Mar
21

The Reluctant Estate Plan Client

The greatest challenge I face in my estate planning practice is motivating clients to follow through with an estate plan. I have seen firsthand the financial and emotional toll on families when the proper planning is not done. Yet as much as I try to educate clients and potential clients about how proper estate planning… Continue reading »

Oct
25

Estate Planning for Disabled Children

If your family includes a disabled child or grandchild, there are special considerations when making an estate plan. A primary concern is to assure that that the disabled child (minor and adult) is provided for financially, so that he or she has an adequate quality of life and standard of living. There are two types… Continue reading »

May
06

When and How to Change Your Will

Many people assume it is easy to change their Will; just take out a pen and make the changes you want then file it away for safe keeping. But in reality, a Will may be changed or revoked only by following specific procedures. These are generally best done with the assistance of an attorney. Massachusetts… Continue reading »

Feb
03

10 Things Estate Planning Can Do for You

1. Provide for your immediate family. 2. Provide for other relatives who need help and guidance. 3. Get your property to beneficiaries quickly. 4. Plan for incapacity. 5. Minimize expenses. 6. Choose executors/trustees for your estate. 7. Ease the strain on your family. 8. Help a favorite cause. 9. Reduce taxes on your estate. 10.… Continue reading »