Power of Attorney (POA) is a major building block in estate planning, offering individuals the ability to appoint a trusted agent to manage their affairs when they are unable. It is important to work with a skilled attorney when you’re creating vital documents like POAs that must be legally binding. If you...
How to Talk to Your Family About Estate Planning During Thanksgiving
Thanksgiving is a time to give thanks for our loved ones and all that we have. It can also be a good time to start a conversation about estate planning. Estate planning is the process of creating a plan for how your assets will be distributed after you die. It also includes...
Creating an Estate Plan: How to Protect Your Wealth and Prevent Hardship for Your Heirs
Written By: Attorney Erin L. Nunes, Partner
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Estate planning is the process of making arrangements for your assets when, and if, you become incapacitated, and after your death. It can help you ensure that your assets are distributed according to your wishes, minimize estate taxes, protect your loved...
Should a Power of Attorney Be Drafted for My Elderly Parents?
Recognizing that your elderly parents are losing strength and ability as they age is painful, but it is also realistic. Just as your parents cared for and protected you when you were a child, it will now become your responsibility to care for and protect them.
One of the...
Lifetime Planning for Solo Agers
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...
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...
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...