The DJT Blog
Learn effective planning strategies to help protect your home from MassHealth estate recovery claims, including advance techniques, timing considerations, trusts, transfers, exemptions, and steps to safeguard your property for your heirs.
Consider important factors when thinking about downsizing your home, such as financial impact, lifestyle changes, equity implications, tax issues, long-term care planning, and how a move may affect your overall estate plan.
Get practical guidance on strategies to help minimize or avoid taxes on life insurance benefits, including the use of trusts, ownership structures, beneficiary designations, and planning techniques to preserve more of the proceeds for heirs.
Weigh the pros and cons of downsizing your home from legal, financial, and personal perspectives, including costs, mobility, maintenance, potential tax consequences, and how it fits into your broader retirement and estate plans.
Explore how estate and financial planning goals differ between those aged 30–50 and those 62+, including priorities for asset protection, retirement readiness, legacy planning, risk management, long-term care, and tax considerations at each life stage.
Learn why relying on non-lawyers for Medicaid/MassHealth planning or application assistance can lead to costly mistakes, denials, penalties, or tax issues, and why experienced elder law counsel matters when navigating long-term care benefits.
Find key tips for selecting the right trustee for your trust, including traits to look for, duties and responsibilities, potential conflicts, and whether a family member, friend, professional, or institution is best for your unique situation.
May is National Elder Law Month—a time to focus on legal protections for seniors. Learn how we support older adults with estate planning, long-term care, and more. Contact The Law Office of Dale J. Tamburro today to schedule a consultation and protect your loved ones’ future.
Protect your legacy with smart estate planning for your vacation home. Ensure smooth transfer, reduce taxes, and avoid disputes. Contact The Law Office of Dale J. Tamburro today to safeguard your property and provide peace of mind for future generations.
Choosing the right trustee is essential for protecting your legacy and ensuring your wishes are carried out. Learn what to consider when selecting a trustee. Visit The Law Office of Dale J. Tamburro for trusted legal guidance and make informed decisions today.
