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[NL Blog Post - AUG] Avoiding Probate: What Families Need to Know in 2026 | Scheduled 09.17.26

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[NL Blog Post - AUG] Avoiding Probate: What Families Need to Know in 2026 | Scheduled 09.17.26

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Have a Will? Your estate may still go through probate.

Understanding how probate works and which estate planning strategies may help avoid it can make a meaningful difference for your family.

Read our latest blog to learn what families should know about avoiding probate in 2026.

https://guthrolaw.com/avoiding-probate-2

#estateplanning #probate #probatelawyer #livingtrust

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[Post - AUG] Turning Estate Planning Uncertainty Into Confidence | Scheduled 09.15.26

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[Post - AUG] Turning Estate Planning Uncertainty Into Confidence | Scheduled 09.15.26

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Feeling uncertain about creating a revocable living trust is completely understandable. Clear explanations and thoughtful guidance can make the estate planning process feel far more manageable.

This client’s experience highlights how education, patience, and step-by-step support helped turn hesitation into confidence. At Guthro Law, we help Massachusetts families understand their options and create estate plans designed around their needs.

If you would like to see what others have shared about their experience working with our firm, we invite you to visit our Google Reviews.

📞 781-229-0555
https://share.google/sViyTB5vcmIlFWemX

#estateplanning #revocablelivingtrust #massachusettsestateplanning #clienttestimonial

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[Post - AUG] Plan Today. Protect Tomorrow. | Scheduled 09.10.26

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[Post - AUG] Plan Today. Protect Tomorrow. | Scheduled 09.10.26

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Could long-term care costs put your family’s savings at risk? Whether you are planning ahead or facing an immediate care crisis, understanding your legal options can help you avoid costly mistakes.

Guthro Law helps Massachusetts families navigate long-term care planning, MassHealth and Medicaid eligibility, crisis planning, and lawful asset protection strategies. Clear guidance can help you make informed decisions about care while working to preserve what you have built.

Take the first step with our Long-Term Care Planning Consultation. For a flat fee of $500, you will receive a one-hour consultation after completing our Long-Term Care Questionnaire, giving you personalized guidance and a clear path forward. Complete the questionnaire and learn more.

https://app.decisionvault.com/open/guthrolaw/ltc

📞 781-229-0555

#longtermcareplanning #masshealthplanning #medicaidplanning #longtermcare

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[Post - AUG] Protect the Partner You Chose | Scheduled 09.03.26

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[Post - AUG] Protect the Partner You Chose | Scheduled 09.03.26

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A coordinated estate plan can protect your unmarried partner through wills, trusts, health care proxies, durable powers of attorney, beneficiary designations, and properly titled property. Without these documents, Massachusetts inheritance laws may place critical decisions in the hands of relatives or the courts.

If you are ready to protect your partner and put a plan in place, use the link to complete our estate planning questionnaire. You can then meet with an attorney to discuss your options and receive a quote tailored to your specific needs.

https://app.decisionvault.com/open/guthrolaw/ep

📞 781-229-0555

#massachusettsestateplanning #unmarriedcouples #couplesplanning #assetprotection

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[Carousel Post - AUG] What Happens to Your Digital Life When You’re Gone? | Scheduled 08.27.26

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[Carousel Post - AUG] What Happens to Your Digital Life When You’re Gone? | Scheduled 08.27.26

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Your estate plan should protect more than your home and financial accounts.

Your online accounts and digital assets are also part of your legacy. Taking a few simple steps now can help protect both your finances and your memories for the people you love.

Swipe through to learn why digital assets should be included in your estate planning.

📞 781-229-0555
🌐 https://guthrolaw.com/digital-life-when-youre-gone

#estateplanning #digitalassets #digitallegacy #estateplan

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[Video Post - SEPT] Can You Sell Your Home in a Trust?

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[Video Post - SEPT] Can You Sell Your Home in a Trust?

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Does placing your home in a Trust mean giving up future flexibility?

Many homeowners worry they won't be able to move after transferring their home into a Medicaid Asset Protection Trust. In reality, selling may still be an option, but it's important to follow the trust's rules to help preserve your planning goals.

This video explains how selling a home in a Trust works and what to consider before making a move.

📞 781-229-0555

#masshealth #medicaidassetprotection #estateplanning #trustplanning

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[Video Post - AUG] Protecting Your Home from Long-Term Care Costs | Scheduled 09.08.26

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[Video Post - AUG] Protecting Your Home from Long-Term Care Costs | Scheduled 09.08.26

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Can a Medicaid Asset Protection Trust help protect your home?

Every family's situation is different. This video explains why factors like the parent's age, the five-year look-back period, and tax implications should all be considered before transferring a home into a Medicaid Asset Protection Trust.

Learn what factors to consider before transferring your home into a Medicaid Asset Protection Trust.

📞 781-229-0555

#masshealth #medicaidassetprotection #longtermcareplanning #estateplanning

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[Video Post - AUG] The Real Cost of Long-Term Care | Scheduled 09.01.26

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[Video Post - AUG] The Real Cost of Long-Term Care | Scheduled 09.01.26

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Why do nursing homes receive different payments for private pay and MassHealth residents?

Many families are surprised to learn that nursing homes are typically paid different rates for private pay residents and those receiving MassHealth benefits.

Understanding how these payment differences work can help you plan for future long term care needs.

Watch our video to understand how private pay and MassHealth reimbursement can affect long-term care planning.

📞 781-229-0555

#masshealth #longtermcareplanning #estateplanning #elderlaw

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[Video Post - AUG] Understanding Medicaid Eligibility Rules | Scheduled 08.25.26

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[Video Post - AUG] Understanding Medicaid Eligibility Rules | Scheduled 08.25.26

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How much can you own and still qualify for MassHealth long term care benefits?

Asset limits depend on your situation, and understanding what counts can make a significant difference when planning for future care. This video explains some of the key financial guidelines for individuals and married couples.

Watch now to learn how MassHealth asset limits may affect your long term care planning.

📞 781-229-0555

#masshealth #longtermcareplanning #estateplanning #assetprotection

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[NL Blog Post - JULY] What Happens to Your Digital Life When You’re Gone?

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[NL Blog Post - JULY] What Happens to Your Digital Life When You’re Gone?

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What happens to your digital life when you’re gone?

Your online accounts, photos, emails, subscriptions, and digital investments are all part of the legacy you leave behind. Without a plan, your loved ones may face delays, lost access, or unnecessary stress trying to manage them.

In our latest blog, we explain why digital assets matter in estate planning and how the right steps can help protect your complete legacy.

📖 Read the full blog to learn more.

https://guthrolaw.com/digital-life-when-youre-gone

#estateplanning #digitalassets #elderlaw #estate

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[Video Post - JUNE] When Does a Medicaid Trust End? | Scheduled 07.28.26

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[Video Post - JUNE] When Does a Medicaid Trust End? | Scheduled 07.28.26

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When does a Medicaid Asset Protection Trust end?

The answer depends on how the trust is structured and what it needs to accomplish after death. In some cases, a trust may continue temporarily to transfer assets, administer property, and help avoid estate recovery.

🎥 Watch now to learn what happens to a Medicaid Asset Protection Trust after a loved one passes away.

📞 781-229-0555
🌐 https://guthrolaw.com

#estateplanning #assetprotection #masshealth #trustplanning

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[Post - JUNE] From Overwhelmed to Prepared | Scheduled 07.23.26

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[Post - JUNE] From Overwhelmed to Prepared | Scheduled 07.23.26

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Estate planning can feel overwhelming, which is why we strive to make the process as clear, organized, and comfortable as possible.

We are grateful for the trust our clients place in us and honored to help them create plans that provide clarity, confidence, and peace of mind for the future.

If you'd like to see what others have shared about their experience working with our firm, we invite you to visit our Google Reviews.

📞 781-229-0555
https://share.google/sViyTB5vcmIlFWemX

#estateplanning #estateplanningattorney #trustplanning #clienttestimonial

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06.15.26  - Wendy Guthro - From Overwhelmed to Prepared (1)

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[Post - JUNE] Your Estate Plan Should Include Your Digital Life | Scheduled 07.14.26

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[Post - JUNE] Your Estate Plan Should Include Your Digital Life | Scheduled 07.14.26

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What happens to your online accounts, photos, files, and digital assets if something happens to you?

Estate planning is no longer just about real estate, bank accounts, and personal property. Today, digital asset planning is an important part of protecting your information, your memories, and your financial accounts.

A complete estate plan can include clear instructions for online accounts, cloud storage, social media, cryptocurrency keys, subscriptions, and other digital property. It can also give your trusted fiduciary the legal authority needed to manage or close accounts when appropriate. 🔐

Contact our office to review or update your estate plan so your digital assets are not overlooked.

📞 781-229-0555

https://guthrolaw.com

#estateplanning #digitalassets #estateplan #assets

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[Post - JUNE] The Best Time to Plan for Long-Term Care Is Before You Need It | Scheduled 07.21.26

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[Post - JUNE] The Best Time to Plan for Long-Term Care Is Before You Need It | Scheduled 07.21.26

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A health crisis is not the time to start planning for long-term care.

One of the most important parts of elder law and estate planning is preparing before care is needed. Early planning can help protect assets, address future long-term care costs, and create a strategy for MassHealth eligibility before important deadlines come into play.

With Massachusetts MassHealth planning, timing matters. Certain asset transfers may be subject to a five-year look-back period, making proactive planning an important part of protecting your financial future and long-term care goals.

Take the first step with our Long-Term Care Planning Consultation. For a flat fee of $500, you'll receive a one-hour consultation after completing our Long-Term Care Questionnaire, giving you personalized guidance and a clear path forward.

Complete the questionnaire and learn more: https://app.decisionvault.com/open/guthrolaw/ltc

📞 781-229-0555

#elderlaw #longtermcareplanning #estateplanning #masshealth

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[Post - JUNE] Irrevocable Trusts: A Powerful Tool for Protecting Assets | Scheduled 07.09.26

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[Post - JUNE] Irrevocable Trusts: A Powerful Tool for Protecting Assets | Scheduled 07.09.26

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Could giving up some control today help protect more of your assets tomorrow?

An Irrevocable Trust is one of the most effective estate planning tools available for asset protection, Medicaid and MassHealth planning, special needs planning, and transferring wealth to future generations.

Because assets placed in an Irrevocable Trust are no longer owned directly by the grantor, these trusts can provide planning opportunities that are not available through a will or a Revocable Trust. The right strategy depends on your goals, family circumstances, and long-term care planning needs.

Contact our office to discuss whether an Irrevocable Trust should be part of your estate plan.

📞 781-229-0555

https://guthrolaw.com/contact-us

#estateplanning #trustplanning #assetprotection #estateplan

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[Post - JUNE] Estate Planning Quote | Scheduled 07.16.26

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[Post - JUNE] Estate Planning Quote | Scheduled 07.16.26

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Estate planning is about more than documents. It's about creating a roadmap for the people you care about most.

When your wishes are clearly documented and the right legal tools are in place, your loved ones can focus on supporting one another instead of making difficult decisions during a stressful time.

A thoughtful estate plan can provide clarity, protect your assets, and help make sure your wishes are carried out when it matters most.

If you are ready to put a plan in place use this link to complete an estate planning questionnaire to then meet with an attorney to discuss your options and get a quote tailored to your specific needs.

https://app.decisionvault.com/open/guthrolaw/ep

#estateplanning #estateplan #assetprotection #trustplanning

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[Post - JUNE] Free Seminar: Revocable and Irrevocable Trust Estate Planning | Scheduled 06.09.26

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[Post - JUNE] Free Seminar: Revocable and Irrevocable Trust Estate Planning | Scheduled 06.09.26

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Thinking about your estate plan but unsure whether a Will, revocable trust, or irrevocable trust is right for you?

