Wills, Trusts, & Estate Planning
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,...
Elder Law & Long-Term Care Planning Wealth Preservation Planning Wills, Trusts, & Estate Planning
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...
Wealth Preservation Planning Wills, Trusts, & Estate Planning
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...
Elder Law & Long-Term Care Planning MassHealth Long-Term Care Applications & Renewals
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...
Wealth Preservation Planning Wills, Trusts, & Estate Planning
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...
Elder Law & Long-Term Care Planning MassHealth Long-Term Care Applications & Renewals
Can I Give Money to My Adult Children Without Affecting MassHealth?
You can give money to your adult children, but a gift may affect eligibility for MassHealth long-term-care benefits if it...
Wealth Preservation Planning Wills, Trusts, & Estate Planning
Can You Sell a House in an Irrevocable Trust in Massachusetts?
A house held in an irrevocable trust can often be sold in Massachusetts, provided the trustee has the necessary authority...
Wealth Preservation Planning Wills, Trusts, & Estate Planning
What Is a Step-Up in Basis, and Should I Gift My House to My Children?
A step-up in basis can substantially reduce the capital gains tax your children face when they sell inherited property. It...
Wills, Trusts, & Estate Planning
What Happens to Someone’s Debts When They Die in Massachusetts?
When someone dies in Massachusetts, their debts generally become obligations to address through the estate, rather than bills their children...
Wills, Trusts, & Estate Planning
Who Keeps the Original Will in Massachusetts, and What if It Can’t Be Found?
The original will may be kept by the person who signed it, held by an attorney who has agreed to...