Estate & Elder Law Advisory, PLLC

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Estate & Elder Law Advisory, PLLC Estate Planning and Elder Law Advisory Law Firm

Estate Planning
Elder Law
Business Planning
Tax
Irrevocable Trusts
Wills
Medicaid Planning
Estate Administration
Probate
SSDI/SSI/VA Benefits
Guardianships
Real Estate

People ask which trust is stronger. That is the wrong question. The better one is simpler: what are you trying to protec...
10/15/2026

People ask which trust is stronger. That is the wrong question. The better one is simpler: what are you trying to protect?

Both trusts trade the same thing. A revocable trust leaves you in control, and because you keep control, the assets still count as yours. An irrevocable trust asks you to give that control up, which is why it can protect what is inside it.

So start with the goal. Avoiding probate, keeping your affairs private, letting someone manage money if you cannot: a revocable trust covers those. Shielding a home from care costs takes an irrevocable trust, set up well ahead of time. Plenty of Sharon plans use both.

In our latest guide, Estate and Elder Law Advisory PLLC breaks down which trust fits which goal.

Read the full guide: https://estatelawadvisory.com/revocable-vs-irrevocable-trusts-in-massachusetts-which-one-fits-what-your-sharon-family-is-trying-to-protect/

A grandparent leaves your child a small gift in their will. It is meant as kindness. It can stop their benefits cold.Thi...
10/06/2026

A grandparent leaves your child a small gift in their will. It is meant as kindness. It can stop their benefits cold.

This usually surfaces when someone updates a will, buys a life insurance policy, or fills in a beneficiary form. Nobody thinks to ask where the money should go.

The fix is a trust your child never owns. You fund it, a trustee spends it on what benefits do not cover, and you choose who receives what is left. On Cape Cod this matters for property too. Leaving a house to a disabled adult child outright can interrupt MassHealth, while sending it to the trust keeps it available for their care.

In our latest guide, Estate and Elder Law Advisory PLLC explains how these two trusts differ and which one fits.

Read the full guide: https://estatelawadvisory.com/special-needs-trust-vs-supplemental-needs-trust-what-massachusetts-families-should-know/

Your irrevocable trust is busy protecting your assets. But when the first tax return comes due, who writes the check?Mos...
10/01/2026

Your irrevocable trust is busy protecting your assets. But when the first tax return comes due, who writes the check?

Most people sort this out after the trust is funded, which is the hardest time to change anything. Tax season is usually when it comes up.

There are three answers. You can keep paying the tax yourself, which lets the trust grow without tax chipping away at it. The trust can pay, but it hits the highest bracket at a much lower income level than you would. Or income can go to your beneficiaries, who report it at their own rates. For Brighton residents, Massachusetts estate tax is a separate question worth a look.

In our latest guide, Estate and Elder Law Advisory PLLC breaks down who pays tax on an irrevocable trust and why the answer matters.

Read the full guide: https://estatelawadvisory.com/trust-tax-rates-who-actually-pays-the-tax-on-an-irrevocable-trust/

You picked a trustee you trust completely. But what happens in twenty years, if that person moves away, gets sick, or si...
09/22/2026

You picked a trustee you trust completely. But what happens in twenty years, if that person moves away, gets sick, or simply stops doing the job well?

Irrevocable trusts are built to last decades. Tax rules change, family relationships change, and the person who wrote the trust is usually no longer around to correct anything.

A trust protector is someone named in your trust with limited authority to step in. That person can replace a trustee, review distribution decisions, or update terms when Massachusetts law changes. It is one more layer of protection for the people you planned for.

In our latest article, Estate and Elder Law Advisory PLLC explains what a trust protector does, which powers your document can grant, and how to choose the right person for the job.

Read the full guide: https://estatelawadvisory.com/the-trust-protector-the-safeguard-most-massachusetts-estate-plans-leave-out/

Who decides where your assets go after your spouse remarries?If you have children from a first marriage, leaving everyth...
09/15/2026

Who decides where your assets go after your spouse remarries?

If you have children from a first marriage, leaving everything outright to your spouse can quietly change that answer. Once assets pass outright, your spouse controls what happens to them next.

A QTIP trust works differently. It pays income to your spouse for life while you name who receives the rest. Families in Wellesley often pair one with a credit shelter trust to help preserve both spouses' state estate tax exemptions. Choosing the right trustee matters just as much as the document itself.

