Category: Estate Planning

Topics like death, inheritance, and who makes decisions for you if you are incapacitated are challenging to discuss. However, you’ve spent your entire life working hard to accumulate the assets and property you own. Protect it with a comprehensive estate plan. Additionally, with the right estate plan in place, you can...

A trust is a legal arrangement that allows you to manage and distribute your assets. You place property into the trust, and a trustee oversees it based on the instructions you provide. Trusts help you control how and when your assets pass to your loved ones or other beneficiaries. They also...

With the Federal estate tax exemption possibly about to be lowered, it may be time to think about steps you can take to keep your estate from being taxed. An irrevocable life insurance trust allows you to pass on money to your heirs while avoiding both the federal estate tax, as well...

Myth or Fact? It is acceptable to leave an inher­itance directly to minors in your Last Will and Testament.

This is a MYTH!

In Massachusetts, a minor is defined as anyone who has not yet reached the age of majority, which is eighteen (18) years old....

The two most important blunders in estate planning are [1] not making an estate plan at all and [2] not using an experienced, knowledgeable estate planning lawyer to accomplish your goals. 

The downside of not planning at all is ignoring the reality that protecting your family for unforeseen circumstances...

If you’re a hunter, you enjoy recreational shooting, or have family heirloom guns in your collection, you should consider whether your estate plan includes adequate measures for passing on your guns. Without proper planning, your executor [aka Personal Representative] or beneficia­ries could unintentionally break the law.

The first thing...

When a client contacts my office and tells me they only have a short time to live, the planning options are limited. In some tragic cases, I am called to the client’s bedside because the ill person is simply too weak or injured to travel to my office.

No...