The coronavirus pandemic has been a wakeup call for everyone. Many residents of Southeastern Massachusetts have seen their financial security disrupted. Others have realized that they are not prepared for long-term incapacity should they contract the coronavirus. The coronavirus pandemic has shown that estate planning isn’t just for older individuals or just...
Kiplinger Article: Top 10 Estate Planning Tips in a Time of Coronavirus
The COVID-19 pandemic has many people finally taking action to fill out advance health care directives, wills and powers of attorney. Here are some tips to help you along the way.
By Sam Nuxoll,
It has arrived: the unexpected, potentially life-threatening circumstance you had in mind when...
Washington Post Article: The Purposes of Revocable vs. Irrevocable Trusts
A revocable trust and an irrevocable trust serve totally different needs. By Ilyce Glink and Samuel J. Tamkin
Q: I am divorced and have two grown daughters. I am placing my house in a trust. My attorney is recommending an irrevocable trust. Which do you prefer, revocable or irrevocable and why?
Caring.Com Article: More Than Half Of U.S. Adults Don’t Have A Will, New Survey Reveals
By: Caring.Com, Contributor
Let’s face it—end-of-life planning isn’t fun. The topic can seem morose, depressing -- maybe even a little scary. But it’s also a critical aspect of managing your assets and protecting your family, which is why it’s surprising that nearly 6 out of...
Forbes Article: What The Wealthy Are Doing With Their Estate Planning During The Covid-19 Crisis
By: Megan Gorman
Across the country, Americans are reeling from the impact of the Covid-19 crisis. But as volatility impacts all areas of our daily life, many wealthy Americans are looking at their estate planning to see if there are any unique opportunities.
While this may seem...
People Magazine Article: ‘Panicked’ Teachers Prep Wills, Goodbye Letters Before Their Schools Reopen
By Hilary Shenfeld
"It is unconscionable that educators and parents are being asked to plan for end-of-life decisions because our country has no plan for reopening schools and institutions of higher education safely," says NEA president Lily Eskelsen García.
Many school districts have announced they won't hold...
Video: Estate Planning Services
Many people devote more time to planning a vacation than they do planning their estate. Without estate planning you are only making things harder for those that you love.
https://www.youtube.com/watch?v=Zg4BPVN9OZgStrategic Estate Planning Services
https://www.youtube.com/watch?v=Zg4BPVN9OZg
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It seems like many people devote more time to planning a vacation, what car to buy or even where to eat dinner than they do deciding who will inherit their assets after they're gone. Sure, estate planning isn’t as...
Bankrate Article: 401(k) rollover options: Here’s what to do if you lose or change your job
llions of Americans will need to decide what to do with their 401(k), as workers face a coronavirus-driven recession in which top economists expect a long-lasting double-digit unemployment rate to persist. If you’re suddenly unemployed, worrying about your distant financial future may seem unimportant when you have immediate pressing needs now. Still, the...
Article from MarketWatch: You Need to Make a Will Now More Than Ever
By Brad Wiewel
This article is reprinted by permission from NextAvenue.org. It is part of The Coronavirus Outbreak: What You Need To Know Special Report.
The pandemic proves you need a will, but the process has changed.
Until now, you may have...