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...
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...
