In the News
The Name Change Process Carries Its Barriers
People have many reasons to legally change their name. For some, it could be that they simply want a different name than the one they were born with, or they could have divorced a long time ago and never bothered to change their name. For transgender,...
The Domino Effect & Estate Planning
If you’ve built an estate plan, whether simple or complex, it’s built on certain goals and wishes. If any action is taken outside of the plan, involving the people/organizations named in the plan, accidentally or on purpose, your estate planning dominoes may start to...
Leaving Massachusetts – COVID Accelerated Change of Address
Over the last almost 24 months, a number of my clients have accelerated their decisions to move out of the Commonwealth of Massachusetts. For estate planning purposes, this is a bigger decision than simply a change of address and setting up a home office in a new...
2 Out Of 3 Still Don’t Have Crucial Estate Planning Documents
Caring.com/You.gov 2021 Poll: 34.2% “Haven’t Gotten Around To It” 28.1% “I Don’t Have Enough Assets 1 out of 3 people said that COVID caused them to see a greater need for an estate plan, but 31% of those who saw a greater need didn’t do anything about it. The number...
Estate Planning Traps & How To Avoid Them
Still only about 1/3 of us have a plan of OUR design in place…some of us have started but never followed through. What can this mean for our assets in the future: I don’t need a plan…I don’t have an “estate.” If you have a bank account, a condo/house, retirement...
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