Publications

Explanation of the new federal and state changes to MaineCare (Medicaid)

Checklist of Duties and Responsibilities of Trustees

There are many considerations in deciding who the beneficiary of an IRA should be. In this article I briefly explain some (not all) of the issues involved. If you would like to discuss this in more depth, please call for an appointment.

One of the most bewildering aspects of paying for long-term care for clients and their families is the difference between Medicare and Medicaid. In Maine, Medicaid is now called "MaineCare." Congress did its best to confuse the issue by giving the two programs almost identical names. The distinguishing features of the two programs may help you understand the difference.

Planning for a Disabled Child - using a Special Needs Trust

This article is a review and reminder of the reasons for and benefits of Marital Deduction planning. This means using a Family Trust and Marital Trust within a Will or Revocable Living Trust. Many of our clients have used this planning for tax savings, asset protection and legacy planning.

Because of major changes in the federal estate tax exemption amounts, the State of Maine has so-called “decoupled” from the federal estate tax.

Explanation of Benefits of a Revocable Living Trust