Join Attorney Wendy Guthro as she leads Revocable and Irrevocable Trust Estate Planning, an educational seminar designed to help individuals and families better understand the legal tools available for protecting assets, planning for incapacity, and ensuring their wishes are carried out.

As part of the Massachusetts Bar Association's Elder Law Education Program, Wendy will discuss the essential estate planning documents everyone should consider, explain the differences between trusts and wills, and review how estates are administered based on the plan you put in place. A Q&A session will follow the presentation.

📅 Wednesday, June 10
⏰ 1:30 PM – 3:00 PM
📍 Newton Cooper Center, Multipurpose Room

This seminar is open to the public. We hope you'll join us for this important discussion on estate planning, elder law, trusts, asset protection, and long-term planning in Massachusetts.

Call 617-796-1660 or register at myactivecenter.com

#estateplanning #elderlaw #massachusettsestateplanning #trustplanning

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06.02.26 - Guthro Law - Free Seminar Revocable and Irrevocable Trust Estate Planning. (3)

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[NL Blog Post - JUNE] What Is Long-Term Care Planning and Why It Matters | Scheduled 07.28.26

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[NL Blog Post - JUNE] What Is Long-Term Care Planning and Why It Matters | Scheduled 07.28.26

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Have you thought about what would happen if you or a loved one needed long-term care?

Many families assume Medicare or health insurance will cover everything, only to discover too late that long-term care planning involves much more than expected.

In our latest blog, we break down:
• What long-term care really means
• How care is paid for
• Why early planning matters
• Steps families can take now to protect assets and reduce stress later

Planning ahead can make a significant difference for both your future and your family.

📖 Read the full blog to learn more.

https://guthrolaw.com/what-is-long-term-care-planning-and-why-it-matters

#elderlaw #longtermcareplanning #estateplanning #assetprotection

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[Post - APRIL] Thrive During Retirement Seminar | Scheduled 04.09.26

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[Post - APRIL] Thrive During Retirement Seminar | Scheduled 04.09.26

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How does estate planning fit into your retirement plan?

Attorney Wendy Guthro is speaking at the Thrive During Retirement seminar in Burlington, Massachusetts, addressing trust planning, probate avoidance, and strategies to protect assets for the future.

A well-structured estate plan is an important part of long-term financial planning.

781-229-0555

https://guthrolaw.com

#estateplanning #retirementplanning #elderlaw #trustplanning

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04.08.26 - Wendy Guthro -  Thrive During Retirement Seminar (1)

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[Reel Post - JUNE] Avoid Probate. Here’s What Most People Miss. | Scheduled 07.07.26

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[Reel Post - JUNE] Avoid Probate. Here’s What Most People Miss. | Scheduled 07.07.26

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Do you think a Will avoids probate?

Watch this reel to understand how probate really works and how proper estate planning can help your assets transfer without court involvement.

Planning ahead can protect your family and avoid unnecessary delays.

Contact our office to get started. 📩

📞 781-229-0555

https://guthrolaw.com

#estateplanning #probate #trustplanning #probatelawyer

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[NL Blog Post - MARCH] How Estate Planning Protects the People You Love Long-Term Care Planning Quote | Scheduled 05.05.26

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[NL Blog Post - MARCH] How Estate Planning Protects the People You Love Long-Term Care Planning Quote | Scheduled 05.05.26

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Estate planning is one of the most important ways to protect the people you love. Clear documents help prevent family conflict, reduce legal delays, and ensure your wishes are honored when it matters most.

From healthcare decisions to guardianship planning and financial protection for your loved ones, the right plan brings clarity during life’s most difficult moments.

👇🏼 Read our blog to learn how thoughtful estate planning can protect your family.

https://guthrolaw.com/how-estate-planning-protects-the-people-you-love

#estateplanning #familyprotection #willsandtrusts #estateattorney

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GuthroLaw | Burlington, MA Estate Planning & Elder Law Attorney

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A Will as a Gift, Not a Form
A Will gives direction when emotions run high. Without one, the state steps in and makes choices that rarely reflect family values. That often leads to:

Legal fees that quietly drain what you meant to pass on

Tension over personal items with deep meaning

Probate delays that stretch on for months

Wendy's years of hands on work with families show how clear planning keeps legal red tape from becoming the story people remember. Families deserve space to grieve, not paperwork battles.

Healthcare Directives: Your Voice in a Crisis
Speaking When You Cannot
Medical emergencies move fast. Loved ones should not guess what you would want.

Healthcare Proxy: names a trusted person to speak for you

Living Will: shares your wishes around life support

With these documents, your family gains guidance and relief during moments already filled with stress and fear.

Securing the Future for Minor Children
Guardianship Planning That Reflects Your Values
For parents, planning equals protection.
The Who
You choose the person who will raise your children and share your values.
The How
You outline how money is managed until they reach adulthood.

Without written direction, a judge who does not know your family steps in. That alone keeps many parents up at night.

Protecting Your Spouse or Partner
Planning for Stability
Financial protection is not automatic, especially in blended families or long term partnerships without marriage. Trusts and clear beneficiary choices help funds move smoothly. This support keeps a surviving partner steady during a time of grief, not scrambling to pay bills.

Your Peace of Mind Starts with a Conversation

Planning ahead can feel heavy at first, and that's normal. At the Law Office of Wendy Guthro, our firm focuses on turning legal requirements into lasting care for the people you love. Whether you are starting fresh or updating documents, we help your wishes stay clear and respected.

As Counsellor at Law, we stand ready to help you get started preparing or updating your essential documents. Contact us at 781-229-0555 or Office@GuthroLaw.com to set up an appointment, or visit our website at www.GuthroLaw.com.

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How Estate Planning Protects the People You Love - GuthroLaw | Burlington, MA Estate Planning & Elder Law Attorney

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A strong estate plan helps care for your family when you can't. Learn how Massachusetts planning tools protect those closest to you.

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[Blog Post - FEB] Choosing the Right Special Needs Trust: First Party vs. Third Party Explained | Scheduled 04.28.26

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[Blog Post - FEB] Choosing the Right Special Needs Trust: First Party vs. Third Party Explained | Scheduled 04.28.26

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Planning for a loved one who relies on SSI or MassHealth can feel complicated, especially when different types of Special Needs Trusts sound similar. Knowing the right structure can make all the difference in protecting benefits and long-term security.

In our latest blog, we explain the difference between first-party and third-party Special Needs Trusts, how each one works, and when one may be the better fit for your family’s situation. Clear planning today can help avoid costly mistakes later.

If you are supporting a loved one with a disability or thinking ahead for the future, this guide will help you understand your options. 👇🏼

https://guthrolaw.com/first-party-vs-third-party-special-needs-trust

#specialneedstrust #estateplanning #legalcounsel #specialneeds

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GuthroLaw | Burlington, MA Estate Planning & Elder Law Attorney

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Choosing the Right Special Needs Trust - GuthroLaw | Burlington, MA Estate Planning & Elder Law Attorney

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Setting up a special needs trust? Discover how first-party and third-party trusts work in Massachusetts and which fits your situation best.

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[Post - FEB] A Thoughtful and Thorough Planning Experience | Scheduled 04.21.26

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[Post - FEB] A Thoughtful and Thorough Planning Experience | Scheduled 04.21.26

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Estate planning can feel overwhelming, but our goal is to make every step clear and manageable. We take the time to explain each document, answer every question, and ensure our clients feel confident about the plan they are putting in place.

We are grateful for the trust our clients place in us and proud of the care our team provides throughout the process. 🫱🏻‍🫲🏼

If you are ready for guidance that puts clarity and communication first, contact our office to schedule a confidential estate planning consultation.

📞 781-229-0555

https://guthrolaw.com

#estateplanning #testimonial #elderlaw #massachusettslawfirm #review

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[Post - FEB] Long-Term Care Planning Quote | Scheduled 04.30.26

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[Post - FEB] Long-Term Care Planning Quote | Scheduled 04.30.26

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Long-term care planning is about more than protecting what you have. It is about preserving choice, dignity, and independence for the years ahead. 💛

Planning early gives you greater control over your care, your finances, and the impact on the people you love. It also helps reduce uncertainty during life’s most sensitive moments.

Start the conversation today. Call us or visit our website to learn how long-term care planning can support your future.

📞 781-229-0555

https://guthrolaw.com/long-term-care-planning

#elderlaw #longtermcareplanning #agingwithdignity #massachusettslaw

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[Reel Post - FEB] Is Your Digital Life Part of Your Estate Plan? | Scheduled 04.23.26

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[Reel Post - FEB] Is Your Digital Life Part of Your Estate Plan? | Scheduled 04.23.26

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Your life does not just exist on paper. It lives online. From photos and emails to financial accounts and subscriptions, your digital assets matter and they need a plan. 📱💻

Without clear instructions, loved ones can face delays, locked accounts, and lost information during an already difficult time. A few simple planning steps can make things much easier for the people you trust. 📂

Estate planning for digital assets helps protect your privacy, your finances, and your memories.

Ready to get started? Contact us to schedule a confidential consultation.

📞 781-229-0555

https://guthrolaw.com/digital-estate-planning

#estateplanning #digitalassets #estateplan #massachusettslawyer

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[Post - FEB] What Happens to an Estate After Someone Passes Away? | Scheduled 04.13.26

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[Post - FEB] What Happens to an Estate After Someone Passes Away? | Scheduled 04.13.26

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When a loved one passes, many families are left wondering how assets are legally transferred and who is responsible for handling the process. Do estates always go through probate, or are there other options? 🏠⚖️

Estate administration, probate, and trust administration all play different roles depending on whether there is a will or a trust in place. Understanding these differences can help families avoid delays, court involvement, and unnecessary stress.

If you are facing estate settlement questions or want to plan ahead, guidance matters.

Contact us to schedule a confidential consultation and get clarity today.

📞 781-229-0555

https://guthrolaw.com/estate-administration-and-probate

#estateattorney #estateadministration #massachusettslaw #trustadministration

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[Post - MARCH] Webinar: Can a Nursing Home Take Your Life Estate?

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[Post - MARCH] Webinar: Can a Nursing Home Take Your Life Estate?

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Concerned about what could happen to your home if nursing home care becomes necessary? Join us for the free webinar “Can a Nursing Home Take Your Life Estate?” and get clear, practical answers.

🗓️ Date: Tuesday, March 24, 2026
🕡 Time: 6:30 PM EST
💻 Location: Zoom

Attorney Wendy Guthro will walk through how life estates work, common misconceptions, and planning considerations that may help protect your home and legacy.

👉🏻 Register today to save your spot:
https://guthrolaw.com/can-a-nursing-home-take-your-life-estate

#freewebinar #elderlaw #estateplanning #longtermcare #massachusettslaw

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[Post - FEB] Webinar: Can a Nursing Home Take Your Life Estate? | Scheduled 03.23.26

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[Post - FEB] Webinar: Can a Nursing Home Take Your Life Estate? | Scheduled 03.23.26

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🏡 Many families worry about whether long-term care could put their home at risk. The free webinar “Can a Nursing Home Take Your Life Estate?” breaks down what you need to know to protect what matters most.

🗓️ Date: Tuesday, March 24, 2026
🕡 Time: 6:30 PM EST
💻 Location: Zoom

Attorney Wendy Guthro will explain how life estates work, how nursing home care and MassHealth can impact your home, and what planning steps may help safeguard your legacy.

Peace of mind starts with understanding your options.

👉🏻 Click the link to register now:
https://guthrolaw.com/can-a-nursing-home-take-your-life-estate

#freewebinar #estateplanning #elderlaw #longtermcareplanning #massachusettslaw #lifeestate

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[BlogPost - JAN] Why January Is the Best Time to Review Your Estate Plan | Scheduled 02.04.26

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[BlogPost - JAN] Why January Is the Best Time to Review Your Estate Plan | Scheduled 02.04.26

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January brings a fresh start — not just for goals and finances, but for your estate plan too. The calm after the holidays makes it an ideal time to review your Will, Trust, and Powers of Attorney and be sure they still reflect your life today.

