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Moonan | Stratton
A Boutique Law Firm Located on the East Side of Providence
Moonan | StrattonMoonan | Stratton
  • About
  • Professionals
    • Kristen Prull Moonan
    • Amy E. Stratton
    • Sherry Hassel
    • Andrea Souza
    • Michelle Canning
  • Practice Areas
    • Business Law and Succession Planning
    • Estate Planning
    • Probate and Estate/Trust Administration
    • Elder Law and Medicaid Planning
    • Special Needs Planning
    • Commercial and Residential Real Estate
    • Business Launch Program
  • Careers
  • Testimonials
  • News/Blog
  • Community
  • Contact
Search:
  • About
  • Professionals
    • Kristen Prull Moonan
    • Amy E. Stratton
    • Sherry Hassel
    • Andrea Souza
    • Michelle Canning
  • Practice Areas
    • Business Law and Succession Planning
    • Estate Planning
    • Probate and Estate/Trust Administration
    • Elder Law and Medicaid Planning
    • Special Needs Planning
    • Commercial and Residential Real Estate
    • Business Launch Program
  • Careers
  • Testimonials
  • News/Blog
  • Community
  • Contact

Blog

Five Estate Planning Myths

NewsBy adminNovember 11, 2019Leave a comment

There are lots of misconceptions about estate planning, and any one of them can result in costly mistakes. Understanding who needs an estate plan and what it should cover is key to creating a plan that is right for you. 

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Three Reasons Why Joint Accounts May Be a Poor Estate Plan

NewsBy adminNovember 11, 2019Leave a comment

Many people, especially seniors, see joint ownership as an easy way to avoid probate and plan for incapacity, but there are major drawbacks to joint accounts.

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Medicaid’s Power to Recoup Benefits Paid: Estate Recovery and Liens

NewsBy adminNovember 11, 2019

Under Medicaid law, following the death of the Medicaid recipient a state must attempt to recover from his or her estate whatever benefits it paid for the recipient’s care.

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What to Do If You Are Appointed Guardian of an Older Adult

NewsBy adminNovember 11, 2019

Being appointed guardian of a loved one is a serious responsibility. As guardian, you are in charge of your loved one’s well-being and you have a duty to act in his or her best interest.  

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Don’t Let Medicare Open Enrollment Go By Without Reassessing Your Options

NewsBy adminNovember 11, 2019

Medicare’s Open Enrollment Period, during which you can freely enroll in or switch plans, runs from October 15 to December 7. Don’t let this period slip by without shopping around to see whether your current choices are the best ones for you.  

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The 2020 Social Security Increase Will Be Smaller than 2019’s

NewsBy adminNovember 11, 2019

The Social Security Administration has announced a 1.6 percent increase in benefits in 2020, nearly half of last year’s change. The small rise has advocates questioning whether the government is using the proper method to calculate increases.

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Understanding the Differences Between a Will and a Trust

NewsBy adminOctober 15, 2019

Everyone has heard the terms “will” and “trust,” but not everyone knows the differences between the two. 

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Estate Planning When You Have a Stepfamily

NewsBy adminOctober 15, 2019Leave a comment

Ideally, when a second marriage joins two families together, it should be a joyous occasion that creates one bigger family unit. Unfortunately, it too often also creates inheritance fights between stepparents and children.

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Avoid Disagreements Between Your Power of Attorney Holder and Health Care Proxy

NewsBy adminOctober 15, 2019

A durable power of attorney and a health care proxy are two very important estate planning documents. Because the individuals chosen will have to coordinate your care, it is important to pick two people who will get along.

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What to Look for When Buying an Annuity

NewsBy adminOctober 15, 2019

An annuity can be a useful tool for long-term care planning, but annuities are also complex financial products that are hard to understand. If purchasing an annuity, you need to consider your options carefully. 

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Recent Posts
  • 11 Things You Can Do Online Via the Social Security Website
  • Inherited Retirement Accounts: Minimizing Tax Consequences
  • Mitigating the Impacts: Sunsetting the Tax Cuts and Jobs Act
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  • M|S Partners Recognized by Best Lawyers for 2024
Contact
4 Richmond Square, Suite 150 Providence, RI 02906

 

(401) 272-6300

mail@MoonanStratton.com

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Our Values

Professional Excellence and Performance

Serving Clients with Respect and Dignity

Reliability, Trustworthiness and Transparency

Teamwork and Collaboration

Giving Back to Our Communities

Meet Our Professionals
  • Kristen Prull Moonan
  • Amy E. Stratton
  • Sherry Hassel
  • Andrea Souza
  • Michelle Canning
Moonan | Stratton
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