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...
Aug 11, 2021 | Deborah Danger, Estate Planning
I have friends who keep “go bags” next to their front door. I first heard the term when the Boston Marathon Bomber was suspected of lurking in a nearby neighborhood. A friend packed his “go bag” full of essentials in the event he was evacuated from his...
Jul 6, 2021 | Deborah Danger, Estate Planning
The upheaval of COVID-19, and the gradual return to “new normalcy” have brought many changes to my estate planning practice, including an uptick in out-of-state moves by my baby boomer and senior clients. Several are now buying homes in or outside Massachusetts, where...
