Wealth Preservation Planning Wills, Trusts, & Estate Planning
Massachusetts Has No Decanting Statute Sometimes you can, but Massachusetts has not followed the many other states that have enacted...
Wills, Trusts, & Estate Planning
A Real Comparison, Not a Slogan A professional trustee can bring experience, consistency, and some distance from family disagreements. A...
Wealth Preservation Planning Wills, Trusts, & Estate Planning
A Spendthrift Provision Can Protect an Inheritance, Within Limits A properly designed trust with a spendthrift provision can help protect...
Wills, Trusts, & Estate Planning
Joint Ownership Can Override Your Will Joint ownership can change who receives an asset when you die, sometimes regardless of...
Wills, Trusts, & Estate Planning
A Signed Trust Does Not Control Assets on Its Own If a trust was never funded, it may not control...
Wills, Trusts, & Estate Planning
Distance Alone Does Not Disqualify Someone Yes, someone who lives outside Massachusetts can generally serve as the personal representative of...
Wills, Trusts, & Estate Planning
Your Plan Has to Work Where You Actually Are If you spend part of the year outside Massachusetts, your estate...
Wills, Trusts, & Estate Planning
When you inherit an IRA, the withdrawal rules depend on who you are, when the owner died, whether it is...
Wills, Trusts, & Estate Planning
A legacy letter is a personal message that shares the values, memories and hopes you want to leave with the...
Elder Law & Long-Term Care Planning Wills, Trusts, & Estate Planning
The sandwich generation describes people supporting children while also helping aging parents. The support may be financial, practical, emotional, or...
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
