Jeffrey A. Bloom sees clients in our Boston, Framingham, Dedham, and Woburn offices. Since 1997, his practice has focused exclusively on counseling and advocating for clients regarding Medicaid eligibility, estate planning, elder and disability law, guardianship, probate administration and litigation, and planning for...

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Patricia C. D'Agostino is a member of the National Academy of Elder Law Attorneys, the American Bar Association, the Massachusetts Bar Association and the Boston Bar Association. Patricia received her Juris Doctorate from Suffolk University Law School where she was a dean's list student. Throughout law school Patricia...

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Sheryl J. Dennis is a partner at Fields and Dennis, LLP in Wellesley, Massachusetts. Ms. Dennis is a member of the Boston and Massachusetts Bar Associations, the Massachusetts Council on Family Mediation, the Collaborative Law Council and the National Association of Parent Coordinators. She is also a principal in the C...

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Cynthia R. Haddad, Wealth Advisor CFP® Partner & Wealth Advisor, Special Needs Financial Planning, a specialty practice of Affinia Financial Group Caring for one another is at the core of our most valued relationships. For families of people with special needs, preparing for the future may seem overwhelming;...

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John Nadworny,Wealth Advisor,CFP® Partner & Wealth Advisor, Special Needs Financial Planning, a specialty practice of Affinia Financial Group The work of determining the resources needed to secure the future for a family with a complex life situation is part art, part science, and 100% preparation. Planning w...

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Alex Nadworny, Wealth Advisor, CFP® As every graduate knows, there is no shortage of advice given to them when they begin their professional lives. Alex connected with the advice from Steve Jobs: “The only way to do great work is to love what you do.“ For her, the continuous thread inspiring her throug...

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Executive Director Joan McGrath Coulter has more than 25 years’ experience in professional accounting and finance and celebrates her twelfth anniversary with PLAN this year. Prior to assuming the role of PLAN’s Executive Director, Joan’s responsibilities included PLAN’s operations, trust ad...

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Steven M. Cohen is a partner at Pabian & Russell, LLC, leading the firm's elder law group. Mr. Cohen is one of Greater Boston's most noted elder attorneys, working for the elderly and disabled. For over twenty years he has been dedicated to educating professionals and the community on the intricacies of elder law....

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DARYL CAMERON EVERY, ESQ. is a sole practitioner in Milton, where she concentrates in trusts and estate planning, special needs and elder law, disability advocacy, and public benefits. Ms. Every acts both as a trustee to family and special needs trusts, as well as trust counsel. She advises families, guardians, trustee...

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