General Wills, Trusts, & Estate Planning
Does a Will Need to Be Notarized in Massachusetts?
Can’t you just write your own Will, in a notebook or on a slip of paper? What about on a...
General Wealth Preservation Planning Wills, Trusts, & Estate Planning
What Is a GRAT, and How Does It Transfer Wealth Tax-Free?
A GRAT, a Grantor Retained Annuity Trust, is a way to pass the future growth of an asset to your...
General Wills, Trusts, & Estate Planning
How do you ensure your pet will be well cared for?
What About My Fur Babies? When people think of estate planning, they often think of things like making sure their...
General Wills, Trusts, & Estate Planning
How frequently should I review my estate plan?
As a general rule, we suggest that you review the plan yourself every year. We suggest you have a call...
General Strategic Planning Session Wills, Trusts, & Estate Planning
Is Monteforte Law the right fit for you?
Is Monteforte Law, P.C. the right fit for you? It took me twenty years of being a lawyer to realize...
Elder Law & Long-Term Care Planning General Wealth Preservation Planning Wills, Trusts, & Estate Planning
What Is Trust Administration in Massachusetts?
What Is Trust Administration? When you set up a Trust, you name a Trustee, the person or institution who has...
Elder Law & Long-Term Care Planning General Wills, Trusts, & Estate Planning
What is Trust Funding?
If you have a Trust, it’s crucial that it is properly funded. What is Trust Funding? The process of transferring...