Mar 21, 2022 | Advanced Directive, Blog, Health Care Proxy, Living Will, Trusts, Wills
Now that we are moving back to taking actual vacations, we are likely to be “out of the office” for an extended period of time again…hopefully turning off work-related devices. To that end, we may be dusting off that “out of office” template we’ve used in years past. ...
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...
May 28, 2021 | Beneficiary, Estate Planning, Health Care Proxy, Wills
Tying the knot in Massachusetts does not give each spouse an automatic “all assets default to the surviving spouse,” estate plan. Under Massachusetts Probate laws, if a spouse dies without a Will (or trust) in place, assets, in the name of one spouse only, do not...
