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...
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...