A quick review now can bring peace of mind, reduce stress later in the year, and help ensure your plans align with your 2026 goals.

Read our latest blog to learn why January is the best time to revisit your estate plan and what to check along the way. 📖

https://guthrolaw.com/january-best-time-to-review-your-estate-plan

#estateplanning #wills #trusts #blog

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GuthroLaw | Burlington, MA Estate Planning & Elder Law Attorney

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Why January Is the Best Time to Review Your Estate Plan - GuthroLaw | Burlington, MA Estate Planning & Elder Law Attorney

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There’s no minimum debt to file bankruptcy. Yusufov Law Firm explains how Arizona residents can decide if filing is the right step.

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[Video Post - JAN] Are You or a Loved One Losing Their Memory?  | Scheduled 01.21.26

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[Video Post - JAN] Are You or a Loved One Losing Their Memory?  | Scheduled 01.21.26

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Memory loss can change everything for individuals and the families who care for them. In this webinar, Attorney Wendy Guthro discusses the legal planning steps families should consider when memory issues begin to arise, including how to protect loved ones and plan ahead with confidence.

▶️ Watch the full webinar to learn how early planning can help reduce stress, avoid legal complications, and create clarity for the future.

youtube.com/watch?v=NnwlQ7ArDuA&feature=youtu.be

#elderlaw #estateplanning #webinar #memoryloss #caregiving #legalplanning

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Webinar: Are You or a Loved One Losing Their Memory?

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[NL Blog Post - DEC] Estate Planning for Blended Families | Scheduled 01.19.26

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[NL Blog Post - DEC] Estate Planning for Blended Families | Scheduled 01.19.26

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Blended families come with unique dynamics, and without a clear estate plan, even the best intentions can lead to confusion or unintended outcomes. From protecting stepchildren to balancing support for a spouse and children, the right planning tools can make all the difference.

Our latest blog breaks down key considerations for blended families and explains how thoughtful planning can reduce stress, protect relationships, and honor your wishes.

📖 Read the full blog to learn how to create clarity and peace of mind for your blended family.

https://guthrolaw.com/estate-planning-blended-families

#estateplanning #estateplan #legaltips #blendedfamilies

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GuthroLaw | Burlington, MA Estate Planning & Elder Law Attorney

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Estate Planning for Blended Families - GuthroLaw | Burlington, MA Estate Planning & Elder Law Attorney

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Estate planning isn’t just for retirees. This guide helps young Massachusetts families build a solid legal foundation early.

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[Post - DEC] Happy Holidays | Scheduled 12.25.25

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[Post - DEC] Happy Holidays | Scheduled 12.25.25

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This season, we are reminded of how grateful we are for the families and individuals who place their trust in our firm. Your support means more than you know.

Wishing you a holiday season filled with joy and a New Year filled with hope and possibility.

Happy Holidays from Wendy Guthro, Attorney and Counsellor at Law and team. ✨

https://guthrolaw.com

#happyholidays #seasonsgreetings #estateplanning #elderlaw #community

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12.10.25 - Wendy Guthro - Happy Holidays! (1)

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[Post - JAN] Kind and Knowledgeable Help for Your Estate Plan | Scheduled 02.06.26

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[Post - JAN] Kind and Knowledgeable Help for Your Estate Plan | Scheduled 02.06.26

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We are grateful for clients who share their experiences working with our team. Estate planning should feel clear, supportive, and efficient, and we are honored to hear that our approach brings comfort and confidence during the process.

From meetings to handling key steps on our clients’ behalf, our goal is to make planning for the future as smooth and stress free as possible. 🫱🏻‍🫲🏼

If you are ready to create or update your estate plan, contact us to get started.

📞 781-229-0555

https://guthrolaw.com

#estateplanning #clientreview #feedback #estateplanninglawfirm

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[Post - JAN] Thinking About Whether It Is Time to Put Your Affairs in Order? | Scheduled 02.09.26

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[Post - JAN] Thinking About Whether It Is Time to Put Your Affairs in Order? | Scheduled 02.09.26

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Thinking about whether it is time to put your affairs in order? ✍🏼

Estate planning is not only for retirees. It is for anyone who wants to protect their loved ones, preserve their wealth, and make sure their wishes are honored. A trust based plan can also help manage your affairs if you become incapacitated. ⚖️

No matter your stage of life, we can help design a plan that reflects your priorities and protects your future.

If you want clarity and peace of mind, contact us today.

📞 781-229-0555

https://guthrolaw.com/estate-planning

#estateplanning #massachusettsestate #estateplanninglawyer #legaltips

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[Post - FEB] Why Include a Trust in Your Estate Plan? | Scheduled 03.31.26

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[Post - FEB] Why Include a Trust in Your Estate Plan? | Scheduled 03.31.26

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A Trust can help you avoid probate, reduce or eliminate estate taxes, protect disabled loved ones, shield assets from creditors, and support Medicaid or MassHealth eligibility. It often replaces the need for a will while saving time and expense.

Whether revocable or irrevocable, a well crafted Trust allows you to pass assets privately and maintain full control over how your wealth is used during your life and beyond. 📄

If you want to explore how a Trust can strengthen your estate plan, contact us to schedule a consultation.

📞 781-229-0555

https://guthrolaw.com/trusts

#trust #estateplan #estatelawyer #legaltips

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[Post - DEC] Why Plan Ahead for Long-Term Care? | Scheduled 02.19.26

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[Post - DEC] Why Plan Ahead for Long-Term Care? | Scheduled 02.19.26

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Wondering why long-term care planning is so important for your future? ⚖️

Planning ahead allows you to preserve your assets, prepare for medical needs, and decide where you will receive care if you become incapacitated or face an emergency. Advance planning allows you to start the Medicaid five-year lookback period in an effort to protect your assets from a nursing home.

Without proper guidance, one mistake can trigger loss of eligibility or unnecessary loss of savings. A qualified elder law attorney ensures your plan supports your wellbeing and financial security.

If you want to secure your future with confidence, contact us to schedule a consultation.

📞 781-229-0555

https://guthrolaw.com/long-term-care-planning

#longtermcare #legalcounsel #elderlaw #longtermcareplanning

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[NL Blog Post - DEC] How to Talk to Family About Your Estate Plan Over the Holidays

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[NL Blog Post - DEC] How to Talk to Family About Your Estate Plan Over the Holidays

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The holidays create rare moments when families slow down, reconnect, and have the space for meaningful conversations. It is also one of the best times to gently share your estate planning wishes, helping loved ones understand your choices long before any crisis occurs.

In our latest blog, we walk through how to open the conversation with care, what essentials to cover, and how to reduce confusion or conflict in the future. These discussions may feel delicate, but they offer your family clarity, comfort, and confidence when it matters most. 💬

If you are thinking about updating your plan or simply want to communicate it more clearly, this guide will help you get started. 👇🏼

https://guthrolaw.com/estate-plan-talk-over-the-holidays

#estateplanning #legaltips #holidayseason #estateplan

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GuthroLaw | Burlington, MA Estate Planning & Elder Law Attorney

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How to Talk to Family About Your Estate Plan Over the Holidays - GuthroLaw | Burlington, MA Estate Planning & Elder Law Attorney

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Not sure how to bring up your estate plan? This guide offers tips for discussing your wishes with family during the holidays.

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[Video Post - DEC] Beyond the Funeral: Legal & Financial Steps to Protect Your Future | Scheduled 01.08.26

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[Video Post - DEC] Beyond the Funeral: Legal & Financial Steps to Protect Your Future | Scheduled 01.08.26

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Planning for what happens after a loss is one of the most important steps you can take for your family. In this webinar, Attorney Wendy Guthro explains the key legal and financial actions every family should understand to protect their future.

▶️ Watch the webinar to learn what to do next and how to avoid costly mistakes.

https://www.youtube.com/watch?v=-H5WQPXdMBA

#estateplanning #webinar #estateattorney #legalhelp

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Beyond the funeral- Legal & Financial Steps to Protect Your Future

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[Video Post - FEB] Will vs. Trust: Which One Is Right for You? | Scheduled 04.16.26

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[Video Post - FEB] Will vs. Trust: Which One Is Right for You? | Scheduled 04.16.26

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Not sure whether you need a will, a trust, or both? You are not alone. Each tool offers unique benefits depending on your priorities, family structure, and long term plans. In this video, Attorney Wendy Guthro breaks down the essentials so you can make a confident, informed decision. 🌿📄

Ready to take the next step in your estate planning journey?

📞 781-229-0555

https://guthrolaw.com

#estateplan #trusts #wills #estateattorney #lawyertalk

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Will vs. Trust Which One Is Right for You.mp4

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[Post - NOV 27] Happy Thanksgiving | Scheduled 11.27.25

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[Post - NOV 27] Happy Thanksgiving | Scheduled 11.27.25

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Thanksgiving is a beautiful reminder to slow down and celebrate the simple joys that bring us together. 🍂✨

At Wendy Guthro, Attorney & Counsellor at Law, we are grateful for the trust you place in us and for the chance to support families as they plan for the future with confidence and peace of mind.

Wishing you and your loved ones a warm, joyful, and blessed Thanksgiving. 🦃

https://guthrolaw.com

#thanksgiving #gratitude #thankful #estateplanning #elderlaw

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[Post - JAN] Tiered Distributions: A Smarter Way to Plan for Younger Beneficiaries | Scheduled 04.06.26

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[Post - JAN] Tiered Distributions: A Smarter Way to Plan for Younger Beneficiaries | Scheduled 04.06.26

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How can you make sure younger beneficiaries receive their inheritance at the right time and in the right way?

In this video, Attorney Wendy Guthro explains how tiered distributions can offer protection, structure, and long term stability for the next generation.

If you want to avoid financial overwhelm and set your loved ones up for success, this planning strategy is worth considering.

🎥 Watch now to learn how tiered distributions work and whether they fit into your estate plan.

📞 781-229-0555
https://guthrolaw.com

#estateplanning #trustsandestates #estateplan #legaltips

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Tiered Distributions A Smarter Way to Plan for Younger Beneficiaries.mp4

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[Blog Post - JAN] Do I Need to Update My Will Every Year? | Scheduled 02.13.26

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[Blog Post - JAN] Do I Need to Update My Will Every Year? | Scheduled 02.13.26

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Your will captures a moment in your life, but life keeps changing. Marriage, new grandchildren, a move to another state, or a change in finances can all mean it’s time for an update. 💡

Keeping your will current ensures your wishes are honored and your loved ones are protected.

Read our latest blog to learn when it’s time to review your will and why it matters. 📖

https://guthrolaw.com/will-update

#estateplanning #wills #blog #estateplan

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GuthroLaw | Burlington, MA Estate Planning & Elder Law Attorney

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Do I Need to Update My Will Every Year? - GuthroLaw | Burlington, MA Estate Planning & Elder Law Attorney

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Sibling inheritance disputes are common. Learn what triggers them and how to prevent conflict during Massachusetts estate administration.

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[Post - OCT] Making Estate Planning Simple and Understandable | Scheduled 12.04.25

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[Post - OCT] Making Estate Planning Simple and Understandable | Scheduled 12.04.25

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Estate planning can feel overwhelming, but our goal is to make the process clear, manageable, and tailored to each family’s needs. We are honored to help clients create trusts and plans that reflect their wishes and protect their loved ones. 🫱🏻‍🫲🏼

Contact us today to schedule a consultation and take the first step toward peace of mind.

📞 781-229-0555

https://guthrolaw.com

#clientreview #estateplanninglawfirm #testimonial #estateplanning

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[Post - JAN] Planning Today Protects the People You Love Tomorrow | Scheduled 02.16.26

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[Post - JAN] Planning Today Protects the People You Love Tomorrow | Scheduled 02.16.26

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Estate planning is not just about finances.

