In the News
Clients Moving Out of State Can Face Estate-Plan Snafus
The upheaval of COVID-19, and the gradual return to “new normalcy” have brought many changes to my estate planning practice, including an uptick in out-of-state moves by my baby boomer and senior clients. Several are now buying homes in or outside Massachusetts, where...
When Family Members Don’t Share Your Pride
Pride Month is a wonderful celebration of the LGBTQIA+ community to which I belong—and a public validation that everyone’s dreams and voices matter. But despite the gradual transformation of societal mores, many members of our community worry about not being heard and...
Sydney vs. Boston? Distance Matters for Health Care Agents
One of the hardest aspects of COVID-19 has been enduring the agony of being separated from family members who need difficult health care decisions to be made on their behalf.Words of comfort on FaceTime don’t have the same impact as the touch of a trusted spouse,...
Deborah Danger Receives a Jenny for Creative Use of Humor
Deborah Danger, of DangerLaw, has been awarded a Jenny for her creativity in marketing her practice. In her case, Deborah makes very effective use of humor as a marketing tool. I met Deb through my business networking group, ProVisors. (ProVisors is filled...
When Unmarried Older Couples Buy a Home
After their marriages end, either by divorce or through one spouse’s death, many of my baby boomer and senior clients are meeting new romantic partners but choosing not to get remarried. When that decision comes up, finances are usually at the forefront. Read more...