Wealth Preservation Planning Wills, Trusts, & Estate Planning
What a Bypass Trust Actually Does A bypass trust, also called a credit shelter trust, lets a married couple use...
Elder Law & Long-Term Care Planning Wills, Trusts, & Estate Planning
What a Letter of Competency Is A letter of competency is a clinician’s written assessment of someone’s mental functioning, or...
Wealth Preservation Planning Wills, Trusts, & Estate Planning
What It Actually Does A generation-skipping trust is designed to benefit more than one generation while dealing with the tax...
Wealth Preservation Planning Wills, Trusts, & Estate Planning
The Short Answer We would not recommend setting up an irrevocable trust through a standard online document service without individual...
Wills, Trusts, & Estate Planning
The Short Answer Is No An executor generally cannot decide who inherits, and cannot change the shares set out in...
A few weeks ago one of those local coupon mailers landed at my house. The kind with the tacos and...
If you’re trying to plan around a Massachusetts probate, it’s sensible to leave room for a year or more before...
Probate in Massachusetts is the legal process for settling someone’s estate after they die, including establishing who has authority to...
Guardianship & Conservatorship
1. What is the difference between guardianship and conservatorship in Massachusetts? Guardianship and conservatorship are often talked about together, but...
MassHealth Long-Term Care Applications & Renewals
1. Is it too late to do planning if my parent may need long-term care soon? A// Not necessarily. One...
You don’t need to have it all figured out. You just need a guide. Start with one step, and we’ll walk you through the rest.
Wills, trusts, & estate planning
special needs planning
MassHealth long-term care applications & renewals
elder law & long-term care planning
probate & estates
