Category Archives: Estate Planning Attorney
What Makes A Will Legally Valid In Massachusetts?
Do you have a will? You should. Every adult in Massachusetts can benefit from not only drafting a will, but from setting up a comprehensive (personalized) estate plan. This raises an important question: What do you need to do to make a will legally valid? Here, our Boston estate planning attorney provides an overview… Read More »
Should I Create A Living Will?
As we age, estate planning becomes ever more important. A well-constructed estate plan can protect you, your family, and your finances—no matter what tomorrow brings. A Living Will is often a key estate planning document. You may be wondering: Do I need a Living Will? Here, our Boston estate planning attorneys answer the question… Read More »
Estate Planning In Massachusetts: What Is A Testamentary Trust?
A well-structured estate plan should be comprehensive. It should prepare you and your family for the future—no matter what might happen. Most people in Massachusetts can benefit from setting up a trust. There are several different types of trusts. A testamentary trust is a trust that you can create with your Will. In this… Read More »
Can You Use Power Of Attorney (POA) To Revise Or Revoke A Will In Massachusetts?
Every adult in Massachusetts should have a comprehensive, well-rounded estate plan in place. A Will is a foundational document in any estate plan. Other documents—including a Durable Power of Attorney ( a “DPOA” or “POA”)—are also key parts of an estate plan. You may be wondering whether the person named in the DPOA, which… Read More »
Is Your Child A Current Or Soon-To-Be College Student? Four Reasons That You Should Help Them Set Up An Estate Plan
While every adult should have a comprehensive estate plan, the vast majority of adults, young and old, do not have one. A recent survey found that 8 in 10 adults under 40 lack a Will. If you are the parent of a college student or soon-to-be college student, helping them create a simple estate… Read More »
Estate Planning In Massachusetts: Five Things You Might Not Know About Beneficiary Designations
An estate plan should be comprehensive. Beneficiary designations are an important part of an estate plan. Investopedia explains that a designated beneficiary is simply “a person who has been named to inherit an asset.” Proper use of beneficiary designation can simplify the estate planning process and put you and your family in the best… Read More »
How Should Parents Talk To Their Children About Estate Planning?
Estate planning is about preparing yourself, your family, and your assets for the future. A proper estate plan should be legally compliant—that is to say that you need all of the right documents in place. At the same time, effective estate planning is also about more than what is down on paper. Communication is… Read More »
Estate Planning In Massachusetts: Should I Appoint A Health Care Proxy?
What goes into an estate plan? A good estate plan should be comprehensive and customized to meet a person’s unique needs and goals. Health care planning is an important aspect of an estate plan. You may benefit from putting a health care proxy in place. Within this article, our Boston estate planning attorney discusses… Read More »
Why Communication Is A Key Part Of Estate Planning
Setting up an estate plan is one of the most important things that you can do to protect your future. Despite the importance of having a tailored and comprehensive estate plan, , the AARP estimates that 60 percent of individuals living in the United States lack these essential documents. Many people believe that it… Read More »
Estate Planning In Massachusetts: Can You Leave Money Directly To A Minor?
Did you know that many people lack an estate plan? According to data in a survey cited by the AARP, 60 percent of American adults do not have an estate plan in place. If you have an estate plan, you are ahead of most people. That being said, an improperly designed or outdated estate… Read More »