Канал: John L. Roberts

Married Couples: Trusts to avoid Massachusetts Estate Tax

Married Couples: Trusts to avoid Massachusetts Estate Tax

Do you have a Massachusetts Taxable Estate?

Do you have a Massachusetts Taxable Estate?

Annuities Part 2: Motive for Medicaid Planning

Annuities Part 2: Motive for Medicaid Planning

Annuities Part 1: Medicaid reimbursement required before Heirs take annuity remainder funds.

Annuities Part 1: Medicaid reimbursement required before Heirs take annuity remainder funds.

Home Buyers must BE AWARE of Easements

Home Buyers must BE AWARE of Easements

2 types of Supplemental Needs Trusts: Medicaid Payback and NO Medicaid Payback

2 types of Supplemental Needs Trusts: Medicaid Payback and NO Medicaid Payback

Parents and Grandparents: Supplemental Needs Trusts Protect Child's Eligibility & Assets

Parents and Grandparents: Supplemental Needs Trusts Protect Child's Eligibility & Assets

2021 Client who sold his home through a real estate broker reviews Attorney Roberts

2021 Client who sold his home through a real estate broker reviews Attorney Roberts

Massachusetts Probate Estate Client Reviews Attorney John L. Roberts

Massachusetts Probate Estate Client Reviews Attorney John L. Roberts

Probate Client Reviews Attorney Roberts - Part 1: Guardian and Conservator

Probate Client Reviews Attorney Roberts - Part 1: Guardian and Conservator

P&S Part 2: Can a home buyer sue me if I sell them a defective house? Warranty of Habitability

P&S Part 2: Can a home buyer sue me if I sell them a defective house? Warranty of Habitability

2021 Clients who sold their house by owner (FSBO) review Attorney Roberts

2021 Clients who sold their house by owner (FSBO) review Attorney Roberts

Part 1: Your Purchase and Sale Agreement is very important! It protects your interests.

Part 1: Your Purchase and Sale Agreement is very important! It protects your interests.

Massachusetts Real Estate Law Trumps Medicaid nursing home denial

Massachusetts Real Estate Law Trumps Medicaid nursing home denial

Can I get paid to take care of my parents?

Can I get paid to take care of my parents?

Hospice and Hospital care Differences

Hospice and Hospital care Differences

Medicaid Estate Recovery: Kendall Case, Short Version

Medicaid Estate Recovery: Kendall Case, Short Version

Don't Lose the House to Medicaid Estate Recovery

Don't Lose the House to Medicaid Estate Recovery

When is Probate required for Real Estate after a property owner's death?

When is Probate required for Real Estate after a property owner's death?

Money Follows the Person + other MassHealth Home Care Programs

Money Follows the Person + other MassHealth Home Care Programs

MassHealth Home Care Asset and Income Limits

MassHealth Home Care Asset and Income Limits

Beneficiary Designations and what could happen if you don't update them:

Beneficiary Designations and what could happen if you don't update them:

Part 2: Will Big Tech's TOSAs control YOUR Digital Assets?

Part 2: Will Big Tech's TOSAs control YOUR Digital Assets?

Part 1: Who gets access to Digital Asset upon your death or disability?

Part 1: Who gets access to Digital Asset upon your death or disability?

Does Re-Marriage always revoke an existing Will? No, not in Massachusetts!

Does Re-Marriage always revoke an existing Will? No, not in Massachusetts!

Spouse Residence and Medicaid LTC

Spouse Residence and Medicaid LTC

Will MassHealth pay care costs incurred 90 days before LTC application? Example:

Will MassHealth pay care costs incurred 90 days before LTC application? Example:

Own and transfer property to get stepped up basis

Own and transfer property to get stepped up basis

Capital Gains Tax and Estate Planning in Massachusetts

Capital Gains Tax and Estate Planning in Massachusetts

Permissible Transfers: Part 2 Massachusetts Medicaid

Permissible Transfers: Part 2 Massachusetts Medicaid

Look-Back Period, and Disqualifying Transfers: Part 1 Massachusetts Medicaid

Look-Back Period, and Disqualifying Transfers: Part 1 Massachusetts Medicaid

Power of Attorney Part 2: Shield, or Sword?

Power of Attorney Part 2: Shield, or Sword?

Power of Attorney Part 1: handle with care and compassion

Power of Attorney Part 1: handle with care and compassion

“Improvement Standard” can’t cut off Medicare nursing home days

“Improvement Standard” can’t cut off Medicare nursing home days

Hospital observation status cancels Medicare nursing home coverage

Hospital observation status cancels Medicare nursing home coverage

Planning for 24 hour care at home.

Planning for 24 hour care at home.

Who can bind you to a Nursing Home Arbitration Agreement in Massachusetts?

Who can bind you to a Nursing Home Arbitration Agreement in Massachusetts?

Should I sign a Massachusetts Nursing Home Arbitration Agreement?

Should I sign a Massachusetts Nursing Home Arbitration Agreement?

Health Care Agent power: should you put limits on it?

Health Care Agent power: should you put limits on it?

Crisis Medicaid Planning for a single person.

Crisis Medicaid Planning for a single person.

How Time and Order of Death Can Affect Shares, When a Beneficiary Disclaims Assets from An Estate

How Time and Order of Death Can Affect Shares, When a Beneficiary Disclaims Assets from An Estate

How the Massachusetts Probate Code affects your grandchildren, if you don't have a valid will.

How the Massachusetts Probate Code affects your grandchildren, if you don't have a valid will.

How the Massachusetts Uniform Probate Code Affects Your Children, if You Don't Have a Valid Will.

How the Massachusetts Uniform Probate Code Affects Your Children, if You Don't Have a Valid Will.

Your Role as Personal Representative of an Estate: Good Decisions During a Difficult Time of Loss

Your Role as Personal Representative of an Estate: Good Decisions During a Difficult Time of Loss

Who manages your estate if you don't have a will? Massachusetts Probate Code Decides.

Who manages your estate if you don't have a will? Massachusetts Probate Code Decides.

Planning the Powers of Your Personal Representative

Planning the Powers of Your Personal Representative

Choose a Personal Representative Who Will Manage Your Estate

Choose a Personal Representative Who Will Manage Your Estate