“What do you want your legacy to your community and your children to be after you’re gone?”
By Carrie Friedman, Guest Writer
The last time I saw my father in person, which may be the last time I ever sit across from him, I spoon-fed him...
Newlyweds and New Estate Plans!
Did you know that the month of June is the most popular month to wed? We wish our “Congratulations” to all the new bride and grooms who may have tied the knot recently! While many couple may be registered for china sets, one present that is truly indispensable is estate planning. A...
Do Your Kids Know Your Plans? Talk to Them
Most families never talk about what one’s wishes may be when they become incapacitated or when they die. After all, no one likes to talk about their own mortality, especially with their children, even if they are adults themselves. However, an open dialogue would be the best thing for everyone. It will...
Forbes Article: 4 Estate Planning Myths That Refuse To Die
Ron Carson, Contributor, Personal Finance
Estate planning remains one of the most misunderstood areas of planning. Over the years, I’ve met with people who “only needed a financial plan, not an estate plan” or “didn’t need a financial plan, just some help with estate planning.” I’ve also met with...
Above the Law Article: Nesting During COVID-19: Clean Your Closets And Do Your Estate Planning
Write and execute your last wills and testaments, powers of attorney, and health care proxies.
Continue reading…
By CORI A. ROBINSON
COVID-19 and the resulting social distancing and self-quarantining have caused health, child, and financial issues prompting palpable anxiety, fear, and concern. It has also brought nuclear families...
Forbes Article: An Estate Plan For Every Stage Of Life
Rianka DorsainvilContributorPersonal Finance
There are many common misconceptions surrounding the topic of estate planning. For example, many people believe that estate planning just means having a will. Others think that estate planning is only a concern for retirees or those over age 55. Unfortunately, these misunderstandings can...
Checklist for Preparing a Will
The following checklist will help you prepare the necessary documentation and information to draft a will. Many people think they don't own anything of value, which usually is not true. Value comes in may forms other than cash or investment assets. This checklist will help you to take inventory of what...
Webinar: 5 Foundational Documents Every Adult Should Have
Click below to register to the time slot of your choice:
11:00 am Session https://bit.ly/2Xgj7uB
6:30 pm Session https://bit.ly/36SVRpT
The Risks of Using Co-Trustees or Co-Personal Representatives in Trusts and Wills
Often, we meet with clients who want to create a trust or a last will and testament and request that all of their children be named as co-trustees or co-personal representatives (formerly known as executors). The client will say something like, “I want all of my children to serve together.” When we...
What is Probate and the Role of a Personal Representative (Executor) in Massachusetts
So, you have been named as the Personal Presentative (Executor) of a deceased person’s estate. The responsibility is not one to be taken lightly. It is encouraged to seek advice from a qualified probate attorney. This article will provide a basic explanation of the probate process and the role and responsibilities...