Category Archives: Estate Planning Attorney
Can You File Your Will With The Court Ahead Of Time In Massachusetts?
A will is one of the most important legal documents that you have. When you pass away, your last will and testament helps to provide the roadmap for how your property and assets should be handled. Your survivors—particularly the executor of your will (now called a Personal Representative under Massachusetts law) —must file the… Read More »
Where Should I Keep A Copy Of My Estate Plan?
As an adult in Massachusetts, you should have a comprehensive estate plan in place. Estate planning is important. It is crucial that your family, friends, and other loved ones know how to access your estate plan when the time comes. This raises an important question: Where should I keep a copy of my estate… Read More »
How Do I Identify My Estate Planning Goals?
Are you working to develop your estate plan? Estate planning is important. It is also a fundamentally personal process. Your estate plan is your opportunity to achieve your goals. This raises an important question: How do I identify my estate planning objectives? The answer is that you should take time to evaluate your specific… Read More »
Know The Advantages Of A Revocable Living Trust
Are you considering setting up a revocable living trust as part of your estate plan? A revocable living trust is one that you can alter or even terminate at any time and for any reason—while still protecting certain selected assets from the probate process. Many people and families can benefit from these types of… Read More »
Four Estate Planning Tips For New Parents In Massachusetts
Are you a new parent or soon-to-be new parent in Massachusetts? It is an exciting time that can also be stressful. Estate planning may not be at the forefront of concerns. At the same time, it is crucial that new parents put an estate plan in place. It does not have to be complicated… Read More »
Can You Name Multiple Beneficiaries In Your Will
Are you writing or revising your Will in Massachusetts? You may be wondering: Are you allowed to name multiple beneficiaries in your Will? The answer is a clear and resounding “yes”—your Will is your opportunity to exercise control over your estate. You can name as many (or as few) beneficiaries as you like. Everyone… Read More »
Bank Accounts And Estate Planning: A Guide
According to the most recent data from Consumer Affairs, the average American adult has 5.3 bank accounts. The figure includes checking accounts, savings accounts, and money market accounts. Your bank accounts are an important part of your estate. With the right plan in place, you can set your family up for a smooth, efficient… Read More »
Three Things You Should Do To Ensure Your Health Care Wishes Are Respected In Massachusetts
Incapacity planning is an important part of estate planning. The risk of incapacity is very real—and it is one that too many people do not think about. According to a study cited by the National Institutes of Health (NIH), approximately 56 percent of Americans are incapacitated during the last month of their life. Even… Read More »
Can A Person Make A Will If They Are Under A Conservatorship In Massachusetts?
There may be a time when an elderly or otherwise vulnerable person is not in a position to manage his or her own affairs. This person may be placed in a conservatorship. A person under a conservatorship cannot write or revise a will. Here, our Boston estate planning attorney explains the key things to… Read More »
Can You Use A Will To Leave A Conditional Gift?
A will is your opportunity to control what happens to your estate. You can use it to leave money and property to your chosen heirs. You may be wondering: Can I use my will to leave a conditional gift? The short answer is “yes”—though, not all conditions are enforceable and a trust is often… Read More »