Feb
28

“The times they are a-changing”

Ever since Donald Trump was elected President, I noticed an increase in activism. A day has not gone by in which I am not engaged in conversation about a Trump Policy. I realize that I was not concerned about the position I took or the position of the person I was talking with, but rather… Continue reading »

Jan
31

Do You Know What’s In Your Will?

Before you signed your Last Will and Testament, did you read it carefully? Do you know and understand the contents of your will? Does your will reflect your wishes today for the disposition of your assets? The language in a will is not always easy to follow or comprehend, but there is a reasonable expectation… Continue reading »

Sep
27

Misclassifying Workers as Independent Contractors

Massachusetts has one of the most employee-friendly independent contractor laws in the United States. Under the Massachusetts Independent Contractor Law, which is also stricter than federal law, Massachusetts General Laws, Chapter 149, Section 148B, a worker will be considered an employee unless the employer can show that all three prongs of the independent contractor test… Continue reading »

May
24

A takeaway from Prince’s death: Do not die without a will

Prince is the latest celebrity to die without a will. To many of us it was shocking that this music legend did not leave instructions on how to administer his vast fortune. When celebrities die without a will it makes headline news. Despite the fact that about 50% of Americans die every year without a… Continue reading »

Mar
13

Successful Planning for a Successful Future

The more I work with companies as a partner, and the more I think about their business goals and apply my many years of experience to provide advice based on principled thinking that not only has their back, but their future, too, the more I realize that many practitioners never urge their clients to review… Continue reading »

Oct
11

Highlights of the Newly Enacted Uniform Trust Code

On July 8, 2012, Massachusetts enacted the Uniform Trust Code (UTC), which codifies the existing laws pertaining to trusts, but also clarifies, simplifies and modernizes the rules governing the administration of trusts. Massachusetts joins more than twenty states in adopting the UTC with the intent of providing trustees with greater flexibility in the administration of… Continue reading »

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 »