The Forgotten Step in Estate Planning: Beneficiary Designations – Pamphlet

This series highlights the eligibility rules for Maine Medicaid (MaineCare) nursing home benefits and dispels certain myths the families that work with our office often hear. Myth1: Medicare Will Cover My Nursing Home Bill. The Truth: Medicare pays for only a small amount of the nursing home care provided in the United States. In general,…

    Duties of a Trustee As a trustee, you have been named to manage assets, funds, or property for someone else, which makes you a fiduciary. Fiduciary means the agreement is based on trust and confidence. Your basic duties as a trustee are outlined in the Maine Uniform Trust Code, but you should also…

Creation of a will is an important step to ensuring correct succession of possessions after death. Here are some important elements you need to know.   What’s a Will? We hear about them sometimes in the media but usually only when someone famous dies, didn’t prepare one, and now the family is trying to figure…

Frequently, an individual or entity not a party to a specific contract may be affected by a breach to that contract.  For example, a municipality may contract with a landscaper to periodically remove brush and other shrubbery encroaching on a road.  A homeowner uphill from that road gains a benefit from this contract as it…