Often, we say that estate planning is about thinking about your family, but what if you don’t have family? Solo agers are a demographic that, although unique, are not uncommon. More and more we are seeing a widow or a widower, divorced, never married or an only child who has no siblings...
New Year’s Resolutions for Seniors
New Year’s resolutions are a way to start off the New Year right. Usually, they have to do with improving ourselves. Whether it is to lose weight, exercise, learn a new skill, etc. More often than not, the resolution only lasts a few weeks or a couple of months. Here is an...
Estate Planning for Snowbirds
Comedian Jerry Seinfeld once joked, “My parents didn't want to move to Florida, but they turned sixty and that's the law.” It’s funny because it seems like everyone becomes a snowbird once they retire. Thanks to old man winter here in Southeastern Massachusetts, a large number of retirees do flock like snowbirds...
Protecting Your College Student with Estate Planning
Despite the fact that once they’re officially an adult and you’re no longer legally responsible for them, most college students need guidance in navigating some of the legal aspects of adulthood. The good news is you can help your child with their Estate Plan, so they’re set up for the unexpected when...
How to plan your estate as a Solo Ager
According to Forbes Magazine, it is estimated that there are 12 million adults over age of 65 and are living alone, or 27% of the overall population. That is a staggering number. Of that population, most are women. Ironically, although they are now alone, most were at one time or another, caretakers to...
Your New Year’s Legal Check-up
A new year is upon us, and with it comes a host of New Year’s resolutions. A Neilson.com survey found that the top goals for the new year included: 1) staying fit and healthy, 2) losing weight, 3) enjoying life to the fullest, 4) spending less, saving more, 5) spending more time...
Health Care Proxy — What’s In a Name?
When it comes to healthcare documents, it’s easy to get confused. Many of our clients are not clear about the differences between health care proxies and durable powers of attorney, or about why you might need both a living will and a health care proxy. These are some of the questions we...
You Shouldn’t Feel Stuck in the Middle
Being an adult child raising your own children while caring for your elderly parents feels a bit like a game of tug of war. Raising children is one thing but the role reversal can be a challenge. Some parents are reluctant to enter this new dynamic with their adult child being involved...
Estate Planning for Teachers
To say the last year and a half has been a challenge would be the understatement of the century. So many have stepped up to help others and to give a sense of normalcy in such an abnormal time. One group of people especially come to mind: teachers.
Children...
If Life is a Highway, then Estate Planning is the Road Map
Estate Planning is like a road map. And while the map may be straight forward for some, for others there may be stops along the way. One thing is for sure is that it all leads to the same destination: peace of mind!
A lot of people put off...