With the wide variety of do-it-yourself will and estate planning options online, many Americans are wondering if they still need to work with an attorney. We are, of course, a
Charitable giving is an admirable way to provide support to worthy causes. Many of our clients, as part of their comprehensive estate plan, have charitable donations bequeathed to organizations close
An executor, called a “personal representative” in Massachusetts, will play a crucial role in the oversight of your estate and the proper execution of your estate plan. The job of
If your loved one has a mental or physical disability, a special needs trust can help both of you navigate complex government benefits and requirements and ensure financial stability. A
“Elder law” is a huge practice area that encompasses a variety of critical issues, like comprehensive estate plans, financial management, short-term and long-term healthcare options, adult guardianship, and conservatorship. The
Many of our clients understand the need to have a basic will in place, but they are unsure about other tools that may empower them to soundly protect their estate
When setting up a revocable trust, you need to be diligent about asset transfers, beneficiary designations and funding formulas. Failure to complete certain steps can prevent the trust from acting
You may already be familiar with the idea of setting an “in case of emergency” contact that displays on the lock screen of your phone to let emergency personnel know
Resist the urge to avoid naming a guardian as part of your estate plan simply because it’s not easy to imagine someone else raising your children. If you don’t, you
An Irrevocable Life Insurance Trust (ILIT) has long been a fundamental tool for managing federal estate tax liabilities. But with a sizable increase in the federal estate tax exclusion, some
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