Wills, Trusts, & Estate Planning
After a spouse dies in Massachusetts, the joint plan has to be carried out and yours updated: trust steps, estate tax, portability and beneficiaries.
Wills, Trusts, & Estate Planning
Two Massachusetts estate planning quotes can cover very different work. What to compare beyond price: strategy, trust funding, tax planning and reviews.
Wealth Preservation Planning Wills, Trusts, & Estate Planning
Own a dental, medical or other professional practice in Massachusetts? Why your estate plan needs a practice transition plan, not just a will.
Wealth Preservation Planning Wills, Trusts, & Estate Planning
Should a Massachusetts rental property go in an LLC, a trust, or both? What each one does for liability and inheritance, and how they work together.
Wills, Trusts, & Estate Planning
Yes, a trustee can also be a beneficiary in Massachusetts. What the duties of impartiality and loyalty require when you serve in both roles.
Elder Law & Long-Term Care Planning Wills, Trusts, & Estate Planning
Can an agent under a Massachusetts power of attorney make gifts, change beneficiaries or amend a trust? Only with the right authority. What to check first.
Wills, Trusts, & Estate Planning
Your Strategic Planning Session with us is with an attorney. What the rest of the team does, and the questions to ask any Massachusetts estate planning firm.
Wills, Trusts, & Estate Planning
Why an estate plan needs review after it is signed, what our 3-Year Check-Up covers, and the life changes that call for a review sooner in Massachusetts.
Wealth Preservation Planning Wills, Trusts, & Estate Planning
Drafting a trust and funding it are separate jobs. We offer trust funding to every client whose trust we draft: included in some plans, an add-on in others.
Wills, Trusts, & Estate Planning
How flat fee estate planning works in Massachusetts, what the fee should cover, and what to ask before hiring a lawyer so the bill holds no surprises.
You don’t need to have it all figured out. You just need a guide. Start with one step, and we’ll walk you through the rest.
Wills, trusts, & estate planning
special needs planning
MassHealth long-term care applications & renewals
elder law & long-term care planning
probate & estates
