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David Beliveau
Worked at Beliveau Law Group
Lives in Waltham, MA
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David Beliveau

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Have you ever considered writing down a list of all your assets (with account numbers, passwords, and so on), as well as debts and recurring payments? Making such a list and putting it in a secure place can be a godsend if something ever happens to you…
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David Beliveau

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Even though a wealthy family put assets in a trust for their children in order to protect them from creditors, a child’s interest in the trust could be divided in a divorce, says the Massachusetts Appeals Court. While this result is unusual, it goes to…
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David Beliveau

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Executors who have to file a federal estate tax return, and some heirs who receive assets from an estate that is subject to the federal estate tax, may be facing a significant new problem as a result of rules just issued by the IRS. The problem only…
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David Beliveau

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If you don’t pay your debts, creditors can generally obtain a court order to garnish your wages. But what if your income comes from Social Security? In that case, the answer is a bit more complicated. For most types of debts (including credit cards,…
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David Beliveau

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Did you know that 40 percent of people over age 65 haven’t written down their wishes regarding life support and other end-of-life treatment? One reason for this may be that people haven’t had a conversation with their doctor about the options that are…
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David Beliveau

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David Beliveau’s expert testimony on trust law and Florida fiduciary law was the key to a trial victory for my client.  I represented a Massachusetts trustee who was administering a Florida trust.  The lifetime beneficiary of that trust filed suit against…
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David Beliveau

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Congress has revived a law that lets you make charitable donations directly from your IRA, which might provide you with some significant tax advantages. The “IRA charitable rollover” was discontinued at the end of 2014. But Congress has now resurrected…
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David Beliveau

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Stockbrokers, financial planners and insurance agents who provide advice regarding IRAs and other retirement accounts will have new responsibilities toward clients, and the way they bill their clients may change, under new rules announced by the U.S.…
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David Beliveau

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It’s not uncommon for seniors to name one person in their power of attorney document to handle their finances if they become incapacitated, and to name someone else to make decisions for them in their health care proxy. For instance, a senior might live…
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David Beliveau

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On average, long-term care premiums are decreasing for men and increasing for women, according to a study by the American Association for Long-Term Care Insurance, an industry trade group. For instance, a healthy 55-year-old man can expect to pay an…
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It is one of the challenges that women face. As what we have mentioned here, https://www.linkedin.com/pulse/long-term-care-struggles-women-face-violet-swenson, women faces a lot of long term care challenges and that includes longevity, long term care prices and social issues. Because of those challenges, women needs to plan their long term care as early as possible. They will likely benefit from having long term care insurance to cover their needs. Having long term care quotes on hand will also help them in choosing which policy will fit their needs and budget. They can request one at ltcga.com/ltc-quotes.html for a good start.
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David Beliveau

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If someone has named you as an agent under a durable power of attorney, you’ll be allowed to handle that person’s finances. (The person who signs the power of attorney is known as the “principal”; you’ll be known as the agent or “attorney-in-fact.”) Here…
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David Beliveau

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The Work Opportunity Tax Credit gives employers a tax credit for hiring veterans and others who are members of “target” groups. Normally, you have 28 days after an eligible worker’s first day to complete the necessary paperwork for the credit. But the…
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Have him in circles
40 people
Desiree Dagostino's profile photo
Parker | Scheer LLP's profile photo
Henry Domnich's profile photo
Craig Smith's profile photo
Jeffrey Beane's profile photo
Matthew Karr's profile photo
Glenn Rosengard's profile photo
LIliana Cancino's profile photo
Chris Chen's profile photo
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Attorney
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  • Beliveau Law Group
    Attorney
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Waltham, Massachusets Attorneys.
Introduction
Waltham, Massachusetts estate planning, tax attorney. Our firm handles legal matters regarding business law, real estate, civil litigation, elder law,  family law, and personal Injury. Learn more at http://www.BeliveauLaw.net
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Waltham, MA
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