What Are the Most Important Estate Planning Triggers?

Certain events in your life should prompt you to update and re-evaluate your existing estate plan. Examples of these are outlined below, although it’s also a good idea to schedule an annual meeting with an estate planning lawyer to make sure your plan is up to date. Getting Married You and your future spouse should… Read More »

Healthcare Proxy What Do I Need?

Looking for help with your Massachusetts estate planning? One of the most commonly-used documents include a healthcare proxy. Healthcare Proxy Basics Your healthcare proxy agent is the person you enable to make decisions on your behalf related to healthcare if you become unable to do so. Remember that you maintain the right to make your… Read More »

Is an Attorney Necessary for Drafting a Living Trust?

A living trust is a document for estate planning purposes that is created and effective during your lifetime. Also known as a revocable living trust, it allows you to manage your own assets. Creating a living trust is often done for the following reasons: It can help you with avoiding probate; It can help maintain… Read More »

What is Informal Probate in Massachusetts?

As we’ve discussed in one of our blogs in the past, not all assets are subject to probate. Likewise, not all estates must be processed through the formal probate procedures in Massachusetts. In short, informal probate involves very limited court oversight. The process can be expedited if there are no objections by interested parties and… Read More »

What Does a Medicaid Planner Do?

Qualifying for Medicaid is a very complicated prospect. Although Medicaid is a federal program, it is administered at the state level. There might also be different programs within each state and the application and review process is time-consuming. Mistakes made on a Medicaid application or the failure to plan in advance regarding Medicaid qualification can… Read More »