A Brief Overview of a Trustee’s Duties
If you have been appointed the trustee of a trust, this is a strong vote of confidence in your judgment and trusthworthiness. It is also a major responsibility.
Details
Steps to Take in Advance of Death or Disability
No one wants to face the fact that our loved ones will not be with us forever and facing our own mortality is frightening as well, but it is important to be prepared.
Details
Don’t Leave Children Unequal Shares By Mistake
Siblings do not always receive equal shares of a parent’s estate. Sometimes the inequality is intentional and sometimes it is accidental. Regardless of how it happens, it can cause arguments among the children.
Details
How Gifts Can Affect Medicaid Eligibility
We’ve all heard that it’s better to give than to receive, but if you think you might someday want to apply for Medicaid long-term care benefits, you need to be careful because giving away money or property can interfere with your eligibility.
Details
Medicare Launches App to Help Beneficiaries Find Out What’s Covered
At the doctor’s office and want to know if a procedure is covered by Medicare? There is now an app for that.
Details
A Final Retirement Account Distribution Must Still Be Made After Death
Federal law requires that after you reach age 70 1/2, you must begin withdrawing a minimum amount
from your retirement accounts. But what if you die after age 70 1/2 and before all the account funds have been distributed?
How to Plan Your Funeral
Thinking about your funeral may not be fun, but planning ahead is helpful. It both lets your family know your wishes and assists them during a stressful time.
Details
Kristen Prull Moonan & Amy Stratton Recognized for Professional Excellence
Happy day! Shout out to Amy Stratton and Kristen Prull Moonan who were both recently recognized by Rhode Island Monthly for Professional Excellence in the category of elder law. “We are lucky to spend our days helping our clients with their estate planning and long-term-care planning needs.” The Professional Excellence Series from Rhode Island Monthly…
Details
Welcome! New Faces Expand The MSW Team
We welcome Michelle Canning and Sherry Hassel to our team, where they will lend their time and talents as our receptionist and paralegal, respectively. Expect to talk to Michelle the next time you call our office and to interact with Sherry on your legal documents. Our workplace culture is based on respect and collaboration, both…
Details
What Is the Difference Between a Living Will and a Do-Not-Resuscitate Order?
When creating advance directives in order to plan for the possibility that you may one day be unable to make your own medical decisions, there can be confusion about the difference between a living will and a “do-not-resuscitate” order.
Details