Estate Planning

Managing Your Favorites in Your Estate Plan

When it comes to creating your estate plan, how do you decide who to name as fiduciaries? How do you determine how to dispose of assets when you have favorite relatives? These are common issues that typically arise in situations …

Top Six Things to Consider When Planning for Blended Families

The increase in divorce rates in the U.S. has resulted in a greater number of blended families. Blended families tend to give rise to unique estate planning circumstances and opportunities. The following should be considered when planning for blended families:…

I Don’t Have to Worry About Estate Taxes… Right?

You do not need to be exceedingly wealthy to be impacted by the estate tax. Many of our clients are surprised to learn that tax is imposed on Massachusetts estates exceeding $1 million in value. When considering a home, retirement …

Power of Attorney for My Incapacitated Parents – What Are Our Options?

A sensitive and often complicated conversation that individuals have with their aging parents relates to protective measures in the event of the parents’ incapacity. A power of attorney and the variations of such concerning the relinquishment of financial control require …

Too Young for an Estate Plan? Think Again

For young adults, the inevitable is typically not at the forefront when it comes to making future plans, precluding many from giving any thought to what may happen to their assets on death. In reality, all young adults should have …

Can a Prenuptial Agreement Protect My Assets After Death?

In terms of would-be celebrations, no one was more upset about COVID-19 than the couples whose weddings were derailed by a year or more of pandemic-induced delays. For those who survived quarantining together and still like each other enough to …

Beware of These Common Estate Planning Scams

Estate planning offers are everywhere – on television, on the internet, through phone solicitations, and even through in-person presentations (albeit less so with the COVID-19 pandemic). So how do you ensure that your intentions are captured in your estate planning …