Family By Choice

Family By Choice

“All to my spouse, then in equal shares to my children,” or “all to my children in equal shares.” This is a common set of instructions we estate planners see with our clients. What if we don’t have a spouse, or children? What if we don’t have siblings, or aren’t...
Trusts and Temptations

Trusts and Temptations

In the Boston Globe, on Sunday, February 11, 2024 an article titled “Boom in youth gambling in Mass. fueled by online sports betting apps” (Chris Serres) discussed the disturbing spike in gambling by young people. In that article, “nearly 40% of men ages 18 to 49 have...
Estate Planning Traps & How To Avoid Them

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...
Skip to content