Before walking down the aisle and saying I do, there are several different steps you can take to set yourself off on the right foot in your new marriage. These five tips are essential for the engaged. Put Together a Budget A budget is essential especially if you are combining finances and living together for… Read More »
Posts By Author: Tiffany O'ConnellPage 37
Are You Making the Number One Estate Planning Mistake?
If you’ve done your due diligence to set up a meeting with an estate planning attorney, this is an important first step towards protecting your future. That being said, too many individuals fail to also keep their beneficiaries updated on a regular basis. Many different assets allow beneficiary designations such as pensions, life insurance, bank… Read More »
Most Common Tools Used in the Estate Planning Process
If you are finally ready to accomplish your estate planning but you are not sure what strategies or tools you need to help you, there are several common instruments that may be beneficial depending on your individual needs. These include a will, a living trust, a pre-nuptial agreement, a healthcare proxy, a living will, a… Read More »
Are You Making the Number One Estate Planning Mistake?
If you’ve done your due diligence to set up a meeting with an estate planning attorney, this is an important first step towards protecting your future. That being said, too many individuals fail to also keep their beneficiaries updated on a regular basis. Many different assets allow beneficiary designations such as pensions, life insurance, bank… Read More »
What You Should Know About Charitable Trusts
If you are intending to leave assets behind to a charity, you should consider working directly with an experienced estate planning attorney to help make sure your gifting is done in the way you want. For example, charitable contributions to a trust allow you to pass on assets to a charity but also have significant… Read More »
92 YEAR OLD SUMNER REDSTONE RULED COMPETENT TO CHANGE HEALTH CARE PROXY
On May 9, 2016, Los Angeles Judge David Cowan interrupted what had been scheduled as a lengthy trial to rule that a videotaped deposition of Sumner Redstone, age 92, proved that he was mentally capable of replacing his 51 year old girlfriend, Manuela Herzer, as his Health Care Proxy. Ms. Herzer had contended that Mr…. Read More »
The Benefits of Special Needs Trusts
If you have a loved one who has special needs, then it is imperative that you consult with an estate planning attorney as soon as possible about all of your options. This is because individuals providing assistance to those with special needs have certain considerations that should be evaluated by a knowledgeable Massachusetts estate planning… Read More »
Make Sure to Include Estate Planning in Your Spring Cleaning
If you have already completed the general process of estate planning, when did you do so? Where are those documents stored? Does your family know where these documents are located? Estate planning is something that should be reviewed every year as well as when any major life event happens like a birth, death, divorce, or… Read More »
Why Single Individuals Need Estate Planning, Too
It is a misconception that if you are single you do not need to be concerned with conducting your estate planning in Massachusetts. This is because the makeup of the society has changed significantly in the past several decades and single individuals should be just as concerned about planning ahead for their future as those… Read More »
In Massachusetts, Is My Living Will the Same Thing as a Do-Not-Resuscitate Order?
When preparing for estate planning, it’s easy to become confused by the numerous legal terms involved in this process. Your living will and a Do-Not-Resuscitate order are not the same thing, so read on to identify what makes each one unique. Your living will gives official guidance to an appointed authority agent known as your… Read More »