It is about providing clarity, reducing stress, and protecting the people you care about most. 🏡💛

Planning today helps guarantee your wishes are carried out and your family avoids unnecessary complications tomorrow.

We guide you through every step of the estate planning process so you can move forward with confidence.

📞 781-229-0555

https://guthrolaw.com

#estateplanning #estateplan #legaltips #massachusettsestate

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[Post - OCT] Understanding Probate and Estate Administration | Scheduled 12.02.25

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[Post - OCT] Understanding Probate and Estate Administration | Scheduled 12.02.25

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How does probate affect the way an estate is managed after someone passes away?

When there is a Will, the court oversees the transfer of assets to beneficiaries. Without one, state law decides which heirs inherit. The process is often time-consuming and can take more than a year to complete. ⏳

The good news is that probate can often be avoided with thoughtful estate planning.

✅ Schedule a consultation to discuss your options.

📞 781-229-0555

https://guthrolaw.com/estate-administration-and-probate

#probatehelp #estateplanningtips #probatelawyer #legalcounsel

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[Post - OCT] Why a Revocable Trust Matters in Estate Planning | Scheduled 11.25.25

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[Post - OCT] Why a Revocable Trust Matters in Estate Planning | Scheduled 11.25.25

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Have you ever wondered why a Revocable Trust is often the foundation of an estate plan? 🏠

It allows you to maintain your privacy and control over your assets, protect your family from unexpected financial challenges, and avoid the time and cost of probate. A trust can also ensure your wishes are honored if you become incapacitated.

We help families create estate plans that protect what matters most.

Contact us today to start planning for peace of mind.

📞 781-229-0555

https://guthrolaw.com/trusts

#estateplan #revocabletrust #estateattorney #estateplanning

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[Video Post - JAN] Estate Planning 101: What You Need to Know to Get Started | Scheduled 02.11.26

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[Video Post - JAN] Estate Planning 101: What You Need to Know to Get Started | Scheduled 02.11.26

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Thinking about estate planning but not sure where to begin? 👩‍⚖️ Attorney Wendy Guthro makes it simple with Estate Planning 101.

In this video, you’ll learn the key steps to protect your loved ones, avoid common mistakes, and feel confident about your next move.

🎥 Start here, and take the stress out of planning for the future.

💬 What’s holding you back from starting your estate plan?

📞 781-229-0555

https://guthrolaw.com

#estateplanningattorney #lawyertalk #legalcounsel #estateplan

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Estate Planning 101. What You Need to Know to Get Started.mp4

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[Video Post - OCT] How to Leave Assets to Young Children Without Complications | Scheduled 11.21.25

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[Video Post - OCT] How to Leave Assets to Young Children Without Complications | Scheduled 11.21.25

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👉🏼 Have you thought about who would manage your children’s inheritance until they’re old enough?

Attorney Wendy Guthro shares how parents can leave assets to young children the right way, without creating future headaches.

Leaving money or property directly to minors can cause delays and complications in the court system. With the right estate planning tools, you can make sure your children are protected and supported when they need it most.

🎥 Watch this video to discover simple strategies that keep things clear and stress-free for your family.

📞 781-229-0555

https://guthrolaw.com

#inheritance #estateplanning #assetsprotection #massachusettsestate

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Thumbnail -How to Leave Assets to Young Children Without Complications.jpg

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[Video Post - OCT] Ways to Distribute Your Assets to Your Heirs | Scheduled 11.18.25

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[Video Post - OCT] Ways to Distribute Your Assets to Your Heirs | Scheduled 11.18.25

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What’s the most important goal you have when it comes to leaving a legacy?

Attorney Wendy Guthro shares practical ways to pass on your assets to the people you care about most.

From wills to trusts and other planning tools, there are many paths to make sure your legacy is protected and your heirs are provided for.

🎥 Watch this video to learn the options available and how to choose what’s right for your family’s future.

📞 781-229-0555

https://guthrolaw.com/estate-planning

#estateplanning #estateattorney #assetsprotection #legaltips

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Ways to Distribute Your Assets to Your Heirs.mp4

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[Video Post - OCT] Understanding Trust Terms: Key Definitions You Should Know | Scheduled 10.14.25

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[Video Post - OCT] Understanding Trust Terms: Key Definitions You Should Know | Scheduled 10.14.25

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Attorney Wendy Guthro breaks down key trust terms in simple, easy-to-understand language.

If you’ve ever felt confused by estate planning jargon, this video will give you the clarity you need to feel confident moving forward.

• Clear definitions
• Practical explanations
• Peace of mind for you and your family

🎥 Watch now to gain a better understanding of how trusts work.

👉🏼 What’s one trust term you’d like explained further? Contact us today.

📞 781-229-0555

https://guthrolaw.com/trusts

#estateplanning #trusts #estatelawyer #lawyertalk

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Understanding Trust Terms Key Definitions You Should Know.mp4

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[Webinar Post - OCT] Beyond the Funeral: Legal and Financial Steps to Protect Your Future | Scheduled 10.08.25

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[Webinar Post - OCT] Beyond the Funeral: Legal and Financial Steps to Protect Your Future | Scheduled 10.08.25

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Join us for the free webinar "Beyond the Funeral: Legal and Financial Steps to Protect Your Future". Losing a loved one is never easy, and the responsibilities that follow can feel overwhelming.

🗓️ Date: Wednesday, October 15, 2025
🕡 Time: 6:30 PM EST
💻 Location: Zoom

Attorney Wendy Guthro will guide you through the key legal and financial steps to protect your family’s future with clarity and confidence.

👉🏻 Register today at the link to save your spot:

https://guthrolaw.com/legal-and-financial-steps-to-protect-future

#probate #freewebinar #probatelaw #estateplanning #estateplan #massachusettslaw

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09.22.25 - Wendy Guthro - Beyond the Funeral Legal and Financial Steps to Protect Your Future (1)

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[Webinar Post - SEPT] Beyond the Funeral: Legal and Financial Steps to Protect Your Future | Scheduled 09.24.25

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[Webinar Post - SEPT] Beyond the Funeral: Legal and Financial Steps to Protect Your Future | Scheduled 09.24.25

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⚖️ Families often ask what to do after a funeral. The free webinar "Beyond the Funeral: Legal and Financial Steps to Protect Your Future" will provide the answers you need.

🗓️ Date: Wednesday, October 15, 2025
🕡 Time: 6:30 PM EST
💻 Location: Zoom

Attorney Wendy Guthro will cover probate, estate administration, financial obligations, and steps to safeguard your wishes and your family’s future.

Do not miss this opportunity for clarity.

👉🏻 Click the link to register now:

https://guthrolaw.com/legal-and-financial-steps-to-protect-future

#freewebinar #probatelaw #estateplanning #familyplanning #massachusettslaw

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09.22.25 - Wendy Guthro - Beyond the Funeral Legal and Financial Steps to Protect Your Future (2)

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[Carousel Post - SEPT] Assets Generally Not Suitable for Inclusion in a Trust | Scheduled 10.01.25

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[Carousel Post - SEPT] Assets Generally Not Suitable for Inclusion in a Trust | Scheduled 10.01.25

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It is a common misconception that every asset should go into a trust. In reality, putting the wrong items in a trust can cause more harm than good.

From tax complications to legal restrictions, some assets simply do not belong there.

👉🏻 Find out what should stay out of your trust and why.

📞 781-229-0555

https://guthrolaw.com/assets-that-should-stay-out-of-a-trust

#estateplanning #trustfunds #assetprotection #legal

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[Reel Post - SEPT] 5 Key Factors to Help You Decide Between a Will or a Trust | Scheduled 10.03.25

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[Reel Post - SEPT] 5 Key Factors to Help You Decide Between a Will or a Trust | Scheduled 10.03.25

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Will or trust? Not sure which estate plan is right for you?

Here’s what to consider:

🏠 Estate size
🔒 Privacy
📅 Control
💵 Cost

📑 Dual-planning

Contact us to find your best fit.

📞 781-229-0555

https://guthrolaw.com/trust-vs-will-which-is-better

#estateplanning #legaltips #assetprotection #financialplanning

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[Post - SEPT] Peace of Mind Through Planning | Scheduled 09.26.25

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[Post - SEPT] Peace of Mind Through Planning | Scheduled 09.26.25

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Estate planning designed for every stage of life.

We help you protect what matters most. Your family, your assets, and your future are all easier to manage with the right plan. 🛡️

Don’t wait for the unexpected. Take control today. 📅 Schedule your consultation now.

📞 781-229-0555

https://guthrolaw.com

#estateplanning #assetprotection #willandtrust #estatelawyer

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[Post - SEPT] Attorney Wendy Turned a Complicated Process Into Clarity | Scheduled 10.06.25

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[Post - SEPT] Attorney Wendy Turned a Complicated Process Into Clarity | Scheduled 10.06.25

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Whether you attend one of our webinars or sit down with us in a personal meeting, we make estate planning easier to understand.

Our team is responsive, approachable, and committed to guiding you throughout the entire process.

📅 Book your consultation today.

📞 781-229-0555

https://guthrolaw.com

#estateplanning #testimonial #legalhelp #clientreview

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[Blog Post - SEPT] Do All Estates Go Through Probate? Here’s What You Need to Know | Scheduled 09.29.25

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[Blog Post - SEPT] Do All Estates Go Through Probate? Here’s What You Need to Know | Scheduled 09.29.25

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Probate can seem confusing, especially if you’ve never dealt with it before. But here’s the truth: not every estate has to go through probate in Massachusetts.

Some assets pass directly to heirs, and small estates may avoid it altogether. 🏡

Read our article to learn which assets go through probate and which don’t.

https://guthrolaw.com/do-all-estates-go-through-probate

#probate #estateplanning #probateprocess #inheritance #assetprotection

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GuthroLaw | Burlington, MA Estate Planning & Elder Law Attorney

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Do All Estates Go Through Probate? - GuthroLaw | Burlington, MA Estate Planning & Elder Law Attorney

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Not every estate requires probate. Learn which assets may avoid the process and how Massachusetts law affects estate administration.

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[NL Blog Post - SEPT]  Why Powers of Attorney Are Vital in Estate Planning | Scheduled 09.23.25

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[NL Blog Post - SEPT]  Why Powers of Attorney Are Vital in Estate Planning | Scheduled 09.23.25

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A Power of Attorney lets you name a trusted person (your agent) to handle financial matters if you can’t act for yourself.

Without one, your family may face a costly, time-consuming court process just to pay bills or manage your accounts.

https://guthrolaw.com/estate-planning

#estateplanning #powerofattorney #blog #estateplan

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[Video Post - SEPT] Benefits of a Trust Webinar Pt. 5 | Scheduled 10.09.25

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[Video Post - SEPT] Benefits of a Trust Webinar Pt. 5 | Scheduled 10.09.25

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Special needs planning is complex, but the right trust can make all the difference.

Attorney Wendy Guthro explains how an irrevocable trust can preserve assets, secure Medicaid benefits, and keep your family’s goals intact.

👉🏻 Watch part 3 of our series 'Benefits of a Trust' to understand how trusts provide long-term protection.

https://guthrolaw.com

#lawyertalk #medicaid #estateplanning #specialneedsplanning #legalhelp

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[Video Post - SEPT] Benefits of a Trust Webinar Pt. 4 | Scheduled 09.19.25

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[Video Post - SEPT] Benefits of a Trust Webinar Pt. 4 | Scheduled 09.19.25

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Did you know a trust can help avoid probate delays and make sure fast access to funds for your loved ones?

In this part of the webinar, we break down how trusts offer both protection and peace of mind.

