Archive | Estate Planning

Six Biggest Estate Planning Mistakes of #TodaysModernFamilies

Posted in current events, Elder Law, Estate Planning, Legal Documentation, Remote Planning by Tracey Ingle on April 7, 2021

Yes, mistakes happen. It would be unfair to expect every Estate Plan to be perfect. There are always unforeseen circumstances, and things that are beyond everyone’s control.

The Cast That Broke Me

Posted in current events, Elder Law, Estate Planning, Legal Documentation, Remote Planning by Tracey Ingle on February 26, 2021

Yep, I’m in a cast. Having systems in place have made this an easier transition, and can make the difference between that uneasy feeling that your attorney is flying by the seat of his pants and kind of winging it versus feeling confident that your attorney is an expert, knows exactly what she’s doing and […]

The Estate Plan Stages Everyone Goes Through, for #TodaysModernFamilies

Posted in current events, Elder Law, Estate Planning, Legal Documentation, Remote Planning by Tracey Ingle on November 9, 2020

There are many reasons to create an Estate Plan. Here are the most common Estate Plan Stages today’s modern families will face.

Estate Planning and Elder Law are My Calling

Posted in current events, Elder Law, Estate Planning, Legal Documentation, Remote Planning by Tracey Ingle on August 19, 2020

I thought I’d get a little more personal by telling you why I became an estate planning and elder law attorney. It’s a great question that I get asked a lot. I’m not in this for the trappings. Let me tell you about what I am all-in for…

No Barriers to Estate Planning! Massachusetts Adopts Remote Notarization

Posted in current events, Estate Planning, Legal Documentation, Notarization, Remote Planning by Tracey Ingle on April 26, 2020

Estate planning in the days of coronavirus and COVID-19 has been challenging, but not for the reasons you might think. At Ingle Law, we’d already been working remotely when stay-at-home orders started being issued. In early 2019, we put into place an efficient system to support you to keep the planning and implementation process as […]

Planning Your “Go Bag” – 11 Essentials

Posted in current events, Elder Law, Estate Planning, Hospital Care by Tracey Ingle on April 16, 2020

When you’re sick, the last thing you want to have to think about is what to bring to the hospital. Surely a family member or loved one will bring you what you need. And at any other time in history, that would probably be the case. But this is not that time.

Estate Planning: The Right Umbrella for When It Feels Like the Sky is Falling

Posted in current events, Elder Law, Estate Planning, retirement planning by Tracey Ingle on March 25, 2020

In crazy times, estate planning can be the grounding force you need. Corona-virus is wreaking havoc around the world. The stock market is tumbling. St. Patrick’s Day festivities… canceled. Stay-at-Home advisories and orders. And as if that weren’t enough, Tom Brady broke up with New England via Twitter.

Family. Retirement Accounts. Taxes. Oh My! – New SECURE Act

Posted in Elder Law, Estate Planning, retirement planning by Tracey Ingle on February 28, 2020

Coffee in hand, I sit down to my laptop to start my day. My inbox is overflowing with emails from colleagues and trusted advisors. I’m seeing it in my Facebook feed and all over LinkedIn. If you’re like me, you’re drowning in information about this new SECURE Act. As I see it, the Act has […]

Estate Planning – Healing for the Soul

Posted in Estate Planning by Tracey Ingle on November 4, 2019

It’s hard to bring ourselves to do something we know is important, but that we don’t know how to go about doing, and it feels like we should. I envision someone at the breakfast table, coffee in hand, contemplating the day. “I really need to get this done. I can’t believe I haven’t done anything […]

Word, writing Self Care. Business concept for Taking caring for own Health written on book note paper on the wooden background. With attached today sign. Office top view.

What if Estate Planning = Self-Care?

Posted in Estate Planning by Tracey Ingle on September 16, 2019

Every single adult is entitled to these basic legal protections we call estate planning. You’ve heard me ‘rant’ more than once that we need a different way to think about and talk about estate planning. And while I don’t have different vocabulary yet, I can definitely suggest lots of different ways to think about it.