In our latest article, Estate and Elder Law Advisory, PLLC breaks down how these trusts work and what to weigh before deciding.

Read the full guide: https://estatelawadvisory.com/what-is-a-qtip-trust-why-second-marriage-families-in-massachusetts-use-one/

The person you name to settle your estate is often the same person who inherits from it. Is that a problem?In Massachuse...
09/08/2026

The person you name to settle your estate is often the same person who inherits from it. Is that a problem?

In Massachusetts, usually not. State law allows it, and most families name a spouse or an adult child for both roles. Trouble tends to start later, over the family home, personal items, or long stretches with no updates.

A few choices in your will can prevent that. Spelling out whether your representative may buy estate property, naming a successor, using independent appraisals, and keeping beneficiaries from signing as witnesses can spare your family real confusion and conflict.

In our latest article, Estate & Elder Law Advisory, PLLC explains how this dual role works in Massachusetts and what to decide before it matters.

Read the full guide: https://estatelawadvisory.com/can-the-person-settling-your-estate-also-inherit-from-it-massachusetts-rules-for-executors/

You signed a will years ago. Then you remarried. Does that old will still control what your family receives?Massachusett...
09/01/2026

You signed a will years ago. Then you remarried. Does that old will still control what your family receives?

Massachusetts changed this rule in 2012. Before then, marriage canceled an old will automatically. Today that will survives, and your spouse receives a share set by state law instead.

A default share says nothing about who you chose as personal representative, how your retirement account beneficiaries read, or whether a trust should protect children from a first marriage. Looking at those together can help families in Sharon, Brighton, Wellesley, and Cape Cod reduce confusion and keep control.

In our latest article, Estate & Elder Law Advisory explains why a will never expires, what the 2012 change means for second marriages, and how divorce is treated differently.

Read the full guide: https://estatelawadvisory.com/does-a-will-expire-what-massachusetts-families-get-wrong-about-an-old-will/

Have you ever wondered who can read your will after you are gone? In Massachusetts, the answer surprises most families.O...
08/24/2026

Have you ever wondered who can read your will after you are gone? In Massachusetts, the answer surprises most families.

Once a will is filed with the Probate and Family Court, it becomes a public record. Court dockets can be searched online by name, and many documents filed since 2009 can be viewed from home.

There are ways to keep more of it private. A properly funded living trust is not filed with the court. Assets that pass by beneficiary designation stay off the record too. And in Massachusetts, the estate inventory does not always have to be filed at all.

In our latest article, Estate and Elder Law Advisory PLLC explains what a probate file actually shows and which details usually stay private.

Read the full guide: https://estatelawadvisory.com/are-wills-public-record-in-massachusetts-what-becomes-visible-and-how-to-keep-it-private/

What if a gift you made a few years ago decided whether MassHealth helps pay for your mother's care?Health changes rarel...
08/17/2026

What if a gift you made a few years ago decided whether MassHealth helps pay for your mother's care?

Health changes rarely give notice. One fall can turn long-term care into an urgent question, and by then the best options are often gone.

MassHealth reviews the five years before an application is filed, so timing matters. An irrevocable trust, protections for married couples, and careful decisions about the family home can help you keep more of what you have built.

In our latest article, Estate & Elder Law Advisory explains how the five-year look-back works and what your family can do before care is needed.

Learn more and request a consultation: https://estatelawadvisory.com/how-the-masshealth-five-year-look-back-decides-what-your-family-keeps/

Have you married, retired, bought a home, or welcomed a new family member since creating your estate plan? Those changes...
08/12/2026

Have you married, retired, bought a home, or welcomed a new family member since creating your estate plan? Those changes may affect whether your documents still reflect your wishes.

A review may include your will, trust, beneficiary designations, powers of attorney, and healthcare documents. An estate planning attorney in Brighton can help identify updates that may reduce confusion and better protect your family.

In our latest article, Estate and Elder Law Advisory PLLC explains six life events that may signal it is time to review your plan.

Read the full guide: https://estatelawadvisory.com/6-life-events-that-mean-its-time-to-update-your-estate-planmeta-titleestate-planning-attorney-brighton-estate-elder-law/

Address

28 South Main Street
Sharon, MA
02067

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+17818060206

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