🎥 Watch now to learn how a trust might fit your estate plan.

https://guthrolaw.com

#estateplanning #trusts #wills #trustfund #estateplan

#probate

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[Post - AUG]  Take Control: Design Your Long-Term Care Plan | Scheduled 8/25/2025

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[Post - AUG]  Take Control: Design Your Long-Term Care Plan | Scheduled 8/25/2025

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Thinking about long-term care? You might want to pay privately, rely on government benefits, or combine both options for the best fit.

We’ll help you build a personalized plan that works for your unique situation. Plus, we guide you through creating a spend-down strategy so you can qualify for public benefits without losing your assets.

Contact us today.

📞 781-229-0555

https://guthrolaw.com/long-term-care-planning

#estateplanning #longtermcare #legalhelp

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[Carousel Post - AUG] 5 Key Reasons to Avoid Probate in Massachusetts  | Scheduled 8/27/2025

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[Carousel Post - AUG] 5 Key Reasons to Avoid Probate in Massachusetts  | Scheduled 8/27/2025

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Probate might sound like just another legal step but in Massachusetts, it can drag on for months (or years), cost thousands, and cause real stress for families. ⚖️

From delays to disputes, here are five reasons to avoid probate and how smart planning can ease the burden for your loved ones.

📞 781-229-0555

https://guthrolaw.com/avoiding-probate

#estateplanning #massachusettslaw #probatelawyer #legaltips

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[Blog Post - AUG] Common Estate Planning Mistakes That Could Jeopardize Your Assets in Massachusetts | Scheduled 09.17.25

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[Blog Post - AUG] Common Estate Planning Mistakes That Could Jeopardize Your Assets in Massachusetts | Scheduled 09.17.25

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Without a clear estate plan, even well-managed assets can create stress for your loved ones.

Our latest blog explains how to avoid common mistakes, follow Florida’s specific rules, and create a plan that protects your future. ⬇️

https://guthrolaw.com/estate-planning-mistakes

#estateplanning #massachusettslaw #assetprotection #blog

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GuthroLaw | Burlington, MA Estate Planning & Elder Law Attorney

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Common Estate Planning Mistakes - GuthroLaw | Burlington, MA Estate Planning & Elder Law Attorney

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Avoid costly errors in your estate plan. Learn the most common mistakes Massachusetts residents make and how to protect your assets.

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[Post - AUG]  August is National Make-A-Will Month | Scheduled 8/20/2025

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[Post - AUG]  August is National Make-A-Will Month | Scheduled 8/20/2025

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August is Make-A-Will Month, a simple reminder to take care of something truly important: your future and the people you love. 👨‍👩‍👧‍👦

We're here to help you feel confident and prepared.

📅 Schedule your consultation.

📞 781-229-0555

https://guthrolaw.com/contact-us

#estateplanning #makeawillmonth #estateplan #willlawyer

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[Video Post - AUG] Benefits of a Trust Webinar Pt. 3 | Scheduled 9/1/2025

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[Video Post - AUG] Benefits of a Trust Webinar Pt. 3 | Scheduled 9/1/2025

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Revocable or Irrevocable: Which Trust Fits Your Needs?

Attorney Wendy Guthro breaks down:
✔️ Why revocable trusts offer flexibility
🔒 How irrevocable trusts provide asset protection and permanence

📺 Gain clarity, avoid confusion, and plan with confidence.

https://guthrolaw.com

#estateplanning #revocabletrust #irrevocabletrust #trusts

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[Video Post - AUG] Benefits of a Trust Webinar Pt. 2 | Scheduled 8/18/2025

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[Video Post - AUG] Benefits of a Trust Webinar Pt. 2 | Scheduled 8/18/2025

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Want to avoid probate?

In Part 2 of our series on trusts, attorney Wendy Guthro explains how this legal tool can help your loved ones steer clear of costly court delays.

🎥 Watch now to learn how a trust can protect your family’s time, money, and peace of mind.

https://guthrolaw.com

#estateplanning #probate #lawyertalk #trustattorney

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[Post - JULY] Did You Know? | Scheduled 7/23/2025

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[Post - JULY] Did You Know? | Scheduled 7/23/2025

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Yes! In many cases, the same individual can serve in both roles. And it might even be a smart move.

This can mean:
✅ Faster decisions
✅ Lower legal fees
✅ Clearer estate management

But beware! ⚠️ If they’re also a beneficiary, it could raise conflict-of-interest concerns.

📞 781-229-0555

https://guthrolaw.com/can-executor-be-the-same-as-trustee

#estateplanning #executor #trustee #legaltips

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[Post - JULY] Legal Tip | Scheduled 8/4/2025

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[Post - JULY] Legal Tip | Scheduled 8/4/2025

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Once set up, you give up control but in return, you gain powerful tools for estate tax reduction, special needs planning, and long-term care strategies.

A smart move for future-focused families. 👨‍👩‍👧‍👦

📞 781-229-0555

https://guthrolaw.com/trusts

#assetprotection #irrevocabletrust #medicaidplanning #estateplanning #legaltips

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[Post - JULY] Avoid Probate with Smart Estate Planning  | Scheduled 7/16/2025

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[Post - JULY] Avoid Probate with Smart Estate Planning  | Scheduled 7/16/2025

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Probate can be a lengthy, costly, and public process to transfer a deceased person’s assets. Simply having a Will isn’t enough to avoid it.

Our team helps you plan ahead with strategies that:

✅ Bypass probate altogether
✅ Transfer assets efficiently and privately
✅ Protect your assets from creditor claims

Don’t let probate slow down your loved ones, get proactive and secure your estate today.

Contact us to learn how we can help you protect what matters most.

📞 781-229-0555

https://guthrolaw.com/probate-avoidance

#estateplanning #probate #estateplan #massachusettslaw

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06.20.25  Wendy Guthro, Attorney & Counsellor At Law - Avoid Probate with Smart Estate Planning 

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[Testimonial Post - JULY] Trusted Support for Estate Planning | Scheduled 7/28/2025

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[Testimonial Post - JULY] Trusted Support for Estate Planning | Scheduled 7/28/2025

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At our firm, we pride ourselves on being approachable, communicative, and genuinely helpful. We’re dedicated to guiding seniors through important decisions about trusts, wills, and estate planning with deep knowledge and care. 📝👵👴

If you’re looking for trusted guidance on estate planning, we’re here to support you.

📞 781-229-0555

https://guthrolaw.com

#estateplanning #elderlaw #testimonial #legalhelp #willandtrust

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06.20.25 - Wendy Guthro, Attorney & Counsellor At Law - Trusted Support for Estate Planning

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[Post - JULY] 4th of July | Scheduled 7/4/2025

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[Post - JULY] 4th of July | Scheduled 7/4/2025

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Wishing everyone a safe and joyful Independence Day filled with celebration and gratitude. 🎆

https://guthrolaw.com

#4thofjuly #independenceday #USA

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06.20.25 - Wendy Guthro - Independence Day (2)

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[Video Post - JULY] Benefits of a Trust Webinar Pt. 1 | Scheduled 7/21/2025

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[Video Post - JULY] Benefits of a Trust Webinar Pt. 1 | Scheduled 7/21/2025

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In this first part of our Benefits of a Trust webinar series, Attorney Wendy Guthro breaks down the basics of wills and trusts: what they are, how they work, and why it’s important to know the difference. ⚖️

Whether you're planning your estate or just curious about protecting your legacy, this video is the perfect starting point.

👉🏻 Watch now.

https://guthrolaw.com

#estateplanning #trusts #wills #trustfund #estateplan

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[Blog Post - JULY] How Often Should You Review Your Estate Plan? | Scheduled 7/30/2025

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[Blog Post - JULY] How Often Should You Review Your Estate Plan? | Scheduled 7/30/2025

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Wondering if your estate plan from a few years ago still fits your life today?

As life evolves, so do your priorities. Reviewing your estate plan regularly helps prevent confusion.

In this article, we’ll explore:
📅 Recommended review timelines
⚠️ Major life events that call for immediate updates
📍 Key considerations for Massachusetts residents

Stay informed and keep your plan aligned with your life.

https://guthrolaw.com/review-your-estate-plan

#estateplanning #massachusettslaw #estateplanninglawyer #assetsprotection

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GuthroLaw | Burlington, MA Estate Planning & Elder Law Attorney

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How Often Should You Review Your Estate Plan? - GuthroLaw | Burlington, MA Estate Planning & Elder Law Attorney

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Life changes—so should your estate plan. Learn when and why to review your documents to keep your wishes current under Massachusetts law.

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[Blog Post - JULY] Estate Planning vs. Administration: How They Work Together | Scheduled 7/14/2025

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[Blog Post - JULY] Estate Planning vs. Administration: How They Work Together | Scheduled 7/14/2025

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What happens to your assets when you're gone? It’s not easy to think about, but having a plan brings peace of mind.

🏡 Estate planning and administration help protect what matters most and make sure your wishes are followed.

Let’s break it down together so you know exactly where to start. 👇🏻

https://guthrolaw.com/estate-planning-vs-estate-administration

#estateplanning #assetprotection #legalhelp #willandtrust

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GuthroLaw | Burlington, MA Estate Planning & Elder Law Attorney

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Have you considered what happens to your assets after you pass? While it's tough to think about, having a plan before that time comes ensures peace of mind. Estate planning and administration work together to protect your assets and honor your wishes.

Wendy Guthro, Attorney & Counsellor at Law, is here to guide you on key documents, decision-making, and why early preparation matters. We take the time to understand your needs and create a plan that reflects your vision while protecting what you've built. Let's explore estate planning and administration so you have a clear path forward.

Estate Planning: Preparing for the Future

Estate planning is the process of organizing and arranging your affairs to protect your assets if you pass away or can no longer handle matters yourself. This is where you formally specify who inherits your property, who cares for your minor children, and who makes healthcare decisions if needed. By completing this step early, you reduce confusion for your family and layout instructions that reflect your values.

Key Components of an Estate Plan

Several core documents work together to form a comprehensive plan. A will is often the starting point. This document spells out how your assets should be divided and allows you to name guardians for minor children. A will also designates an executor who carries out your directives once you pass.

Trusts are another powerful tool. Moving assets into a trust can reduce probate hassles, lower certain taxes, and keep sensitive details private. A trustee manages the trust responsibly for the benefit of your named beneficiaries, following the rules you set.

People also complete powers of attorney, which appoints someone to oversee their finances or healthcare if they lose the ability to do so on their own. Meanwhile, healthcare directives, also called living wills, let you share preferences about your medical treatment when you are too ill to speak for yourself.

The Importance of Early Planning

Although many people think that estate planning is just for those in retirement, anyone over 18 benefits from some form of preparation. Events can occur at any stage of life, and your loved ones will be relieved to know your wishes if something unexpected happens.

Once you evaluate your finances and goals, you can shift property into trusts designed to protect what you have. Thinking ahead also helps reduce future fees and legal obstacles since your plan fosters clarity and direction for your relatives.

All in all, estate planning means your voice is heard, no matter the situation. It gives your family less guesswork and smoother decisions right when they need it most.

Estate Administration: Carrying Out the Plan

While estate planning covers the instructions, estate administration deals with putting those instructions into action when you pass away. Administration involves local court rules, paying off any debts, and delivering property to your loved ones in line with the plan you created. This process hinges on clear documentation and the role of an appointed representative who oversees each step.

If you have a valid will, the court typically examines that document, confirms the executor, and monitors the distribution of assets. When there is no will, state law determines who inherits what, which can create added complexity.

Key Steps in Estate Administration

The personal representative (also called an executor) manages the accounting side of the estate. This person notifies beneficiaries, locates their property, pays creditors, and then submits records to the court. The probate court confirms that all legitimate bills and taxes are resolved. After that, the remaining belongings are handed over to the heirs according to your will.

The probate process itself starts with submitting relevant paperwork to the court. The will must be verified, and official notices go out to ensure any creditors can present valid claims. Once those claims are handled, the administrator divides what is left among your beneficiaries.

