Like so many of you, I am doing my part to protect the health of our vulnerable community members and frontline workers during the COVID-19 pandemic by socially distancing. To stay in touch (and sane!), I have been connecting frequently with friends and family by telephone and videoconference. In these interactions, I...
Kiplinger Article:5 Unfortunate Estate Planning Myths You Probably Believe
These all-too-common misconceptions can steer your estate plans in the wrong direction right from the start. Here’s how to overcome them and tips to build the right plan for your family.
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by: Christopher D. Wright, JD, CPA
Estate planning should be a fairly straightforward exercise in...
AARP Article: Making a Will in the COVID-19 Era
Before you consider the DIY route, know all the facts
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by Amanda Singleton
The coronavirus pandemic has many people deeply concerned about their health and wondering what will happen to their loved ones if they contract the virus. For so many, the eventuality of death seems...
Notarizing and Witnessing Legal Documents During the Coronavirus Pandemic
Most Americans do not have a Last Will & Testament or any type of estate planning document in place. The coronavirus pandemic has inspired many Southeastern Massachusetts residents to get their estate planning affairs in order. Whether you are finalizing your will, trust, health care proxy, advance health care directive,...
Four Reasons Estate Planning Is So Important
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 fun to think about as booking a trip or checking out restaurant reviews....
Aging Care Article: How to Find Out If a Loved One Had a Will
Upon the death of a family member or friend, there are many details to see to in a short time. The emotions surrounding the loss make level-headed decisions difficult, and, once the funeral is over, there are many financial and legal tasks that must be dealt with. A letter of instruction can...
ElderLaw Answers: Is It Legal for My Mother to Name Her Financial Advisor as a Beneficiary in Her Will?
Q: My mother named her financial adviser and his children as beneficiaries in her will. Is it legal for her attorney to allow this?
A: It is legal, but it raises red flags. In the United States, you can do whatever you want with your money: give it to...
4 Mistakes to Avoid When Designating a Beneficiary
When you open up a 401(k) or IRA account, you will be asked to designate the beneficiaries of your account. The beneficiaries you choose will receive the assets in the account upon your death. Many people choose their spouses or children as the beneficiaries of their 401(k) or IRA accounts. Most of...
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...
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...