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Massachusetts Estate Planning and Elder Law

Wednesday, January 20, 2016

The Benefits of Comprehensive Estate Planning

 

Your personal estate encompasses all of your life assets, including cash assets, real estate, personal property (automobiles, jewelry, art, furniture, etc.), as well as items of sentimental value.  In the past, estate planning traditionally focused on how best to align the distribution of one’s accumulated lifetime assets with one’s values and desires, and on making that process as efficient as possible.  Modern estate planning involves more than just the distribution of one’s lifetime assets, however.


Read more . . .


Wednesday, September 11, 2013

Essential Legal Documents Workshop

Join us tomorrow evening, September 12 at 6:30 p.m. for our Essential Legal Documents Workshop. Estate Planning & Elder Law Attorney Julie Low, of the Law Office of Julie Low, will be the speaker. Click here for more information and to register or call 978-922-8800.


Wednesday, September 4, 2013

What are the Essential Legal Documents?

Most people think if you have a Last Will & Testament and/or a Trust, then your estate plan is complete. Come to our Essential Legal Documents Workshop on Thursday, September 12 at 6:30 p.m. and learn why your estate plan is not complete without Power of Attorney, Healthcare Proxy, HIPAA Authorization & Living Will documents. This complimentary workshop will be presented by Estate Planning & Elder Law Attorney Julie Low of the Law Office of Julie Low. It will be hosted by Emeritus Cherry Hill at 220 Conant Street in Danvers. Click here to register or call 978-922-8800.


Monday, August 19, 2013

Fact or Fiction: Estate Planning Demystified!

Now is a great time to start the estate planning process. Begin by attending one of Julie Low’s complimentary workshops, Fact or Fiction: Estate Planning Demystified! Our next workshop dates are Wednesday, August 28 at 6:30 p.m. and Saturday, September 7 at 10 a.m. Click here to register or call 978-922-8800.


Monday, June 10, 2013

Health Fair @ North Shore Elder Services: June 27, 2013

Join us at the Health Fair! For more information, contact Eileen Lubas: (978) 539-8254 or Eileen@longevityconnect.org

 


Tuesday, May 28, 2013

Free Webinar: Life Expectancy and Health Care Planning

The Law Office of Julie Low is proud to partner with WealthCounsel and EstatePlanning.com to offer this free webinar to our clients and friends.

Join us on Friday, June 21st 2013 from 2:00 to 3:00 p.m. for a presentation by Lewis J. Walker, CFP. You will discover the realities of planning for health care during retirement. Both health care costs and life expectancy rates are climbing and each person or couple needs a plan to ensure proper care and quality of life.

It is estimated that a couple retiring at age 65 will need $240,000 to cover medical expenses during the retirement years. Most have not considered this great expense,nor planned for it.

This engaging and educational presentation can help you to determine if YOU are prepared, and if not, what steps you can take to become prepared.

To register for this special event:

http://estate-planning.wealthcounsel.com/acton/ct/2218/s-0863-1305/Bct/q-007b/l-sf-contact-0077:f7b/ct11_0/1


Sunday, May 26, 2013

Visit EstatePlanning.com™ for a Wealth of Consumer Information!

My firm's membership in WealthCounsel® and ElderCounsel® was one of the best decisions I made when I started my law practice in 2010. Yes, it was a huge financial investment and even a little scary because I didn't even have a single client lined up, but one I felt was necessary to provide clients with the best planning experience possible.

These companies equip me to serve my clients with the highest standards of practice excellence by providing a collegial nationwide network of estate planning and elder law attorneys from which to draw upon; drafting software programs that create the most comprehensive, thorough, and customized estate plans for my clients; and continuing education to ensure that I stay up to date with changes in the law and the latest trends in estate planning.

Now my clients and /or prospective clients can also enjoy the benefits of my membership by visiting EstatePlanning.com, a website designed with the estate planning client audience in mind. EstatePlanning.com provides my clients with opportunities to learn more about estate planning, to attend free webinars, such as the one coming up on Friday, June 21st entitled, "Life Expectancy and Health Care Planning," download a free "Six-Step Checklist Toward Successful Estate Planning," or learn why most estate planning attorneys think that DIY or online wills and trusts are a huge mistake!

One of my favorite quotes is "Whatever you are, be a good one." WealthCounsel® and ElderCounsel® are just two of the many tools I use in my practice to be sure I am a good estate planning, special needs planning and elder law attorney!


Friday, May 17, 2013

Health Insurance Companies Urged to Cover Personal Location Devices

 

Currently, the purchase of and expenses related to a “Technology-Assisted Tracking Device” are not covered under health benefits plans in Massachusetts. Patients with dementia, Alzheimer’s disease or Autism Spectrum Disorder can me prone to becoming lost or wandering from a given location. In addition to the panic and heartache this causes family members and caregivers, it often requires many hours of time from the police, fire department or other civil services. A quality “locator” device is invaluable to everyone, saving time, money and insuring less unsupervised time for the patient.

