Tag Archives: asset protection

I “Trust” you “Will” have a Great Summer!

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Family reunions, barbeque’s, baseball games, beach, fun and sun: you know it’s summer! Some of my fondest memories growing up were sharing time with friends and family. Family, I believe, is the glue that hold people together. One of the driving forces for me to become an estate planning attorney was to keep families and their hard earned life savings intact.

Before becoming an elder law attorney, I was a certified financial planner. I saw several families lose everything to the cost of nursing home care. I saw first hand the devastation this had and the hopelessness it created. It doesn’t have to be this way. All you need to do is a little strategic planning ahead of time with a qualified elder law attorney. They are experts in this field.

So, this summer when you’re having that backyard cookout and enjoying a delicious cocktail, think about what’s really important to you. If it’s family, then make sure you have your estate planning documents in place!

Elder Law Attorney Romano practices Estate Planning, Medicaid Planning and Asset Protection. He regularly conducts “Estate Planning Essentials” workshops. Call us today at (617) 769-9843 to see how we can help your family.

 

Happy Father’s Day

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Attend an “Estate Planning Essentials” Workshop

What are some of the great lessons your Dad taught you? I’m not talking about throwing a ball or teaching you to drive, though those were important things to learn. How about responsibility, being a good citizen, helping others, giving back to your community, and being a good role model? There are so many intangibles that have influenced your life. This month we celebrate Father’s Day. What a great day to appreciate your Dad and reflect on the sacrifices that were made to get you to where you are today!

Dad and Mom worked hard to “put food on the table and clothes on your back”. Along the way, they accumulated some assets, a house; savings, life insurance, cars, etc. Do you know if they are protected should they need long term care? With nursing home costs at $10,000 or more a month, it might not take too long to deplete what they’ve spent a lifetime acquiring. There are ways to ensure this doesn’t happen. Give Dad (and Mom) the gift of a free estate planning workshop. It’s another way you can say thanks for all they’ve done for you. Upcoming workshops:

Wednesday, June 20th from 10:00am-12:00pm at the Quincy Council on Aging-Kennedy Center, 440 East Squantum Street, Quincy

Monday, June 25th from 1:00pm-3:00pm at the Kingston Council on Aging, 30 Evergreen Street, Kingston

Call to reserve your seats today or sign-up under the workshops tab above! 617-769-9843

 

 

 

May is National Elder Law Month

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Elder Law attorney, Robert E. Romano, will observe National Elder Law Month by providing free “Estate Planning Essentials” workshops to older adults and their families:

WHERE: Thayer Public Library, 798 Washington St., Braintree

WHEN: Tuesday, May 8th

TIMES: 10:00am-12:00pm and 6:00pm-8:00pm

If you would like to attend one of these free workshops, please call 617-769-9843 or you may sign up under the workshops tab above.

The program is part of a nationwide observance of National Elder Law Month during the month of May. National Elder Law Month is sponsored by the National Academy of Elder Law Attorneys (NAELA). Headquartered in Washington, D.C., NAELA was formed in 1987 in response to the growing legal needs of older adults, people with special needs, and their families.

Attorney Romano will cover Estate Planning, Medicaid Planning and Elder Law issues. “I’m always amazed at how much misinformation is out there,” said Romano. “My passion is to share the facts and dispel the myths about estate planning and Medicaid planning.” In his two hour workshop, he uses common examples to illustrate many important issues that affect seniors today.

Membership in NAELA has grown to more than 4,000 members since its inception in 1987 commensurate with the needs of the fastest growing segment of the American population.

Unlike traditional lawyers, Elder Law attorneys deal with their clients “holistically” — helping with the issues that affect a particular segment of the population rather than a narrow area of law.

When clients visit an Elder Law attorney, they generally present problems beyond the need for a will or a power of attorney. Elder Law attorneys are familiar with the network of services and providers who assist clients effectively.

NAELA devotes much of its resources to education of its members. Elder Law attorneys must constantly monitor the ever-changing statutes and regulations to which older adults are beholden for their daily existence.