Business Details
34 Years
experience
Your Trusted Partner for Elder Law & Asset Protection in Massachusetts
Founded in 1992 by Elder Law Attorney Philip C. Amaru and Executive Director Laureen Vaughn, Commonwealth Advisory Group specializes in asset protection and elder law for families facing nursing home Medicaid challenges. With over three decades of experience, we have helped thousands of Massachusetts residents preserve assets through strategic estate planning, Medicaid applications, and legal advocacy. Our team provides personalized guidance to navigate complex regulations, offering peace of mind through educational seminars and direct client support.We focus exclusively on safeguarding hard-earned assets rather than managing finances, ensuring families retain control over property, retirement savings, and investments. Our expertise extends to probate avoidance, tax minimization, and intergenerational wealth protection, supported by a proven track record in both pre-emptive and crisis-driven planning scenarios.
Services
Asset Protection
Estate Planning
Elder Law
Medicaid Planning
Legal Consultation
Details
- Year established: 1992
Highlights and features
- We offer 32 years of specialized experience in Massachusetts elder law and Medicaid planning
- Our team provides personalized asset protection strategies tailored to individual family needs
- We conduct educational seminars for hospitals and elder care agencies across Massachusetts
- Our proven methods have successfully preserved assets for thousands of families since 1992
- We focus exclusively on legal asset protection rather than financial management services
What people say
Easily navigate complicated elder care issues
Saved us and our assets
Expertise and professionalism
Made Medicaid application process understandable
Strongly recommended by satisfied clients
Services
Asset Protection
Our asset protection services help families safeguard property, retirement savings, and investments from nursing home Medicaid costs through legal strategies. We create customized plans to protect assets while maintaining eligibility for necessary care programs. Our approach ensures long-term financial security for future generations.
Estate Planning
We develop comprehensive estate plans including wills, trusts, and power of attorney documents to manage asset distribution. Our planning minimizes probate complications and tax burdens while protecting assets from elder care costs. We tailor solutions to each family's unique circumstances and goals.
Elder Law
Our elder law practice focuses on Medicaid eligibility, long-term care planning, and senior rights advocacy. We help families navigate complex regulations while protecting assets and ensuring access to necessary care programs. Our services include application assistance and benefits appeals.
Medicaid Planning
We specialize in Medicaid application processes and strategic planning to qualify for benefits while preserving family assets. Our expertise includes both pre-emptive planning and urgent solutions for families already facing nursing home costs.
Legal Consultation
We offer personalized legal consultations to assess individual situations and develop customized protection strategies. Our consultations include comprehensive reviews of financial assets, care needs, and long-term planning options to create effective legal solutions.
People
Philip C. Amaru
Elder Law Attorney
With over 24 years of experience, Attorney Amaru specializes in elder law and asset protection. He founded Commonwealth Advisory Group to help families navigate Medicaid regulations and preserve wealth through strategic legal planning.
Laureen Vaughn
Executive Director
As co-founder, Laureen Vaughn brings extensive expertise in Medicaid planning and elder care solutions. She works closely with clients to develop personalized asset protection strategies that align with their unique family circumstances and financial goals.
Questions
What services does Commonwealth Advisory Group specialize in?
We specialize in elder law, Medicaid planning, and asset protection strategies to safeguard family assets from nursing home costs through legal estate planning.
How can you help protect assets from nursing home costs?
Our team creates customized legal plans using trusts, property transfers, and Medicaid-compliant strategies to preserve assets while maintaining eligibility for care programs.
Do you offer services for proactive estate planning?
Yes, we help families implement preventive strategies to protect assets before nursing home care becomes necessary, ensuring long-term financial security.
What areas do you serve?
We primarily serve Massachusetts residents facing elder care legal challenges and Medicaid planning requirements.
How experienced is your team with Medicaid applications?
With over 30 years of experience, our team has successfully completed thousands of Medicaid applications while protecting client assets.
Can you help when a loved one is already in a nursing home?
Yes, we provide urgent asset protection strategies for families who need immediate assistance preserving assets after nursing home admission.
