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 […]
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 […]
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. […]
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 […]
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 […]
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 […]
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 […]