In addition to deciding who gets what when you die, you have key roles to fill that deserve thoughtful deliberation as part of the estate-planning process, experts say.In addition to choosing an executor — the person who ensures your wishes are carried out and that your estate is settled — it’s wise...
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Estate Planning Blog – Surprenant, Beneski & Nunes
What’s More Expensive Than an Estate Plan? Regret.
Failing to complete your estate plan may not be among the top 5 lifetime regrets but it can certainly have the same impact.
Estate Planning is one of these tasks that often fall under “discretionary spending,” and because it has the stigma of having to contemplate your own death,...
AgingCare Article: Estate Administration: Know What to Do When a Loved One Dies
The strong emotions that come with a love one’s passing are often followed by bewilderment when survivors realize all of the financial and legal steps they must take to settle their affairs. The spouse who passed away may have handled all of the couple’s finances, leaving the other uninformed and overwhelmed. Or...
National Institute on Aging Article: Aging in Place: Growing Older at Home
"The stairs are getting so hard to climb."
"Since my wife died, I just open a can of soup for dinner."
"I've lived here 40 years. No other place will seem like home."
These are common issues for older people. You may share the often-heard wish—"I want to stay in...
Kiplinger Article: 6 Estate-Planning Mistakes Celebrities Made
As if dying isn't bad enough, imagine your ex (your no-good, lying, cheating ex!) rolling in all the money you left behind. And, worse, your beloved family fighting it out in court to get what they can. Time to update your estate plan, right?
Indeed, outdated documents, beneficiary blunders and...
Situations that Make Having a Skilled Estate Planning Attorney Essential
In some situations, we can handle matters without calling in a credentialed professional. For example, many, or even most, of us can, prune a hedge, help our young child with homework, or bandage a small cut. Nonetheless, the vast majority of us would have to contact an expert to take down a...
MassHealth for Long-Term Care in MA
If you are over 65 years of age or have a loved one who is, you may be considering a future that includes long-term care. And you’re not alone: the majority of Americans will need nursing care, either at home or in a nursing facility, at some point in their lives.
Why 30-Somethings Should Consider Estate Planning
Estate planning, like building a career and deciding where and how you want to live, is a necessary part of sound decision-making and, as such, is taken seriously by young adults. By the time you have reached your thirties, there’s a good chance that you have chosen a career path, found a...
Kiplinger Article: 5 Tips to Start Your Estate Planning Today
No matter your age or financial situation, you need to be financially prepared for the inevitable.
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Estate planning can seem daunting and overwhelming. It may even conjure up negative emotions for some. Perhaps that's why an estimated 64% of Americans don't have a will or any...
Advanced Directives
Though many of us would prefer to avoid it, recent events have increased our awareness of the importance of Advanced Directives, also known as Living Wills.
An Advanced Directive is an expression of your wishes regarding your health care in the instance of incapacity and/or end-of-life decisions. If you...