1 2 … 6 Next →

Testimonials

L.M., Holliston, Mass.
Thank you for all of your help in the handling of my mother's estate. I know it wasn't an easy one to close.
L.I., Holliston, Mass.
I just wanted to thank you for all you have done to help me with Dad. I don't know how I would have been able to deal with everything alone. I just want you to know I appreciate it very much.
P.C., Bolton, Mass.
I always sing your praises when the subject of estate planning or Medicaid come up. My sincerity must come through because I truly was impressed with your handling of my own case. Thanks so much.
A.C., Concord, Mass.
Thanks for the multiple updates! The entire matter could be sit-com material if it wasn't real. I like the way you are handling it!
B.G., Sudbury, Mass.
You made a bewildering task comfortable for us with your detailed explanations, inexhaustible patience and easy manner. I especially appreciated your thoughtfulness in working with my Mom and the graciousness with which you addressed the two changes made to the carefully crafted plan. I will look forward to working with you again, not only with Mom's needs, but as my husband and I review our own plans. Thank you.
E.C., Marlborough, Mass.
Thanks for your help. We'll see you again I'm sure.
N.S., Winthrop, Mass.
You have made my year a little easier. Thank you for all your help.
Financial Advisor, Hudson, Mass.
Thanks again for the comfortable, caring approach you use as you deal with important life continuation issues.
B.W., Framingham, Mass.
Tracey! Many thanks for bringing so many pieces of the puzzle, for your non-anxious presence, for the complex gleam in your eye which at a minimum includes intelligence, humor, clarity, experience, eagerness to help and friendship and for conversations just begun. Thanks! Peace and blessings.
P.P., Lee, Mass.
I want to thank you for your help with my perplexing situation back in January. I'm so happy that I thought to tell the woman who called that I would to talk with my lawyer. As always, you did a very nice job of handling all the details with myself and all the contacts related to the situation. Thanks for all your good help.
D.D., Marlborough, Mass.
Thank you so much for helping me at a time I really needed it. I hope you will always be successful because you are a kind person who has insight to put an elderly client at ease.
C.R., Hudson, Mass.
On behalf of [our Church], I would like to extend a sincere "Thank you!" for your participation in the health fair. Not only did you give a very informative and helpful presentation, but you also extended yourself and helped with the projector as well as helping the other presenters get set up. All above and beyond the call of duty, but I am very grateful for all of your assistance and expertise. There was much learned after actually hosting this type of venue for the first time. I hope that if we run this type of event next year that you would like to be involved.
S.M., Newton, Mass.
Thank you again for all your excellent work on my Dad's probate estate.
S. & J. W., Southborough, Mass.

There were several things that were beneficial in working with Attorney Ingle including her ability to simplify complicated concepts so the average person could understand them and an ability to put the client at ease when discussing private, personal issues. She was willing to explain things without making me feel ignorant. We now have the peace of mind in knowing that we have put out finances in order in a manner that will hopefully be beneficial to not only us but our children as well.
L.B., Framingham, Mass.
At first I was reluctant to be interviewed for my Legacy Story but thank you for doing it. I listened with interest and tears. A great legacy, so thanks again.
S.M., Newton, Mass.

Attorney Ingle was fearless in taking control and although considerate and attentive to my concerns, she let me know when my thinking was incorrect or not useful. I felt at ease and confident in her knowledge of law and organization skills. While her rates may appear relatively high, her trustworthiness, efficiency and disinclination to waste time in frivolous litigation actually saved money. Having worked with several attorneys when this same "opponent" was involved, this experience was 100% calmer for me while my "opponent" remained frustrated.
R.S., Framingham, Mass.

I like that you were autonomous and took a load off of my mind and to do list. My aunt's estate was a confused mess. You dug through the piles of paperwork and brought order to it. I felt that I was supported by a team. You guys did a great job with a tough estate. I never worried about hot it was being handled.
R.H., Framingham, Mass.

I liked the professional and warm atmosphere of the firm. I felt comfortable that my needs were being considered. I've worked with other attorneys before, but working with Ingle Law was more personal. Thank you.

Navigation

Estate Planning and Elder Law

Puzzles Worth Solving