Wills, Trusts, & Estate Planning
How do you leave a vacation home to more than one child without starting a fight in Massachusetts?
Shared Ownership Is Not a Plan by Itself You can leave a vacation home to more than one child, but...
Wills, Trusts, & Estate Planning
What should I change in my estate plan when moving out of Massachusetts?
Make the Plan Part of the Move If you are leaving Massachusetts permanently, your estate plan should be part of...
Wills, Trusts, & Estate Planning
I moved to Massachusetts with an out-of-state will or trust. Does it still work?
Moving Here Does Not Cancel Your Plan Usually, moving to Massachusetts does not automatically invalidate a will or trust you...
Wills, Trusts, & Estate Planning
Who can open a safe deposit box after someone dies in Massachusetts?
Having the Key Is Not Enough Finding the key to your parent’s safe deposit box does not necessarily mean the...
Wills, Trusts, & Estate Planning
What happens to firearms in an estate in Massachusetts?
Inheriting Firearms Takes More Than a Will Firearms can be inherited in Massachusetts, but they cannot simply be handed out...
Wills, Trusts, & Estate Planning
Does a trust or estate need its own tax ID number in Massachusetts?
Sometimes Yes, Sometimes No Sometimes it does, and sometimes it does not. The answer depends on what kind of trust...
Wills, Trusts, & Estate Planning
Which assets should not go into a revocable trust in Massachusetts?
Not Everything Belongs in the Trust Once people sign a revocable trust, they often want to put everything into it....
Wills, Trusts, & Estate Planning
What happens when a minor inherits money in Massachusetts?
A Child Can Inherit, but Can’t Manage It A child can inherit money in Massachusetts, but that does not mean...
Wealth Preservation Planning Wills, Trusts, & Estate Planning
If my child gets divorced in Massachusetts, will their spouse get half the inheritance I leave them?
Leaving It Outright Can Expose It Your child does not automatically lose half an inheritance in a Massachusetts divorce, but...
Wills, Trusts, & Estate Planning
Does a prenuptial agreement control what happens when a spouse dies in Massachusetts?
It Depends on What the Agreement Says A prenuptial agreement can affect what a surviving spouse receives in Massachusetts, but...