When it comes to assisted living options, there are several different kinds of ways that you can move an elderly loved one into a facility that allows them to live an independent lifestyle while still getting the support that they need. One such example is a private apartment. Many assisted living facilities all over the… Read More »
Posts Categorized: Estate Planning
Retiring in Massachusetts? Match Your Plans with Your Estate Goals
Are you planning to retire in Massachusetts in the next few years? It’s a good reason to set aside some time for a chat with an MA estate planning lawyer to discuss how your estate and retirement plan align. Unfortunately, Massachusetts has earned somewhat of a reputation for being an unappealing state of residency for… Read More »
How to Start Estate Planning with Beneficiaries and a Will
You might have already completed some of the estate planning process without realizing. If you have a retirement savings account or a 401(k), you’ve probably already established a beneficiary designation form. This gives instructions to the company about who is eligible to receive the assets inside this account if something happens to you. Beneficiary designations… Read More »
Avoiding Claims of Undue Influence in Your Estate Planning
An allegation of undue influence can greatly slow down the probate process and make it more challenging for your intended heirs to receive the assets that you wanted them to have. There are a few best practices to have in mind when sitting down with your local estate planning lawyer to discuss how to avoid… Read More »
An Attorney Needs to Review Your POA Document
Has a person you know asked you to execute a power of attorney naming that individual as your agent? Make sure that you don’t sign this document without first having your own estate planning attorney to review it. Although this is a very popular legal tool and one that you should certainly have in your… Read More »
Saving a Loved One from Challenges After You Pass Away
One of the most common reasons that people neglect the estate planning process is because they don’t wish to discuss the topic of death. It can certainly feel morbid and very difficult to talk to your loved ones about what might happen if you are no longer around but it can simultaneously be one of… Read More »
Creating a Lasting Legacy for Causes and People You Care About
Careful planning now when it comes to your estate can go a long way towards establishing your goals and ensuring that your wishes and desired philanthropic causes are supported later in life and in future generations. What’s your legacy? What do you hope that other people remember about you when you’re not around? One of… Read More »
Why Does Hiring the Right Estate Planning Attorney Make a Difference in Reducing Family Friction?
Discussions around mortality and estate planning are difficult to start with but if you don’t have the right estate planning lawyer guiding you through that process it can be made unnecessarily difficult. Scheduling a consultation with the right estate planning lawyer can help you to identify the steps that you need to take and open… Read More »
How to Use a Personal Property Memorandum with Your Will
When you sit down to create your will, this is probably driven primarily by your desire to decide who will be appointed as the guardian for your minor child and who will receive your property when you pass away. Part of this decision-making process, however, is about how much detail you intend to go into… Read More »
Protect Your Children by Planning for Your Estate
As a parent, it’s one of your primary goals to protect your children as much as you can. Unfortunately, far too many parents overlook the aspects of estate planning that should be considered as part of this overall view on protection. Inappropriate planning can lead to devastating consequences for your loved ones and proper planning… Read More »