Revision of an estate plan can be an involved and comprehensive process depending on how many documents and strategies you’d already had created. If your estate planning documents do not meet your current estate planning objectives or if there have been significant changes in the state or federal landscape since you last updated these materials,… Read More »
Monthly Archives: October 2020
Assisted Living Options: What Is a Private Apartment?
When it comes to assisted living options, there are several different kinds of ways that you can move an elderly loved one into a facility that allows them to live an independent lifestyle while still getting the support that they need. One such example is a private apartment. Many assisted living facilities all over the… Read More »
Retiring in Massachusetts? Match Your Plans with Your Estate Goals
Are you planning to retire in Massachusetts in the next few years? It’s a good reason to set aside some time for a chat with an MA estate planning lawyer to discuss how your estate and retirement plan align. Unfortunately, Massachusetts has earned somewhat of a reputation for being an unappealing state of residency for… Read More »
How to Start Estate Planning with Beneficiaries and a Will
You might have already completed some of the estate planning process without realizing. If you have a retirement savings account or a 401(k), you’ve probably already established a beneficiary designation form. This gives instructions to the company about who is eligible to receive the assets inside this account if something happens to you. Beneficiary designations… Read More »