Wills, Trusts, & Estate Planning
Blended Families & Divorce: Your Estate Planning FAQ
Families & Divorce: Your Estate Planning FAQ 1) Why is estate planning so important for blended families? A// Because without it,...
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...
Elder Law & Long-Term Care Planning MassHealth Long-Term Care Applications & Renewals Wealth Preservation Planning Wills, Trusts, & Estate Planning
Can you just transfer your home to your children or add them to your deed?
The answer is an emphatic NO. This is one of the BIGGEST MISTAKES that people make. A transfer of your home...
Wealth Preservation Planning Wills, Trusts, & Estate Planning
Do I have to Update My Estate Plan after I Get Divorced?
I think everyone in America will agree that the divorce process is not fun. Even when people are in such...
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...
Elder Law & Long-Term Care Planning Wills, Trusts, & Estate Planning
How Do I Choose the Right Trustee for my Trust?
One of the most common conversations I have with clients is centered on choosing a trustee for their Trust. If...
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...
Elder Law & Long-Term Care Planning Strategic Planning Session Wealth Preservation Planning Wills, Trusts, & Estate Planning
Can You Name a Beneficiary on a Coinbase Account? Crypto and Your Estate Plan
If you own cryptocurrency, one fact decides almost everything about what your family goes through when you die: most crypto...
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...
Wills, Trusts, & Estate Planning
How Much Does Estate Planning Cost?
Many people call and ask us how to get started with their planning. Sometimes, the best advice I can give is...