Cali Law

Cali Law Welcome To Cali Law - Your Trusted Estate Planning Lawyer, in Ashland, Massachusetts Cali Law is an estate planning law firm located in Ashland, Massachusetts.

We provide our clients with a wide range of estate planning services, including estate tax planning, probate, trusts, and special needs planning. We also assist in the preparation of estate tax returns for our clients. Attorney Joshua K. S. Cali is an experienced estate planning lawyer serving Middlesex County and the surrounding areas. He earned his undergraduate degree from Bentley University in

Woburn, Massachusetts, and his law degree from UCLA School of Law. Before opening his practice, Josh worked at a boutique law firm where he prepared wills and trusts for wealthy individuals. The team at Cali Law is dedicated to helping clients navigate their estate and elder law matters, always striving to make the process as simple and stress-free as possible. Our astute team members are highly trained professionals who have our client’s best interests in mind every step of the way.

How Do You Avoid Or Limit Estate Tax In Massachusetts?There are various things that you can do to minimize your estate t...
03/19/2024

How Do You Avoid Or Limit Estate Tax In Massachusetts?

There are various things that you can do to minimize your estate tax in Massachusetts. For a more in depth discussion to meet your personal needs, you would really need to speak with an experienced estate planning attorney about your specific estate.

Learn here: https://www.massachusettsestateplanning.law/estate-tax-in-massachusetts/

How Often Do You Need To Review Your Estate Planning Documents And Can You Make Changes Or Updates At Any Time? You don’...
02/14/2024

How Often Do You Need To Review Your Estate Planning Documents And Can You Make Changes Or Updates At Any Time?

You don’t need to review your estate planning documents very often. Looking at it every five to ten years is common, but you probably won’t need to make any changes.

You can, however, make changes to your estate planning documents if you decide you want different fiduciaries or beneficiaries than what you originally selected. In general, you will be able to update your documents as frequently as you wish, with a few exceptions.

Learn here: https://www.massachusettsestateplanning.law/estate-planning/

Navigating State Benefits For Massachusetts Special Needs Estate Planning Law – Here in Ashland, Massachusetts, we are f...
02/07/2024

Navigating State Benefits For Massachusetts Special Needs Estate Planning Law – Here in Ashland, Massachusetts, we are fortunate to live in a state and country with significant and extremely helpful public benefits for special needs children and individuals. Unfortunately, these government benefits can significantly complicate the estate planning required for special needs children.

Learn here: https://www.massachusettsestateplanning.law/special-needs-planning/

Does Medicaid Have An Income And Assets Limit?Medicaid does have an income and assets limit. The income limit isn’t typi...
01/15/2024

Does Medicaid Have An Income And Assets Limit?

Medicaid does have an income and assets limit. The income limit isn’t typically something that becomes much of a concern for individuals. The income limit for Medicaid is 300% of social security income. If you end up over that limit, you pay the amount by which you’re over the limit much like a deductible.

Learn here: https://www.massachusettsestateplanning.law/medicaid-planning-in-massachusetts/

Special Needs Estate Planning – Special needs estate planning combines financial and legal planning so that people with ...
01/09/2024

Special Needs Estate Planning – Special needs estate planning combines financial and legal planning so that people with disabilities have enough resources for their lifetime care.

Learn here: https://www.massachusettsestateplanning.law/

Trusts – A trust is a legal document that gives you, another person, or an institution the power to hold and manage your...
01/04/2024

Trusts – A trust is a legal document that gives you, another person, or an institution the power to hold and manage your money for your or another person’s benefit. Having a trust in place can help with an estate plan, taxes, and medical costs as well as any charitable donations.

Learn here: https://www.massachusettsestateplanning.law/

Address

60 Pleasant Street Suite 10-A
Ashland, MA
01721

Opening Hours

Monday 9am - 5:30pm
Tuesday 9am - 5:30pm
Wednesday 9am - 5:30pm
Thursday 9am - 5:30pm
Friday 9am - 5:30pm

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