Mar 1, 2024 | Estate Planning, Kerry Reilly, Wills
Even an esteemed lawyer like a former Chief Justice of the Supreme Court should seek out an estate planning lawyer. We don’t always know “what we don’t know.” While clarity and brevity are to be admired and encouraged, especially when legal writing is involved,...
Aug 11, 2023 | Estate Planning, Kerry Reilly, Wills
August is National Wills Month according to the American Cancer Society. As estate planners we are always grateful when attention is brought to this crucial document, but an estate plan is more than just a Will. An “ESTATE PLAN”….sounds complicated and a bit...
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...
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. ...
Feb 2, 2022 | Beneficiary, Trusts, Wills
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...
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...
