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...
Jul 2, 2021 | Advanced Directive, Living Will
The term Living Will is incredibly misleading and confusing as it has nothing to do with a Last Will & Testament (a/k/a Will). A Living Will also has NOTHING to do with a Living Trust. So what is a Living Will? Here’s another self-important phrase – Advanced...
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...
