Essential Estate Planning Tools
1. Durable Power of Attorney;
2. Health Care Proxy;
3. HIPAA Release;
4. Medical Directive (“Living Will”);
5. Homestead;
6. Will.
2. Health Care Proxy;
3. HIPAA Release;
4. Medical Directive (“Living Will”);
5. Homestead;
6. Will.
Additional Planning Tools
a) Authorization re: Electronically Stored Information;
b) Trusts: Revocable and Irrevocable;
c) Life Estate for Real Estate;
d) Long Term Care Insurance;
e) Medicaid Compliant Annuities;
f) Public Benefit Programs:
b) Trusts: Revocable and Irrevocable;
c) Life Estate for Real Estate;
d) Long Term Care Insurance;
e) Medicaid Compliant Annuities;
f) Public Benefit Programs:
- Medicaid/MassHealth;
- Veterans Administration.