If there is no will, Massachusetts intestacy laws decide the order of inheritance. Typically, spouses and children inherit first. Without a spouse or child, other relatives may receive the assets.

Trust Administration

When you have a trust-based plan, the trustee manages assets outside of court supervision. This is often more efficient compared to probate. After filing proper documentation, the trustee examines the trust, pays debts from trust funds when relevant, and delivers what remains to the beneficiaries as stated in the trust agreement.

The trustee must act carefully and serve in a position of loyalty to all beneficiaries. If a trustee fails this standard, beneficiaries can seek legal action to remedy any harm done.

How Estate Planning and Administration Work Together

These two phases - planning ahead and carrying out the instructions - are two sides of the same coin. A robust estate plan creates clarity for those responsible for the estate. Likewise, a detailed and well-considered plan makes the administration process easier by removing ambiguity.

Your plan might provide guidance that tries to limit estate taxes, care for loved ones with special needs, or address complicated family situations. Because you have specific legal documents, the personal representative or trustee can reference them if any conflicts arise. This thoughtfulness saves time, keeps disagreements to a minimum, and preserves harmony when people are dealing with loss.

Common Pitfalls and How to Avoid Them

In the rush of life, it can be easy to overlook potential trouble spots. Below are some typical areas where families run into stumbling blocks. By anticipating these, you can avoid confusion and pave the way for a simpler process later on.

Lack of Transparency and Communication

When relatives and friends are left in the dark, misunderstandings often crop up. Sharing the general details of your plan - or writing a letter to explain your intentions - can reduce disputes later. This helps your family understand your reasoning without feeling caught off guard by unexpected directives.

You might also include a short note to clarify why the trust is set up in a certain way. Such a document can protect your executor or trustee from potential tensions that come from guesswork.

Outdated Estate Plans

If you fail to review and update your estate documents after life changes, your plan may no longer reflect reality. Hit major milestones? Children now adults? Changes in marital status or property? A quick check ensures your choices match your situation today.

Frequent updates do not hurt, especially if tax laws shift or you sell off an asset. A timely revision helps your loved ones avoid confusion and preserves your actual wishes.

Improper Coordination of Assets

Sometimes, accounts list a beneficiary who conflicts with your will, or a trust is created, but assets never get added to it. This can defeat the purpose of your planning. Make sure every account is titled correctly and beneficiary designations match the directions in your will or trust.

A good practice is to sit down with your attorney or financial advisor, gather account statements, and confirm the ownership or beneficiary details. That way, all documents will point in the same direction, and you will avoid unplanned outcomes.

Selecting the Right Trustee

Choosing your trustee or executor is a big decision. This individual needs to be detail-oriented, fair, and willing to follow your instructions carefully. People often pick a close friend or relative, but a professional fiduciary or corporate trustee can be an option as well.

There are advantages to both. A loved one may know your family dynamics, while a corporate trustee offers professional oversight. Look for a person or institution you trust to carry out your instructions faithfully.

Quick Comparison: Estate Planning vs. Administration

Purpose

Create documents that detail how assets are handled

Implement those documents once the individual passes

Timing

Happens during life

Occurs after death

Key Legal Tools

Will, trusts, powers of attorney, living wills

Probate process, interpretation of trust terms, debt settlement

Main Figures

Attorney, individual creating plan, advisors

Executor (or trustee) and probate court

Ensure Your Legacy: Contact Wendy Guthro, Attorney & Counsellor at Law

Our firm strives to support you at every stage, from crafting the plan itself to the final distribution of assets. Call 781-412-1988, reach out through our Contact Us page to schedule a consultation, or send an email to office@GuthroLaw.com. Taking these steps now guides your loved ones when they need clarity. We welcome your questions and look forward to creating a plan that truly fits your circumstances and offers reassurance for the future.

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Estate Planning vs. Administration: How They Work Together - GuthroLaw | Burlington, MA Estate Planning & Elder Law Attorney

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Estate planning sets the path-administration carries it out. Learn how these two legal processes work hand-in-hand for smoother outcomes.

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[Video Post - AUG] Benefits of a Trust Webinar Pt.1 **CANCELED**

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[Video Post - AUG] Benefits of a Trust Webinar Pt.1 **CANCELED**

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In this eye-opening webinar, attorney Wendy Guthro explores the powerful benefits of creating a trust as part of your estate plan.

Here you will find:

✅ How trusts can help you avoid probate and keep your estate private

✅ The top benefits of using a trust to protect your assets and legacy

🎥 Watch now to understand how trusts can simplify estate planning and shield what matters most.

https://www.youtube.com/watch?v=iAOzN0G-Xvw

#trusts #estateplanning #lawyertalk #massachusettslaw #wills #probate

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[Post - AUG] Webinar: "Are You or a Loved One Losing Their Memory?" | Scheduled 8/13/2025

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[Post - AUG] Webinar: "Are You or a Loved One Losing Their Memory?" | Scheduled 8/13/2025

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If memory loss is affecting your family, there are steps you can take to feel more confident and prepared. 💙

Join us on Wednesday, August 20, 2025, at 6:30 PM ET for an invaluable legal-based webinar exploring the intersection of memory loss and legal preparedness.

You’ll learn how to get your essential documents in order to ensure peace of mind for you and your loved ones.

🗓️ Wednesday, August 20th

🕡 6:30 PM ET

💻 Zoom

👉 Register Now:

https://guthrolaw.com/protecting-loved-ones-essential-legal-documents-for-memory-loss

#memoryloss #caregiving #elderlaw #powerofattorney #healthcare #webinar

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_06.05.25 - Wendy Guthro - Free Webinar (1)

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[Post - AUG] Webinar: "Are You or a Loved One Losing Their Memory?" | Scheduled 8/6/2025

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[Post - AUG] Webinar: "Are You or a Loved One Losing Their Memory?" | Scheduled 8/6/2025

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Are you noticing memory loss in yourself or someone close to you?

Join us on Wednesday, August 20, 2025, at 6:30 PM ET for an invaluable legal-based webinar exploring the intersection of memory loss and legal preparedness.

You’ll learn how to get your essential documents in order to ensure peace of mind for you and your loved ones.

🗓️ Wednesday, August 20th

🕡 6:30 PM ET

💻 Zoom

👉 Save your spot, register here:

https://guthrolaw.com/protecting-loved-ones-essential-legal-documents-for-memory-loss

#memoryloss #caregiving #elderlaw #legaltips #healthcareproxy #webinar

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06.05.25 - Wendy Guthro - Free Webinar (2)

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[Post - JUNE] Plan Today to Protect Tomorrow | Scheduled 7/2/2025 

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[Post - JUNE] Plan Today to Protect Tomorrow | Scheduled 7/2/2025 

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No one wants to imagine a health crisis but planning ahead can make all the difference.

We guide families through long-term care and MassHealth (Medicaid) planning, helping you:

✔️ Protect your home and savings
✔️ Understand your legal options
✔️ Make confident choices for your care

Let’s talk about what’s best for you and your loved ones.

https://guthrolaw.com/long-term-care-planning

#medicaidhelp #longtermcare #medicaid #estateplanning #elderlaw

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06.02.25 - Wendy Guthro - Plan Today to Protect Tomorrow  (1)

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[Carousel Post - JUNE] 7 Assets to Exclude from a Massachusetts Revocable Trust **CANCELED**

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[Carousel Post - JUNE] 7 Assets to Exclude from a Massachusetts Revocable Trust **CANCELED**

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Not everything belongs in your revocable trust (Especially in Massachusetts)

Before you fund your trust, know what not to include:

• Retirement accounts
• Vehicles
• Checking accounts
• Health savings accounts
• Uniform Transfers to Minors Act / Uniform Gifts to Minors Act accounts
• Social Security benefits
• Life insurance policies (in some cases)

Some assets can trigger taxes, penalties, or just unnecessary complications.

Let us guide you, schedule your consultation. 💼

📞 781-229-0555

https://guthrolaw.com/assets-should-not-placed-revocable-trust

#estateplanning #revocabletrust #massachusettslaw #trusts #estatelawyer

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06.02.25 - Wendy Guthro -  7 Assets to Exclude

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[Testimonial Post - JUNE] Simple, Clear, and Stress-Free | Scheduled 6/25/2025

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[Testimonial Post - JUNE] Simple, Clear, and Stress-Free | Scheduled 6/25/2025

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We're thankful for our clients feedback.

We make estate planning easy, clear, and stress-free, providing all the info you need to get it right.

Thank you for trusting us. 🤝🏻

📞 781-229-0555

https://guthrolaw.com

#estateplanning #estateplanningattorney #satisfiedclient #review

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05.30.25 - Wendy Guthro, Attorney & Counsellor At Law - Simple, Clear, and Stress-Free

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[Blog Post - JUNE] Types of Trusts Available in Massachusetts and How They Work | Scheduled 7/7/2025

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[Blog Post - JUNE] Types of Trusts Available in Massachusetts and How They Work | Scheduled 7/7/2025

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Thinking about how to protect your home, savings, or other assets can feel overwhelming, but the right trust can offer long-term security.🔐

In this article, we’ll explore the types of trusts available in Massachusetts, how they work, and how to choose the one that best fits your goals. ⬇️

https://guthrolaw.com/types-of-trusts-massachusetts

#estateplanning #trusts #massachusettslaw #estateplan #blog

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GuthroLaw | Burlington, MA Estate Planning & Elder Law Attorney

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Types of Trusts Available in Massachusetts and How They Work - GuthroLaw | Burlington, MA Estate Planning & Elder Law Attorney

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Learn about the different types of trusts in Massachusetts—revocable, irrevocable, and more—and how they can protect your estate.

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[NL Blog Post - JUNE] What to Do If a Loved One Passes Without a Will | Scheduled 6/23/2025

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[NL Blog Post - JUNE] What to Do If a Loved One Passes Without a Will | Scheduled 6/23/2025

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When someone dies without a Will, their estate is handled under intestacy laws, meaning the law decides who inherits, not them.

Some assets, like life insurance, retirement accounts, joint property, and trusts, usually skip probate and aren’t affected.

👉🏻 Read our blog to learn how to protect your loved ones and your legacy.

🔗 https://mailchi.mp/guthrolaw/what-to-do-if-a-loved-one-passes-without-a-will

#estateplanning #intestacy #probate #wills #trusts #blog

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06.19.25 - Wendy Guthro - What to Do If a Loved One Passes Without a Will

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[Video Post - JUNE] Trust Talk: Revocable vs. Irrevocable – What’s the Difference? | Scheduled 6/30/2025

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[Video Post - JUNE] Trust Talk: Revocable vs. Irrevocable – What’s the Difference? | Scheduled 6/30/2025

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When it comes to trust planning, it's important to understand the key differences between revocable and irrevocable trusts.

🔄 Revocable Trust: You can change, amend, or revoke it anytime. It's a great choice for estate planning and avoiding probate. 🏠

🚫 Irrevocable Trust: Once it's set, you can't change it. It provides more protection but offers less flexibility. 🛡️

Want to know which one is right for you? Watch our video.

📞 781-229-0555

https://guthrolaw.com/trusts

#trustplanning #estateplanning #revocabletrust #irrevocabletrust #lawyertalk

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Trust Talk_ Revocable vs. Irrevocable – What’s the Difference (1)

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[Post - MAY] Webinar: Benefits of a Trust | Scheduled 5/28/2025

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[Post - MAY] Webinar: Benefits of a Trust | Scheduled 5/28/2025

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Wondering how a trust could work for you? 🤔

Join us in our next webinar: Benefits of a Trust, hosted by attorney Wendy Guthro. Learn how to protect your legacy with ease. 🏠💰

📅 Date: Tuesday, June 3rd

⏰ Time: 6:30 PM EST

👩‍🏫 Speaker: Wendy Guthro

🌐 Location: Online via Zoom

What you will learn:

How a Trust differs from a Will.

