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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

When to Avoid Naming a Trust as Beneficiary of Your Retirement Plan

NewsBy Moonan | StrattonApril 14, 2022

Naming a trust as a beneficiary of your retirement plan can be a good idea in some circumstances, but it can be dangerous if you are worried about creditors coming after your estate. 

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If You Don’t Want an IRA Distribution, You Can Donate It to Charity

NewsBy Moonan | StrattonApril 14, 2022

Not everyone needs their required minimum distributions from their retirement accounts to make ends meet. If you don’t need your distribution, one option is to donate it to charity and not pay taxes on it. 

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Things to Remember at Tax Time

NewsBy adminMarch 11, 2022

Tax day is fast approaching and you want to make sure you’re taking advantage of all the deductions and credits you’re entitled to.

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What Documents Are Required for a Medicaid Application?

NewsBy adminMarch 11, 2022

Medicaid applicants must prove that they have limited income and assets in order to be eligible for long-term care benefits. Before beginning the application process, it is helpful to understand what is required prove your eligibility. 

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Incentive Trusts: Ensuring That an Inheritance Will Be Well Spent

NewsBy adminFebruary 18, 2022Leave a comment

Some parents, fearful of how a large inheritance will affect their heirs, set up what are known as “incentive trusts” that ensure that the trust funds support positive behavior and discourage unproductive activities. 

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You Can Just Say No: Declining to Act as an Agent Under a Power of Attorney

NewsBy adminFebruary 18, 2022Leave a comment

Acting as an agent under a power of attorney is a big responsibility and it isn’t something everyone can take on. It is possible to resign or refuse the position.

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How to Give Gifts to Your Grandchildren

NewsBy adminFebruary 18, 2022Leave a comment

Gifting assets to your grandchildren can do more than help your descendants get a good start in life — it can also reduce the size of your estate and the tax that will be due upon your death.

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How Much Should a Trustee Be Compensated?

NewsBy adminFebruary 18, 2022Leave a comment

Serving as a trustee of a trust can be a huge responsibility, so trustees are entitled to compensation for their work. The amount of compensation depends on the type of trustee and the complexity of the trust. 

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What Happens to a Medicaid Recipient If the Community Spouse Dies First?

NewsBy adminFebruary 18, 2022

When one spouse is in a nursing home and applying for Medicaid, planning has to take into account the possibility that the spouse who is not in the nursing home (called the “community spouse”) may pass away first.

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Worsening Nursing Home Staffing Crisis Taking Devastating Toll on Residents-Families-Hospitals

NewsBy adminFebruary 18, 2022

Overwhelmed by the stress of long hours, low pay and exposure to the COVID-19 virus, nursing home workers are quitting in record numbers. The labor hemorrhage has turned what was already a chronic staffing problem into a full-blown crisis.

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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
  • Why Hire an Elder Law Attorney?
  • 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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