Helpful Links:

Elder & DisAbility Law:

AARP - American Association of Retired Persons website

National Ass'n of Professional Geriatric Care Managers - NAPGCM can help you find resources for caring for the elderly

Disability Law Center of Massachusetts & the Disability Rights Center of New Hampshire - have a lot of great links & information on laws protecting the right of people with disAbilities

DREDF - Disability Rights Education and Defense Fund has a lot of information on everything from accessibility to medical ethics as well as self help/advocacy guides

ABLE 529A Account information - Achieving A Better Life Experience accounts for people with disAbilities whose disAbility began before age 26. More info can also be found at the National Disability Institute's ABLE website

Social Security - Claim your Account to prevent fraud.

Guardianship & Conservatorships in Massachusetts - Volunteer Lawyers Project Guide to Guardianships in Massachusetts

Elder Fraud Hotline at the US Department of Justice - 1-833-FRAUD -11 (1-833-372-8311) open M-F 10-6 EST- https://ovc.ojp.gov/program/elder-fraud-abuse/national-elder-fraud-hotline


Estate Planning Links:

American Bar Association, Guide to Wills & Estates, provides general information on wills, health care proxies, trusts and other estate planning and probate issues.


Probate:

Massachusetts Probate Courts website has contact info for the courts & other basic info including self help guides


Death & Dying & Burial Options:

Green Burial Massachusetts has resources for Eco-friendly burial options including caskets from Mourning Dove Studio, LLC - Eco- & Alternative Burial options & art studio for making memorials in Arlington, Massachusetts

Family Caregiver Alliance - great info on end of life decision making & other issues for those with chronic, disabling conditions

The Conversation Project - wonderful guides on how to have the conversation on end of life care preferences with your loved ones.

Memorial Forests - Better Places Forests is an eco-friendly burial option in Western Massachusetts and their other locations in CA and CT (they will likely add more). Better Place Forests offers memorial trees for your loved ones ashes as a way to memorialize your loved one while helping conserve the forest and open space.


Real Estate/Homestead Declarations:

Massachusetts Registries of Deeds - The Secretary of the Commonwealth's website has links to all of the Registries & how-to-guides for filing homestead declarations


Business Links:

Massachusetts Secretary of the Commonwealth, Corporations Division - file LLC's, corporations, and other business entities online, search for a business, reserve a business name and other resources & info for businesses


MASSACHUSETTS MEDICAID KEY DOLLAR FIGURES:

Key Dollar Figures and Interest Rates for 2022

Minimum Monthly Maintenance Needs Allowance (MMMNA) : $2,177.50

( Standard Shelter Expense included in MMMNA: $653.25)

Maximum Monthly Maintenance Needs Allowance (MMNA): $3,435.00

Maximum Community Spouse Resource Allowance: $137,400

Resource Allowance for Individual/Unmarried: $2,000

Maximum Home Equity Limit: $955,000

Transfer/divestment penalty Divisor (per day)/Average daily cost: $410.00 per day 

Monthly Personal Needs Allowance: $72.80

Utility Allowance (heat): $396

Utility Allowance (nonheat): $688

Important Massachusetts

Medicaid & Estate Tax

Key Dollar Figures & Rates


MA Key Dollar Figures & Rates

The exclusion for the Massachusetts Estate Tax is $1 million. (Note, your estate includes your retirement assets and life insurance benefit as well as your other assets).  If your estate has more than that amount, the estate will be taxes at rates described. The table is used to compute the credit for state death taxes under Internal Revenue Code Section 2011 in effect on December 31, 2000.

Resource: https://www.mass.gov/guides/a-guide-to-estate-taxes

Adjusted taxable estate *
From To Credit + % of Excess over

$0

$40,000

$0

0.0

$0

40,000

90,000

0

0.8

40,000

90,000

140,000

400

1.6

90,000

140,000

240,000

1,200

2.4

140,000

240,000

440,000

3,600

3.2

240,000

440,000

640,000

10,000

4.0

440,000

640,000

840,000

18,000

4.8

640,000

840,000

1,040,000

27,600

5.6

840,000

1,040,000

1,540,000

38,800

6.4

1,040,000

1,540,000

2,040,000

70,800

7.2

1,540,000

2,040,000

2,540,000

106,800

8.0

2,040,000

2,540,000

3,040,000

146,800

8.8

2,540,000

3,040,000

3,540,000

190,800

9.6

3,040,000

3,540,000

4,040,000

238,800

10.4

3,540,000

4,040,000

5,040,000

290,800

11.2

4,040,000

5,040,000

6,040,000

402,800

12.0

5,040,000

6,040,000

7,040,000

522,800

12.8

6,040,000

7,040,000

8,040,000

650,800

13.6

7,040,000

8,040,000

9,040,000

786,800

14.4

8,040,000

9,040,000

10,040,000

930,800

15.2

9,040,000

10,040,000

----

1,082,800

16.0

10,040,000