. Final disposition instructions detail how you would like your remains to be handled after your death—whether through burial, cremation, or another method—and they… Read More »
A Brief History of Estate Planning in Massachusetts
Estate planning, the process of organizing and preparing for the management and disposal of a person’s assets after death, has a long history in Massachusetts. Massachusetts, one of the original thirteen colonies, has a rich legal history that has significantly influenced estate planning practices across the United States. Understanding the history of estate planning in… Read More »
Who Needs an Estate Plan?
You maybe surprised about who needs an estate plan. If you have dependents, a business, specific requests or significant assets, you may need an estate plan.
Tips for Advanced Planning for a Person with Dementia
The rate of decline in dementia can make it very difficult to accomplish your estate planning outline and strategies once your diagnosis has already progressed. The tips in this article should give you some insight over how you can plan well and advance in the early stages of when someone appears to be showing the… Read More »
These Are Some Of My Favorite Things….
I was late this year in putting up our holiday decorations. It wasn’t because I was too busy or was away, I just wasn’t in the mood. Without the usual festivities and being with family, it wasn’t on the top of my list. In fact, it wasn’t on my list to do – I was… Read More »
Workers Nervous About the Impact of Long-Term Care
If long-term care isn’t at the top of your mind for your own reasons, you might be thinking about this issue from the perspective of being an adult child looking ahead to help your parents navigate their own transition to retirement. But even if your most immediate concerns have to do with aging loved ones,… Read More »