Author Archives: Leanna

Read the Fine Print!

I’ve run into a couple of situations recently where clients received mail that looked “official” but turned out to be a company trying to make my client pay for something that they could get for free. The first was an unsolicited mailing from a company offering to help my client transfer some stocks after her… Continue Reading

Where is your will?

In the “old days” lawyers used to keep their clients’ Last Wills in their offices. Lawyers tended to stay in their practices for decades, and people didn’t move as often as they do now. It also made it so that the client’s heirs had to go back to that attorney when the client passed away,… Continue Reading

The Top 5 Mistakes Clients Like Mine Make

There are many mistakes people can make when planning for their future. Usually the biggest one is not planning. Most of the time, by the time they get to me, we can make sure to remedy these mistakes. 1. Not talking to their families. Leaving a house to multiple children and hoping they will “work… Continue Reading

Book Review: “Moving Out A Family Guide to Residential Planning…”

Moving Out – A Family Guide to Residential Planning for Adults with Disabilities is a wonderful resource for families exploring living options for their loved ones. Written by Dafna Krouk-Gordon, the founder and president of TILL, Inc., and special needs attorney Barbara Jackins, the book is a wealth of information in an easily understandable format.… Continue Reading

Limitations to Guardianships & Conservatorships

As part of the changes to the guardianship and conservatorship process in Massachusetts a few years ago, the courts have been moving away from full guardianship and conservatorship and towards limited ones. The idea is to protect the person in need, while still allowing them to retain rights as appropriate.  On the forms that are… Continue Reading