Aug 4, 2022 | Estate Planning
Folks often think of estate planning as something to consider in one’s 40s, 50s, 60s, or beyond. However, preparing an estate plan with your lawyer at any age is a good idea – even for your college-bound 18-year-old. Even though your child still feels like...
Apr 18, 2022 | Estate Planning
When a loved one passes on, their friends and family are often left confused and heartbroken. Most families want the space and time to process. However, folks processing the loss of a loved one are also faced with the tedious, confusing process of estate...
Apr 1, 2022 | Beneficiary, Estate Planning, Wills
I work with many families who own real estate in a variety of capacities…home, vacation home, income properties, etc. Many want to leave the property to one or more of their children, or other heirs. That is a minefield! “A whopping 68% of people say they...
Nov 23, 2021 | Estate Planning, Health Care Proxy, Wills
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...
Oct 21, 2021 | Advanced Directive, Estate Planning, Health Care Proxy, Living Will, Trusts, Wills
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...
Sep 20, 2021 | Beneficiary, Estate Planning, Trusts, Wills
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...
