The process of estate planning can seem overwhelming and confusing. That’s a leading reason why many people put it off entirely. Starting by simply considering your concerns, your beneficiaries, and your goals, can help you frame up the estate planning questions you may have in the right context. What to Ask Yourself Before Meeting… Read More »
Posts Categorized: Estate Planning
How To Think About Estate Planning as A Gift for Your Family
There’s no doubt that it’s hard for some people to talk about the process of estate planning. It can be difficult to approach your own mortality and to think about finally crossing this off your to do list. However, your process of sitting down and carrying out your estate planning isn’t necessarily just to protect… Read More »
What Does a Will Lawyer Do?
If you’re preparing to set out your intentions for your estate plan in Massachusetts, you may be curious about the services provided by a will lawyer. A will lawyer can assist you with the drafting of this cornerstone estate document, as well as discuss with you some other potential benefits that may be obtained by… Read More »
The Importance of Planning for Late in Life Decline with an Elder Law Attorney
You may be seeing signs of aging and physical or cognitive decline in your loved ones, or you may be curious about the best way to protect yourself in the event this unexpectedly happens to you. Dementia is one of the leading causes of disability for elderly people. Hiring an Elder Law Attorney to Help Getting… Read More »
Have You Stressed Tested Your Estate Plan?
An estate plan should be aligned with your goals as of today, but flexible enough to be adaptable in the future. You can start the estate planning process by thinking about the assets you own and the liabilities you would owe when you pass away, but you also need to ask important ‘what if’ questions…. Read More »
April 16th Is National Healthcare Decisions Day. Is Your Massachusetts Estate Plan Ready?
In Massachusetts, as in many other states, you have the opportunity to document specific wishes regarding your healthcare decisions. You may choose to appoint someone else as your healthcare agent in Massachusetts. This helps you to take control of your health care decisions in the event that you are unable to make these decisions for… Read More »
Spring Cleaning: Your Estate Plan
At the top of your spring-cleaning list should be thinking about ways to clean up your estate plan. If it’s been some time since you first sat down with a knowledgeable estate planning attorney and drafted a plan and the documents that helped to guide your most important decisions and the transfer of your assets,… Read More »
Why Is End of Life Planning So Important?
As you contemplate the concept of your estate plan, you may think mostly about how to pass on the assets you’ve accumulated during your life to your loved ones. This can include considerations around taxes, who is most responsible for receiving lump sum benefits and who may need additional control, such as assets placed inside… Read More »
What Is a Health Care Proxy?
There are many different terms used in relation to the estate planning and incapacity planning process. You may create these documents by working with a qualified estate planning attorney. As people age, their health care needs shift and may increase. By 2040, the number of Americans who are aged 65 and above will increase to… Read More »
Two Important Annual Tasks to Support Your Estate Plan and Your Overall Finances
Every year, you should look at your overall financial picture while you begin to gather your documents and materials for filing your taxes. Completing these two tasks earlier on in the year often amounts to better tax efficiency. Working with your financial advisor, any other financial team members like your CPA, and your estate planning… Read More »