Difference between Revocable & Irrevocable Trusts.

Common Trust uses.

How to decide if a trust is right for your specific needs and goals.

🔗 Register here:

https://guthrolaw.com/webinar-benefits-of-a-trust

#trusts #estateplanning #estateplan #webinar #freewebinar #trustlawyer

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04.07.25 - Wendy Guthro Attorney & Counsellor At Law - Webinar Benefits of a Trust

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[Post - MAY] Revocable vs. Irrevocable Trusts: What’s Best for You? | Scheduled 6/5/2025

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[Post - MAY] Revocable vs. Irrevocable Trusts: What’s Best for You? | Scheduled 6/5/2025

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Not all trusts are created equal.

A revocable trust allows you to make changes anytime, giving you flexibility, while an irrevocable trust locks in your decisions for stronger asset protection and tax benefits. 💡

Choosing the right one depends on your goals, whether it's for avoiding probate, protecting assets, or minimizing taxes.

Let’s explore which trust suits your needs best. 💬💼🔑

📞 781-229-0555

https://guthrolaw.com/trusts

#revocabletrust #irrevocabletrust #estateplanning #assetprotection #trusts

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04.08.25 - Wendy Guthro, Attorney & Counsellor At Law - Revocable vs. Irrevocable Trusts 

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[Post - MAY] Webinar: Benefits of a Trust | Scheduled 5/21/2025

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[Post - MAY] Webinar: Benefits of a Trust | Scheduled 5/21/2025

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Worried about securing your family's future? 💼

Don’t miss our free webinar; Benefits of a Trust, where attorney Wendy Guthro will explain how a trust can safeguard what matters most.

📅 Date: Tuesday, June 3rd

⏰ Time: 6:30 PM EST

👩‍🏫 Speaker: Wendy Guthro

🌐 Location: Online via Zoom

What you will learn:

How a Trust differs from a Will.

Difference between Revocable & Irrevocable Trusts.

Common Trust uses.

How to decide if a trust is right for your specific needs and goals.

🔗 Register here:

https://guthrolaw.com/webinar-benefits-of-a-trust

#trusts #estateplanning #legalcounsel #webinar #freewebinar

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04.07.25 - Wendy Guthro Attorney & Counsellor At Law - Webinar Benefits of a Trust (1)

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[Post - MAY] What Our Clients Say About Us | Scheduled 6/2/2025

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[Post - MAY] What Our Clients Say About Us | Scheduled 6/2/2025

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We’re so grateful for our amazing clients.

It's our mission to make your legal journey as easy and clear as possible. From answering your questions promptly to providing patient, thorough guidance during the legal process. 💼

Thank you for choosing us to be by your side.

📞 781-229-0555

https://guthrolaw.com

#estateplanning #estateplanningattorney #lawfirm #clientreview

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04.07.25 - Wendy Guthro, Attorney & Counsellor At Law - Testimonial

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[Blog Post - MAY] 10 Important Questions to Ask a Medicaid Attorney | Scheduled 6/12/2025

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[Blog Post - MAY] 10 Important Questions to Ask a Medicaid Attorney | Scheduled 6/12/2025

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Are you sorting through the rules around Medicaid coverage for long-term care? 🤔 Many of us find this system challenging, especially when factoring in high healthcare costs and the desire to safeguard family assets.

Let’s look at helpful questions you may raise when seeking a Medicaid attorney in our state.

https://guthrolaw.com/questions-to-ask-a-medicaid-attorney

#medicaid #eldercare #longtermcare #massachusetts #elderlaw #estateplanning #blog

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GuthroLaw | Burlington, MA Estate Planning & Elder Law Attorney

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Are you sorting through the rules around Medicaid coverage for long-term care? Many of us find this system challenging, especially when factoring in high healthcare costs and the desire to safeguard family assets.

At Wendy Guthro, Attorney & Counselor at Law, we assist people in Massachusetts who want to protect loved ones and prepare for elder care. Let's look at helpful questions you may raise when seeking a Medicaid attorney in our state.

Why is it Important to Consult with an Attorney About Medicaid?

Staying on top of Medicaid's changing laws can be tricky. Guidelines vary, and missteps can lead to a denial of coverage. Working with a lawyer who follows legislative updates can spare you costly mistakes, whether you're dealing with home care or nursing home coverage.

In many cases, a legal professional can help structure and preserve assets while planning for upcoming health expenses. By reviewing financial details early, you may reduce out-of-pocket costs and secure suitable care options.

We also recognize that long-term care in Massachusetts is expensive. Medicaid can lighten that financial load, but eligibility involves meeting strict guidelines. That is precisely why an attorney can guide you in creating a plan that balances care with asset protection.

Below, we go over questions to ask before you hire a lawyer. These points can give you an idea of how your potential attorney handles Medicaid legislation, prepares your file, and protects you in unexpected situations.

Key Questions to Ask a Medicaid Attorney

People sometimes skip crucial inquiries when they're selecting a legal advisor. Yet, asking targeted questions can help you find a professional whose approach fits your family's goals and resources. Let's outline several key areas.

1. What Areas of Law Do You Focus On?

It's wise to check that the attorney devotes much of their energy to elder law and Medicaid planning. An individual who handles criminal law or personal injury most of the time may not be as immersed in the fine details of Medicaid requirements. You may want to ask how many cases related to Medicaid or elder planning they handle on a routine basis.

A follow-up question might explore whether their broader focus is on matters like estate administration, wills, or asset protection. That kind of background can be helpful if your needs involve multiple aspects of elder care and estate work.

2. Are You Up to Date on Massachusetts Medicaid Laws and Regulations?

State policies are frequently updated, so staying current is vital. You might want to ask how the attorney keeps abreast of developments-perhaps they attend workshops or maintain memberships in elder law groups. This can mean they have recent knowledge when preparing applications.

You can also confirm if they participate in conferences or attend courses focused on elder law. Keeping pace with local changes can make the difference between a successful application and a frustrating rejection.

3. What Strategies Can You Use to Help Me Qualify for Medicaid While Protecting Assets?

Ask the attorney for an overview of possible legal approaches used to handle your property. They might set up irrevocable trusts, recommend gifting schedules, or consider other tools that fit your circumstances. These methods often require thoughtful timing, and you'll want a lawyer who can propose solutions tailored to your goals.

You may also discuss the look-back period, set at five years for institutional Medicaid in Massachusetts. This can affect transfers of funds or property, so ask about the penalties involved and how to plan properly.

4. Do You Assist with the Medicaid Application Process?

Completing a Medicaid application can be time-consuming and detailed. Some attorneys offer comprehensive preparation services, gathering needed financial records and verifying that your forms are accurate. Others might refer you to a third-party service.

Also, ask if they represent people in fair hearings or help with appeals if the application is denied. Knowing in advance who will step in if you need an appeal can be a relief.

5. How Do You Handle Emergency Situations?

A sudden event like a stroke or unexpected medical stay can turn plans upside down. An office structured with multiple attorneys and trained support staff may be more responsive when urgent Medicaid advice is needed.

If the primary attorney is away or occupied, find out whether partners or paralegals are ready to help. Being proactive can bring peace of mind if you ever face a last-minute legal hurdle.

6. What Precautions Do You Take to Protect My Personal Information?

Confidentiality and data security are major concerns. Many lawyers maintain a Written Information Security Plan ( WISP), lock down digital files with strong passwords, and store paper documents securely. Ask about these details to be sure your financial and medical data is safe.

It may also be prudent to find out if the office retains a Cyber Security Insurance policy. While no system is perfect, it's helpful to see that they have protocols to minimize breaches or mishandling of files.

That extra layer of IT safeguards can keep you more confident about sharing sensitive details. Attorneys with a plan for data security typically build trust through thoughtful office procedures.

7. What is Your Approach to Client Communication and Collaboration?

Open, straightforward communication makes legal work more pleasant. Some attorneys give you cell phone access or check emails frequently. Others might direct inquiries to a staff member first.

It's also helpful to know whether you'll mostly speak to one lawyer throughout or if you'll be assigned to a team member. Defining that early can help keep phone calls and emails streamlined.

8. How Do You Structure Your Fees?

Legal fees vary. Some attorneys bill hourly, while others may offer flat fees for certain services, such as a Medicaid application. Request a general fee range or a cost outline for typical tasks.

A clear billing structure can help you plan. While finances shouldn't be your only factor in choosing a long-term care planning attorney, it's best to know how they charge so you can budget properly.

9. What Happens to My File If You Retire or Become Unable to Practice?

A robust backup plan ensures that if your lawyer can't continue, your case won't stall. Ask if there is a system in place for transferring files or if a colleague can step in. This is especially important in long-running matters, like a trust set up years in advance of Medicaid planning.

A thoughtful succession plan can offer you confidence that your paperwork and any needed representation will remain a priority, regardless of unforeseen events.

10. Can You Provide References or Testimonials?

Reviewing online feedback can guide you, but direct references or links to testimonials can also be helpful. Inquiring about previous results might give insight into how the lawyer interacts with clients and solves everyday problems.

You might consult sites like Google or Avvo for public reviews. Some lawyers also display testimonials on their websites to share past clients' observations about their experiences.

Take the Next Step: Contact Wendy Guthro, Attorney & Counselor at Law

We focus on helping people in Massachusetts with Medicaid guidance, elder law, and estate planning. If you have questions or want to start building a plan, call today at 781-412-1988 or visit our Contact Us page to schedule a consultation. Our firm is ready to talk about possible approaches to your long-term care and provide peace of mind for you and your loved ones.

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10 Important Questions to Ask a Medicaid Attorney - GuthroLaw | Burlington, MA Estate Planning & Elder Law Attorney

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Preparing for long-term care? Discover 10 key questions to ask a Medicaid attorney before making important decisions in Massachusetts.

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[Video Post - MAY] Probate = Stress, Delays & Costs – Avoid It! | Scheduled 6/9/2025

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[Video Post - MAY] Probate = Stress, Delays & Costs – Avoid It! | Scheduled 6/9/2025

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Have you ever heard someone say that probate is fun? Of course not. It's long, expensive, and a public process that drags on and on. ⏳💸

Probate involves using the court system to retitle assets into a new owner’s name, which can cost you both time and money.

💡 Want to avoid the hassle? Keep your sanity and your hard-earned cash. 💰 Do what you can to keep probate out of the picture.

📞 781-229-0555

https://guthrolaw.com/probate-avoidance

#avoidprobate #estateplanning #keepyourassets #estateplan #probate

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Probate Stress, Delays & Costs – Avoid It!

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[Video Post - JUNE] Power of Attorney: Don’t Just Sign It—File It! | Shceduled 6/19/2025

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[Video Post - JUNE] Power of Attorney: Don’t Just Sign It—File It! | Shceduled 6/19/2025

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In this video, attorney Wendy Guthro explains why you need to file your Durable Power of Attorney immediately after signing. 📝✅

👉🏻 Watch the video now to learn more.

📞 781-229-0555

guthrolaw.com/do-you-need-lawyer-to-get-power-of-attorney

#powerofattorney #estateplanning #legalhelp #massachusettslaw

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Power of Attorney_ Don’t Just Sign It—File It! (2)

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[Video Post - JUNE] How to Keep Your Assets Out of Probate in Massachusetts & New Hampshire  | Scheduled 7/9/2025

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[Video Post - JUNE] How to Keep Your Assets Out of Probate in Massachusetts & New Hampshire  | Scheduled 7/9/2025

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Want to keep your assets out of probate in Massachusetts & New Hampshire?

