Medicaid Planning
Medicaid Planning in Rhode Island: How to Protect Your Assets and Still Qualify
Learn how early, lawful Medicaid planning can help Rhode Island families prepare for long-term care and protect certain assets.
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Articles & Insights
Practical reading for the decisions families face.
Explore Sheri’s published articles on estate planning, probate, elder law, Medicaid planning, trusts, and asset protection.
Asset Protection
What Is Asset Protection Planning and Who in Rhode Island Needs It?
Learn what asset protection planning involves and who in Rhode Island may benefit from a coordinated legal strategy.
Read the articleTrust Administration
Trust Administration Explained: Trustees, Beneficiaries & Estate Planning
Understand trust administration, trustee responsibilities, beneficiary rights, and the value of informed legal guidance.
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Why Estate Planning Is More Than Just a Will
Learn why a complete estate plan may include trusts, powers of attorney, healthcare directives, and beneficiary planning.
Read the articleMedicaid Planning
Common Medicaid Myths That Could Cost Your Family Thousands
Review common Medicaid planning myths that can create costly mistakes for families preparing for long-term care.
Read the articleGuardianship
Guardianship vs. Power of Attorney Explained
Understand the differences between guardianship and power of attorney when planning for incapacity and decision-making.
Read the articleEstate Planning
How to Choose the Right Estate Planning Attorney in Rhode Island
Consider experience, communication, local knowledge, and long-term support when choosing a Rhode Island estate planning attorney.
Read the articleWills & Estate Planning
Top 5 Mistakes to Avoid When Creating a Will
Review five common will-planning mistakes and why careful drafting, updates, and coordination matter.
Read the articleEstate Planning
How to Avoid Probate in Rhode Island with Smart Estate Planning
Learn how coordinated estate planning may help Rhode Island families avoid probate and transfer assets more efficiently.
Read the articleProbate
What Does a Probate Lawyer Do and When Do You Need One?
Learn what a probate lawyer does and when legal guidance may help an executor or family settle an estate.
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Understanding the Probate Process in Rhode Island: A Step-by-Step Guide
Understand the Rhode Island probate process, from filing and notice through asset inventory, debts, and final distribution.
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