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Ladimer Law Blog

Wills & Trusts

Have you received a notification that soon you will not have access to your child’s healthcare portal? For better or worse, when your child turns 18, they are an adult in the eyes of the law.  There is a federal law called the Health Insurance Portability and Accountability Act which protects our medical records, commonly […]

Ladimer Law News, Wills & Trusts

Does Your 18-Year-Old Need a Healthcare Proxy and HIPAA Release?

Phew! There has been a lot of buzz lately with the new Massachusetts estate tax threshold being changed from $1,000,000 to $2,000,000 – it’s been great news for many of our clients.  When you are a Trust and Estate Attorney, dealing with death and taxes are part of everyday life, we hear bad news probably […]

Estate Administration, Estate Tax Planning, Wills & Trusts

An Estate Tax Story

Lots of people talk about spring cleaning and how spring is the time to clean up our lives after the “hibernation” during the winter.  However, spring is my least favorite season of the year!  Summer is great because it is daylight a lot longer, I love being outside in the sunshine and on the ocean.  […]

Ladimer Law News, Probate Avoidance, Wills & Trusts

Wills in a Week(sm) is coming back!

Save The Date! We are super excited to announce that we will be running a special promotion for our Wills in a Week(sm) program!  So, save the date!  Starting Friday, October 27th at 9 am through Friday, November 3rd at noon clients will be able to participate in our Wills in a Week program at […]

Ladimer Law News, Probate Avoidance, Wills & Trusts

Save the Date!

I don’t think there is one person in this world who never procrastinates getting something done that they need or should do.  We all do it!  But there are ways to help us procrastinate less.  I know this has been a constant work in progress for myself.  For me, I procrastinate odd to-dos that aren’t […]

Probate Avoidance, Wills & Trusts

Tips to Stop Procrastinating!

Trusts are legal entities, like an LLC or a corporation.  You can place assets into trust, and you can take assets out of trust.  You place assets into trust by retitling the asset.  For example, your checking account statement comes with your name and address on it.  When you go to the bank and fill […]

Estate Tax Planning, Wills & Trusts

What should you put in your trust?

A common question I get from my clients is ‘Where does it say that my kids are to split everything equally?’  The law in Massachusetts is set up to help estate planning attorneys simplify the documents.  However, the legal terms can be confusing for the clients.  In Massachusetts, we use the term ‘descendants’ to describe […]

Wills & Trusts

Why is it so difficult to read my trust?

If you have life insurance, you should also have an estate plan.  One of the first things people do when they have a baby or purchase a home is get life insurance.  Life insurance can cover significant expenses if you pass away and give you peace of mind when thinking about an unexpected death. But […]

Estate Tax Planning, Probate Avoidance, Wills & Trusts

Do you have life insurance?

estate planning attorneys

Have you heard people saying they just want a simple Will? We get that request all the time! However, simple to one person is not so simple to another. I think to a lot of people a simple will means they want to leave everything to their spouse, and then their kids. And I agree, […]

Estate Administration, Wills & Trusts

What is a Simple Will?

Lots of people establish a trust as part of their estate plan, but that’s only the first step. Next, you have to fund your trust. But what does that mean? It means you must physically take action to move assets to the trust. It means retitling assets in the name of your trust. It means […]

Estate Administration, Wills & Trusts

What is Trust Funding?

We are very passionate about having estate plans that are up-to-date and current with our client’s wishes and goals. As life changes over time, estate plans tend to fall through the cracks. Many clients get such a sense of relief once it is done that they do not want to touch it again for a […]

Estate Administration, Wills & Trusts

Continuing Client Care Program

One of the things that we know is certain in life is death but so few of us actually plan for it. We received feedback that one of the hurdles is the cost of it. Everyone knows they should have one once they get married, buy a home, have a kid, etc., but it’s always […]

Probate Avoidance, Wills & Trusts

Objection to Getting Your Estate Plan Done – Cost!

Over the years I’ve heard a lot of people talk about wills and trusts, etc. And don’t get me wrong, I think the legal terminology is really confusing, but I want to clear up some misnomers that I’ve heard in the past. Also, if this article is still confusing after reading it, I highly encourage […]

Estate Administration, Estate Tax Planning, Wills & Trusts

Common Myths About Wills and Estate Planning

A plan is, by definition, the action of deciding on and arranging in advance of something. When something is as important as making sure your family is taken care of, you need to do it when you have a clear mind to think it through properly. Things done at the last minute are always stressful […]

Estate Administration, Wills & Trusts

Estate Planning Should Not Be a Last-minute Thought!