The challenge with family legal planning, or estate planning as they call it, is that it relies on a plan that protects your family at an unknown time, under unknown laws, utilizing unknown assets for an unknown family situation to accomplish unknown goals. And while we don’t know when you’ll need it, we know your […]
Tag Archives | estate planning
So, you’ve set up a trust because you want to keep things as simple as possible for your family, and allow your house to pass to your children upon your death without any delay. Now that your trust owns your home, here are some things you should know.
If you follow our page on Facebook, then you know our beloved Chief Morale Officer, Octavia “Tavey” Antczak passed away peacefully on Monday, June 25th after a brief illness. A good friend died a couple weeks later, and I envision Tavey greeting her the same way she greeted clients in our office for years. Releasing […]
Usually I try to write articles that are interesting, fun or at least minimally intriguing. This time, I’ll get right to the point – there’s been a Major Development in the use of irrevocable trusts for MassHealth (Medicaid) planning. These trusts have been under fire from the Department of Medicaid for years, and we finally […]
Burials are taking their toll on the environment. Casket production, and the chemicals involved in embalming are just two reasons. If you care about the environment during your lifetime, why not also in death?
On May 4th, I became a first cousin, twice-removed. I know. It’s not quite as glamorous as becoming a mom or a grandmother, but that’s what it is. First cousin, twice-removed. Basically, my father’s sister became a great-grandmother for the first time. Ancestry. MyHeritage. Archives. FamilySearch. The world of online genealogical research has exploded recently. […]
The problem today is that while we can make plans for unforeseen future events, we don’t want to get out of our comfort zone and so instead we stay in our safety cocoon. We hem and haw and hope for the best. Maybe even gleefully saying, “What do I care? I won’t be here” to […]
Let’s face it, doing your estate planning, contemplating your demise, sucks. And it’s all the lawyers’ fault. Well, I’m done with that. So done. The legal industry leads with fear, and it’s driving people away in record numbers. We’re losing millions of clients to the world’s largest law firm – the Internet. LegalZoom alone has […]
Meeting virtually through the use virtual conference rooms (also known as free secure web meeting applications), we can meet face-to-face without travel. And no, it’s not cold and impersonal! We can meet, confidentially, see and hear each other, share documents, and more. You can use any computer with a camera and microphone, or even a […]
We know that 100% of people aren’t getting out of here alive. Even with that Universal Law, there is so much anxiety around planning for our inevitable exit. And there doesn’t have to be! One question that always comes up around estate planning is “Do I need a Will or a Trust?”