Have you heard about our Plan Preservation Program? How about the expression “we’re on it like white on rice”? Sounds like I may need to elaborate… Estate planning is not ‘One and Done.’ It’s not something you get to check off your task list for good. In fact, visiting with your attorney to make sure […]
Tag Archives | estate planning
Routine changes and updates to our laws are only one reason you should be reviewing your estate plans regularly with your attorney. There are numerous ways an estate plan can fail without regular ‘maintenance’ checks:
The proliferation of online estate planning tools may give you the sense that your will consists of a whole list of blank spaces, into which your attorney inserts names of your choosing, and out spew your legal documents. Like a fancy, binding game of Mad Libs. The reality is – your will, and the process […]
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 […]
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 […]
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. […]