Here are a few ways to avoid probate:
1️⃣ Give it away while you're alive
2️⃣ Jointly title an asset with someone else
3️⃣ Name a beneficiary on assets
4️⃣ Create a trust – fund it with your assets and let the trustee distribute them after you're gone. 💼

Watch our video to learn how to protect your assets today: 🎥

📞 781-229-0555

https://guthrolaw.com/probate-avoidance

#estateplanning #legaltips #trusts #lawyertalk #estatelawyer #probate

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How to Keep Your Assets Out of Probate in Massachusetts & New Hampshire

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[Post - APRIL] What Our Clients Say About Us | Scheduled 4/17/2025

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[Post - APRIL] What Our Clients Say About Us | Scheduled 4/17/2025

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We’re truly grateful for the trust our client placed in us while we helped settle their estate. 💼

We believe in offering not just legal help, but a kind and caring approach to our clients.✨

📞 781-229-0555

https://guthrolaw.com

#estateplanning #estateplanningattorney #satisfiedclient #clientreview

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03.13.25 - Wendy Guthro, Attorney & Counsellor At Law - Testimonial

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[Blog Post - APRIL] Transferring Your Home to a Beneficiary Prior to Death: Pros and Cons | Scheduled 4/14/2025

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[Blog Post - APRIL] Transferring Your Home to a Beneficiary Prior to Death: Pros and Cons | Scheduled 4/14/2025

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We all want to feel secure about our future and planning ahead for our loved ones is a key part of that security. 🌟

One option you might have thought about is transferring your home to a beneficiary before death. 🏡👨‍👩‍👧‍👦 This approach can be appealing but it also comes with both benefits and challenges. ⚠️

In this blog, we provide a clear, balanced view of what this decision means for you and your family, with real-life examples.👇

https://guthrolaw.com/transferring-property-before-death

#estateplanning #homeownership #estateplanninglawyer #blog

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GuthroLaw | Burlington, MA Estate Planning & Elder Law Attorney

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Should You Transfer Your Home Before Death? -GuthroLaw | Burlington, MA Estate Planning & Elder Law Attorney

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A living trust or will may be a better alternative to transferring your home before death. Protect your assets—Call Wendy Guthro now.

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[Blog Post - MAY] Can a Trust Have Multiple Trustees? | Scheduled 5/22/2025

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[Blog Post - MAY] Can a Trust Have Multiple Trustees? | Scheduled 5/22/2025

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Have you ever considered whether more than one individual can manage your trust? 🤔

The answer is straightforward: Yes, a trust can have multiple trustees. 👥 Trusts have become an increasingly popular tool for future planning, and appointing more than one trustee can provide a range of advantages.🔍

In our blog, we discuss why to choose multiple trustees, key considerations, and the best approach to setting it up. 📝

https://guthrolaw.com/multiple-trustees

#estateplanning #trusts #trustees #estateplanninglaw #blog

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GuthroLaw | Burlington, MA Estate Planning & Elder Law Attorney

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Have you ever considered whether more than one individual can manage your trust? At our firm, located in Burlington, Massachusetts, we are frequently asked this question by clients seeking assistance with estate planning matters.

The answer is straightforward: Yes, a trust can have multiple trustees. Trusts have become an increasingly popular tool for future planning, and appointing more than one trustee can provide a range of advantages, as well as important factors to consider.

In the following sections, we will explore why you might choose multiple trustees, considerations to keep in mind, and the best approach to properly establishing this arrangement.

Why Have Multiple Trustees?

When you set up a trust, you want to ensure that your wishes are carried out accurately and with care. Here are some reasons why many families decide to name more than one trustee:

Shared Responsibility & Skills

When there are several trustees, each one can share the work. This means:

Division of Labor: Responsibilities such as handling finances, keeping records, or managing real estate can be divided among trustees.

Different Strengths: One person might be good with numbers, while another might be better at handling family matters. This mix can make managing the trust smoother for everyone involved.

Continuity and Succession

Life is unpredictable. By having more than one trustee, you help ensure that if one trustee is unable to serve-due to illness, death, or any other reason-the trust will continue to operate without interruption. This arrangement can prevent delays and possible legal issues, keeping the trust's administration running smoothly.

Checks and Balances

Having multiple trustees can work as a built-in check and balance. When decisions are made jointly:

Oversight: Each trustee can review the actions of the others, which may reduce the chance of mistakes or misuse of funds.

Accountability: This collective approach helps everyone stay accountable, protecting the trust's assets and interests.

Family Harmony

In some cases, family members serve as trustees. This can:

Promote Inclusion: Giving family members a role in managing the trust can create a sense of shared responsibility.

Reduce Conflicts: When all parties have a say in how the trust is run, it can lessen the potential for family disputes later on.

Considerations for Multiple Trustees

While having more than one trustee comes with many benefits, there are a few important points to keep in mind:

Potential for Conflict

Multiple trustees mean more opinions. This can sometimes lead to disagreements. To avoid deadlocks:

Clear Decision-Making: It is vital to spell out the decision-making process in the trust document. This can include voting rules or guidelines on how to resolve disputes.

Compensation

Trustees are often compensated for their time and effort. With several trustees:

Transparent Arrangements: The trust document should clearly state how each trustee will be paid. This avoids confusion and helps maintain trust among all parties involved.

Administrative Burden

Coordinating the actions of several trustees can be more challenging than working with just one:

Defined Roles: Each trustee should have clearly defined responsibilities so that tasks do not overlap or get missed.

Regular Communication: Setting up regular meetings or check-ins can help ensure everyone stays on the same page and that the trust runs as smoothly as possible.

How to Appoint Multiple Trustees

Setting up a trust with multiple trustees involves careful planning and clear instructions in the trust document. Here's how you can do it:

Appointing Trustees in the Trust Document

When you create your trust, you can list multiple trustees by name. Make sure that the document explicitly states that more than one person will manage the trust. This helps prevent any confusion later on.

Defining Powers and Responsibilities

It is essential to lay out what each trustee can and cannot do.

Specific Duties: Detail each trustee's responsibilities so there is little room for misunderstanding.

Decision-Making Process: Explain how decisions will be made. For example, you might require that all trustees agree on significant actions or decisions.

Successor Trustees: Consider naming one or more successor trustees in case one of the original trustees can no longer serve. This helps maintain continuity over time.

Taking these steps ensures that the trust operates as you intended, with clear guidance for everyone involved.

Alternatives to Multiple Trustees

While having multiple trustees is a common choice, other options are available if you think it might not suit your situation:

Corporate Trustee: Instead of appointing individual trustees, you might choose a corporate trustee. This is a company that manages trusts and can bring a steady hand and professional management to the table.

Trust Protector: Another option is to appoint a trust protector. This person is given the power to oversee the trustees and can step in if problems arise.

Each of these alternatives has its own benefits and might work better for certain situations. It's worth discussing these options with someone who understands the nuances of estate planning.

Planning for Your Future in Massachusetts? Contact Wendy Guthro, Attorney & Counsellor at Law

If you're considering whether multiple trustees are right for your trust, our firm is here to help. With years of experience aiding Massachusetts families, we understand that every situation is unique. Whether setting up a new trust or updating an existing one, we provide comprehensive support at every step.

To prepare or revise your essential documents, call 781-583-3212, email us at Office@GuthroLaw.com, or visit our contact page. We are committed to securing your future and ensuring your legacy is managed with care. Please contact us with any questions or concerns regarding your trust or estate planning.

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Can a Trust Have Multiple Trustees? - Wendy Guthro, Attorney & Counsellor at Law

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Multiple trustees can provide checks and balances, shared responsibility, and continuity. Find out if this structure suits your estate plan-contact us now.

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[Post - APRIL] Maximize Control & Avoid Probate with Payable on Death (POD) and Transfer on Death (TOD)  | Scheduled 4/24/2025

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[Post - APRIL] Maximize Control & Avoid Probate with Payable on Death (POD) and Transfer on Death (TOD)  | Scheduled 4/24/2025

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Looking for a hassle-free way to pass on your assets to your loved ones without going through probate?

🔑 Payable on Death (POD) and Transfer on Death (TOD) accounts are the perfect solution. 💡 With these designations, you maintain full control of your assets during your lifetime, and they automatically transfer to your chosen beneficiary when you’re no longer here.

👨‍👩‍👧‍👦 It’s a straightforward way to ensure your loved ones receive what you’ve planned for them—without delays or extra legal fees.

✅ Want to learn more about setting up POD or TOD accounts? Reach out today for guidance on making your estate plan as smooth as possible.

📞 781-229-0555

https://guthrolaw.com/probate-avoidance

#estateplanning #probate #financialcontrol #protectyourassets

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03.13.25 - Wendy Guthro - Maximize Control & Avoid Probate 

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[Post - APRIL]  5-Year Look Back Rule: Why Planning Early Matters  | Shceduled 4/7/2025

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[Post - APRIL]  5-Year Look Back Rule: Why Planning Early Matters  | Shceduled 4/7/2025

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🩺 Medicaid’s 5-year look-back rule checks your financial history for asset transfers, potentially disqualifying you for benefits. Planning ahead allows you to protect your assets and avoid penalties. 🕒

Early legal guidance helps you meet the requirements and preserve your wealth.

💬 Contact Guthro Law for Medicaid planning help today.

📞 781-229-0555

https://guthrolaw.com/long-term-care-planning

#medicaidplanning #estateplanning #longtermcare #estateplanningattorney

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[Video Post - FEBRUARY 27] A Will Does Not Avoid Probate (Pt. 3) | Scheduled 2/27/2025

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[Video Post - FEBRUARY 27] A Will Does Not Avoid Probate (Pt. 3) | Scheduled 2/27/2025

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In this final video of our series, Attorney Wendy Guthro breaks down the power of trusts and how they can help you avoid probate. 🏠💼

Don’t miss out on this essential information that could save you and your loved ones time and money in the future. ⏳💰

👉 Watch now to learn everything you need to know about protecting your assets.

#trusts #probate #estateplanning #wills #trustsandwills #legalhelp

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Part 3_ Vertical_A Will Does Not Avoid Probate 2025 (1)

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[Video Post - APRIL] Inheritance Unlocked: Will & Trust Distributions Explained | Scheduled 4/28/2025 

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[Video Post - APRIL] Inheritance Unlocked: Will & Trust Distributions Explained | Scheduled 4/28/2025 

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Curious about how inheritances are distributed through a will or trust?

In this video, Attorney Wendy Guthro breaks down the different types of distributions available to you.

👉Watch the video and learn how assets are passed on and what to expect.

📞 781-229-0555

https://guthrolaw.com

#inheritance #willandtrust #estateplanning #trustdistributions #lawyertalk

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Inheritance Unlocked_ Will & Trust Distributions Explained

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[Video Post - FEBRUARY] A Will Does Not Avoid Probate (Pt. 2) | Scheduled 2/20/2025

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[Video Post - FEBRUARY] A Will Does Not Avoid Probate (Pt. 2) | Scheduled 2/20/2025

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If your will is the only document in your estate plan and assets don’t have named beneficiaries, you’ll be going to probate court.

In this video, Attorney Wendy Guthro shares strategies to bypass the probate process. 💡

🎥 Watch now to learn how to protect your legacy and avoid the hassle of probate. 🔑

#estateplanning #wills #probate #protectyourlegacy #legaltips

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Part 2_ Vertical_A Will Does Not Avoid Probate 2025 (1)

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[Video Post - FEBRUARY] A Will Does Not Avoid Probate (pt1) | Published 2/13/2025

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[Video Post - FEBRUARY] A Will Does Not Avoid Probate (pt1) | Published 2/13/2025

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🏛️ In the first part of our series: "A Will Does Not Avoid Probate" , attorney Wendy Guthro breaks down the facts. 🤔

Before creating a will, you need to ask yourself: What do I want it to accomplish? 📜 A will helps distribute your assets, but it still goes through the probate process.

👉 Watch our video now to find out more🎥

#estateplanning #probate #wills #legalhelp

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Part 1_ Vertical_A Will Does Not Avoid Probate 2025 (1)