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
How does divorce affect your estate plan in Massachusetts?
Divorce Changes Your Plan, but Doesn’t Finish It Divorce changes your estate plan, but it does not finish the job...
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 to your...
Elder Law & Long-Term Care Planning MassHealth Long-Term Care Applications & Renewals
Do I have too much money to qualify for Medicaid MassHealth?
Do I have too much money to qualify for Medicaid MassHealth? The Answer might surprise you… One of the most...
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...