Special needs planning in Middlesex County can be daunting if you’re just starting. However, a Middlesex County special needs lawyer can save you the headache of planning and the worry over whether your plan will be executed properly. If you’re new to special needs planning and aren’t sure where to start, check out these do’s […]
Dying intestate, or without a will, is very common. If you die without a will, your property will go through probate and is then distributed according to Massachusetts intestacy law. Intestacy laws govern intestate property. They go into effect unless there is a valid will to testify to the deceased’s wishes or an established estate […]
When the primary breadwinner dies, his or her surviving spouse, domestic partner and minor children can find themselves without the necessary resources to maintain their current lifestyle. If you find yourself in this position, as a Massachusetts probate lawyer, I can tell you that you do have options. Under Massachusetts laws, you have entitlements in […]
Giving your children and grandchildren the legacy and pride of a family business can keep your nose to the grindstone for decades. Financial security, family harmony, and growing wealth together are some of the benefits of a family business. Legacies are meant to outlive the legacy makers. If you’re a business owner in Massachusetts, don’t […]
When making an estate plan and Last Will and Testament, many people have a difficult time deciding who should be the Personal Representative (formerly known as the executor) of their estate. Oftentimes, they will consider naming Co-Personal Representatives – two or more people who serve as personal representatives of the estate. Each Co-Personal Representative named […]
Recent studies have shown that only a little more than half of all Americans have a Will or Trust document in place to direct their estate after they pass away, and that the vast majority of those documents have not been updated in the last five years. Even worse, it’s been reported that most adult […]
There are many misconceptions about what a ‘Will’ does and whether your need one or not. The short answers is that everyone needs one if they care about where their estate will go after they pass. The Will is the governing document of your probate estate, after you have passed away. So what is your […]
What is the intestacy statute? It is a statute here in Massachusetts which sets up the rules of how your estate would be passed down, if you died an executed will. Many people assume “everything will go to my wife” or “I have nothing, so it doesn’t matter.” However, as we all know, assumptions are […]
Buying a new home or a real estate investment property is exciting, but it may come with unintended consequences. Most people do their due diligence with inspections, hiring real estate attorneys, and getting insurance. Unfortunately, most people do not think to call their estate planning attorney. This is a mistake because purchasing real property drastically […]
Since Massachusetts has such a low estate tax threshold, many of our clients consider making lifetime gifts to their children in order to lower their estate tax liability upon their death. However, the decision to do so should not be taken lightly. There are many serious financial and psychological repercussions to making lifetime gifts.
Graduating from high school is a major life event filled with excitement, anticipation, and sometime a little trepidation. Going off to college is another major life event filled with similar emotions. While you are packing up your room for college, filling out all the school forms, and picking out your classes, you may also want […]
Total Wine and More Cloverleaf Marketplace 321 Speen Street, Natick Come taste some wine while Julie, Lauren, Dave and Dave talk about how to maintain and grow your estate, the difference between good and bad debt, saving and investing, protect your assets and income and how estate planning documents can help you achieve these goals! […]
As our clients get older, many worry about leaving a legacy for their children. Some have heard stories of someone they know losing their life savings to the costs of long-term care in a nursing home. While there are various planning techniques to help shelter assets from the costs of long-term care, a long standing […]
The Board of Directors of the Central Mass Chapter of the Society of Financial Service Professionals cordially invites you to a live video stream broadcast – “A Financial Professional’s Ultimate Survival Guide for the Challenging New Fiduciary Landscape”. A distinguished panel will explore the ramifications of the new DOL decision and help advisors comply with […]
This Mother’s Day, when you are talking with your spouse, mother, or grandmother, ask them if they have an estate plan? In addition to legal documents, have they made arrangements for their passing? Many people do seek legal advice to establish and estate plan, but the planning does not end with the attorney. After the […]
Many people find an estate planning attorney when they are ready to establish a plan. They meet with the attorney, develop a plan, review drafts, and then execute the documents which will carry our their plan. However, many people do not stay in touch with their estate planning attorney. Life goes on and they think […]
