Wills, Trusts, & Estate Planning Archives

Can a Spendthrift Trust Protect My Child’s Inheritance in Massachusetts?

A Spendthrift Provision Can Protect an Inheritance, Within Limits A properly designed trust with a spendthrift provision can help protect...

Joint Ownership Can Override Your Will Joint ownership can change who receives an asset when you die, sometimes regardless of...

A Signed Trust Does Not Control Assets on Its Own If a trust was never funded, it may not control...

Distance Alone Does Not Disqualify Someone Yes, someone who lives outside Massachusetts can generally serve as the personal representative of...

Your Plan Has to Work Where You Actually Are If you spend part of the year outside Massachusetts, your estate...

What Ancillary Probate Is You may need a second probate if you live in Massachusetts and die owning real estate...

There Is No Statewide Percentage An executor or trustee in Massachusetts can generally be paid for the work involved, even...

What a Bypass Trust Actually Does A bypass trust, also called a credit shelter trust, lets a married couple use...

What a Letter of Competency Is A letter of competency is a clinician’s written assessment of someone’s mental functioning, or...

What It Actually Does A generation-skipping trust is designed to benefit more than one generation while dealing with the tax...