Tag Archives | estate planning

Little Business Woman

Goals First, Solutions Second

Estate planning is not a one-size-fits-all exercise. It’s not even a one-size-fits-most. This is how most people think estate planning goes: You meet with an attorney. They take an inventory of your family and your stuff. They hand you a big pile of documents based upon your inventory. Then they send you the bill. No […]

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How Long Has it Been Since You…

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 […]

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R.I.P. Tavey – When We Lose a Pet

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 […]

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ALERT: Irrevocable Trust Law Change

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 […]

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I’m a First Cousin, Twice-Removed!

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.  […]

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Estate Planning Sucks

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 […]

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estate planning

Meeting Face-to-Face – In Different Cities. Technology Is Changing How You Meet Your Attorney

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 […]

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