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...
Can the Executor of a Will Also Be a Beneficiary in Massachusetts?
Yes, the executor of a will can also be a beneficiary in Massachusetts. It is common to name a spouse,...
Can You Use a Lady Bird Deed in Massachusetts?
A Lady Bird deed is not a recognized estate planning option in Massachusetts, so you shouldn’t rely on one to...
How Should My Financial Advisor and Estate Planning Attorney Work Together?
Your financial advisor and your estate planning attorney should work together, with each taking responsibility for the advice they are...
Can I Pay a Family Member to Care for Me in Massachusetts?
You can pay a family member to provide care in Massachusetts, but the arrangement should be documented and handled as...
What’s the Difference Between a Homestead Declaration and an Asset Protection Trust?
A Massachusetts homestead declaration and an asset protection trust address different legal risks, even though both may come up when...