Wills, Trusts, & Estate Planning
What Should Massachusetts Snowbirds Review in Their Estate Plan Before Heading South?
Your Plan Has to Work Where You Actually Are If you spend part of the year outside Massachusetts, your estate...
What Happens When You Inherit an IRA? The Ten-Year Rule Explained
When you inherit an IRA, the withdrawal rules depend on who you are, when the owner died, whether it is...
What Is a Legacy Letter, and How Does It Fit Into Your Estate Plan?
A legacy letter is a personal message that shares the values, memories and hopes you want to leave with the...
What Should the Sandwich Generation Plan For in Massachusetts?
The sandwich generation describes people supporting children while also helping aging parents. The support may be financial, practical, emotional, or...
Can a Nursing Home Evict Someone for Nonpayment in Massachusetts?
A Massachusetts nursing home can seek to discharge a resident for nonpayment in qualifying circumstances, but an unpaid bill does...
How Do Trust Distributions to Beneficiaries Work in Massachusetts?
Trust distributions work according to the trust’s terms, subject to Massachusetts law and the trustee’s duties. Some trusts direct a...
What Does a Successor Trustee Have to Do After a Death in Massachusetts?
A successor trustee takes responsibility for administering the trust under its terms after the event that brings them into office....
How Do You Get Power of Attorney for a Parent in Massachusetts?
Your parent gives you power of attorney by validly executing a document that authorizes you to act. You don’t obtain...
What Should Be on an Estate Planning Checklist in Massachusetts?
A useful estate planning checklist should cover your people, your property, your decision-makers, and the steps needed to make the...
Can Medicare Take Your House in Massachusetts?
Medicare does not take your house simply because it paid for your medical care. Ordinary Medicare coverage doesn’t create the...