Wills, Trusts, & Estate Planning
Why do estate planning costs vary so much in Massachusetts?
Two Massachusetts estate planning quotes can cover very different work. What to compare beyond price: strategy, trust funding, tax planning and reviews.
Wills, Trusts, & Estate Planning
What should a surviving spouse do with the estate plan after a death in Massachusetts?
After a spouse dies in Massachusetts, the joint plan has to be carried out and yours updated: trust steps, estate tax, portability and beneficiaries.
Wealth Preservation Planning Wills, Trusts, & Estate Planning
Should rental property be held in an LLC, a trust, or both in Massachusetts?
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.
Wealth Preservation Planning Wills, Trusts, & Estate Planning
What estate planning does a dentist, physician, or other practice owner need in Massachusetts?
Own a dental, medical or other professional practice in Massachusetts? Why your estate plan needs a practice transition plan, not just a will.
Elder Law & Long-Term Care Planning Wills, Trusts, & Estate Planning
Can someone acting under a power of attorney make gifts or change beneficiaries in Massachusetts?
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
Can a trustee also be a beneficiary of a trust in Massachusetts?
Yes, a trustee can also be a beneficiary in Massachusetts. What the duties of impartiality and loyalty require when you serve in both roles.
Wills, Trusts, & Estate Planning
Will I actually meet with an attorney when I hire a Massachusetts estate planning firm?
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
Will my Massachusetts estate planning lawyer contact me to review my plan after it is signed?
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
Will my Massachusetts estate planning lawyer actually put my assets into my trust?
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 can I avoid surprise bills when hiring an estate planning lawyer in Massachusetts?
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.