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October 2024 Newsletter Protecting Your Assets, Preserving Your Legacy, and Providing Peace of Mind

October 2024 NewsletterLegal lines news. estate planning and elder law. Lannik Law logo.


An Estate Plan Is Your Script to a Lasting Legacy

Viewing yourself as the main character in the movie of your life is associated with greater psychological well-being. It can make you feel more competent, autonomous, and effective. Read more to learn how to take control of your story by creating an estate plan, enabling you to write a script for your legacy.

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Wealth, Legacy, and Family Drama: Inside The Descendants

Although fictional, the 2011 movie The Descendants, starring George Clooney has some basis in fact. Read more about the lessons learned from the film and how it reflects a common estate planning challenge that many families face when attempting to hold and manage assets (accounts and property) for multiple generations.

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Lessons in Estate Planning from Rain Man

Rain Man starring Tom Cruise and Dustin Hoffman is one of the most iconic American movies of the 1980s. Although secondary to the main plot, several estate planning threads run through Rain Man. Read more about estate planning issues and lessons learned including those related to trusts, beneficiaries, and how to plan for children who have very different personalities and needs.

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A Personal Note From Susana

Good news for a change!

Since last March, Mass Health imposed a penalty rule for seniors age 65 and over for utilizing pooled trusts as a long-term care planning tool. From my perspective as an Elder Law Attorney this meant that one method, I used in most successfully in short term efforts for my clients to preserve assets in the face of crushing long term care costs was off the table. The impact was that we had restricted means to assist those clients who came to us late in the process of acquiring MassHealth. Very frustrating! 

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What Clients Are Saying

Hear how families describe their experience working with our firm.

    "Impressed"
    I found attorney Lannik professional, courteous, and gave honest feedback without passing judgement on the other attorney. She was very gracious, listened attentively, and offered her perspective.
    - Dan U.
    "Highly Recommend"
    She was very helpful in putting my funds in the correct places to protect my assets.
    - Mary D.
    "Very Personable"
    We would highly recommend Lannik Law to those looking for an intelligent, informed and friendly elder law attorney.
    - Marianne D.
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