Taxation & Estate Planning

I had the pleasure of speaking with Barbara Friesner, of AgeWiseLiving, on her AgeWise Living Radio Show about Why and How to Avoid Guardianship and Conservatorship (click to listen to the recording.)  You may want to turn the volume down on your computer before clicking the link to the show, since the audio starts right away.

I talked about what a guardianship and conservatorship are, why one or both would be needed, what the process is for obtaining them, what the costs associated with them are, what families can expect when them embark on seeking protective proceedings over a loved one, what the responsibilities are of the guardian or conservator once they are appointed, and most importantly, what some of the alternatives to these proceedings are that can provide the elder or disabled person with the support they need, while maintaining their rights and keeping family relationships intact. 

I had a great time talking to Barbara about these issues, and hope to do it again soon. 



If you are in Massachusetts and would like to put a plan in place for yourself to insure that you won't need a guardian or conservator, even if you become incapacitated, call me at 781-749-2284 to find out what you need to do.

And if you are the child of a parent who failed to make a plan and is now incapable of handling their affairs, and you find yourself running into roadblocks in talking with their doctors or dealing with their finances, call me to find out what your options are.