On January 16, 2013 Mr. Aaron Michlewitz of Boston, and five other people filed a petition to the Massachusetts Joint Committee on Financial Services (accompanied by a bill, House, No. 956) that would make this service available for coverage by health insurance. Filed as an amendment to Chapter 118E of the General Laws, the Act states:

               “A health benefit plan shall provide full coverage, subject to all applicable co-payments, co-insurance, deductibles and out of pocket limits, for insured individuals who are diagnosed by a licensed physician with dementia, Alzheimer’s disease or Autism Spectrum Disorder, to obtain a Technology-Assisted Tracking Device if they or their guardian choose.”

The Act also clearly defines necessary capabilities of any wearable device such as being waterproof, work indoors or undercover and be-tamper resistant. We recommend that you read the short Bill and contact members of the Legislature to express support for this Amendment.

To read a copy of the Bill:

http://www.malegislature.gov/Bills/188/House/H956

To contact a member of the Joint Committee on Financial Services: http://www.malegislature.gov/Committees/Joint/J11

To find your House or Senate representative: http://www.malegislature.gov/People/Search

To read about Lojack's Safety Net devices: http://www.lojack.com/People-at-Risk


Tuesday, April 30, 2013

"Planning" vs. "Crisis"

 We predominantly get two types of calls at the Law Office of Julie Low.  One is for "planning" and the other is for "crisis".  Estate "planning" involves the creation of specific documents such as a Will, a Trust, Power of Attorney, Health Care Proxy, HIPAA Authorization and Living Will.  Having all these documents in place empowers your family members to act on your behalf if you are unable to do do.  We get "crisis" calls when these specific documents are not in place, a loved one is anticipating a move to a skilled nursing facility, and there is fear of losing all assets to pay for that care.  Although we love "planning" calls, we are uniquely equipped to handle crisis calls, too.  If you would like to learn more about estate planning, then please attend one of our bi-monthly workshops, Fact or Fiction:  Demystifying Estate Planning.  To see our upcoming schedule of workshops and/or to register, please click on Workshops at the top of this website.


Thursday, November 8, 2012

What is a Power of Attorney & Who Needs One?

November is National Alzheimer’s Disease Awareness Month.  At the Law Office of Julie Low, we often get calls from people who haven’t done any estate planning and now find themselves in a crisis situation with regards to a loved one who has Alzheimer’s disease.  If you become sick or disabled, either temporarily or permanently, who will make financial decisions for you?  A  Power of Attorney allows you to appoint someone you trust to do just that.  If you cannot pay bills, get records or make other financial decisions due to physical or mental limitations, your family may be prevented from helping you.  Arranging for a Power of Attorney now can save the $4000-$5000 in legal fees that a conservatorship or guardianship process can cost.  To learn more about Power of Attorney and other important estate planning documents, please attend one of our educational workshops.  Dates, times and further information are available here.   Or log on to www.lawofficeofjulielow.com and click on Seminars.  To learn more about National Alzheimer’s Disease Awareness Month, click here!


Thursday, September 20, 2012

Fact or Fiction: Estate Planning De-Mystified Workshop Postponed

Our Fact or Fiction: Estate Planning De-Mystified workshop orginally scheduled for Saturday, September 22 at 10:00 a.m. will be postponed until Saturday, October 20 at 10:00 a.m. If you would like to sign up for October 20th, then please click here.  Or you may call us at 978-922-8800.  If you prefer our weeknight workshop on Thursday, October 4 at 6:30 p.m. then please click here to register.

During these seminars, Attorney Low explains the facts and dispels the myths of estate planning. These two-hour seminars are designed to give you the crucial information you need so you can start thinking about the best ways to protect your family and assets. You will come away with a general understanding of many of the different estate planning documents such as wills, revocable and irreovcable trusts, living trusts, healthcare proxies and Durbale Power of Attorney. All of our upcoming workshops may be found at www.lawofficeofjulielow.com.


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The Law Office of Julie Low, PLLC assists clients in Beverly, MA and throughout the North Shore including Salem, Wenham, Danvers, Peabody, Marblehead, Hamilton, South Hamilton, Manchester, Swampscott, Lynn, Topsfield, Essex, Middleton, Lynnfield, Ipswich, Saugus, Nahant, Malden, Everett, Gloucester, Medford, Melrose, Reading, North Reading, Rockport, Stoneham, Wakefield, Newbury, Newburyport, Rowley, Amesbury, Boxford, Andover, North Andover, Georgetown, Byfield, Groveland, Haverhill, Lawrence and Boston in Essex County, Suffolk County and Middlesex County



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4 Federal Street, Beverly, MA 01915
| Phone: 978-922-8800

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