Life changes—and your estate plan should, too. Many people in Eastern Massachusetts, Dover, and Framingham complete their estate plans and then forget about them. But outdated documents can cause major issues later. Key Times to Update Your Estate Plan Marriage or Divorce: Relationship changes require updates to beneficiaries, executors, and trustees. Birth or Adoption of… Read More »
Posts Categorized: Estate Planning
What Is the Cost of Setting Up an Estate Plan in Massachusetts or Vermont?
When families in Eastern Massachusetts, Central Massachusetts, or the Pioneer Valley start thinking about estate planning, one of the first questions they ask is, “How much will this cost?” The short answer is: it depends. Costs vary depending on your goals, assets, and the complexity of your plan—but understanding what you’re paying for helps you… Read More »
What Happens to My House in Brimfield or Brookline If I Don’t Have an Estate Plan?
For many families, the family home is the most valuable asset they own. Whether you live in Brimfield, Brookline, Sherborn, or Dover, MA, what happens to your house after you pass away depends on whether you have a proper estate plan. Without a Will or Trust If you pass away without a will, your house… Read More »
Estate Planning for Business Owners: Securing Your Company’s Future and Your Legacy
Without estate planning, your business could face taxes, disputes, or liquidation if something happens to you. Learn how succession plans, buy-sell agreements, and tax strategies protect your company, family, and legacy.
The Dangers of DIY Estate Planning: Why Templates Could Cost Your Family Everything
Online templates and DIY estate planning may look convenient, but they often lead to invalid documents, disputes, and costly mistakes. Discover the dangers of DIY planning and why working with an experienced attorney ensures your family’s protection.
Why Every Parent Needs a Comprehensive Estate Plan
Protect your children’s future with a comprehensive estate plan. Learn the key documents every parent needs to ensure care, security, and peace of mind.
The Importance of Including Final Disposition Instructions in Your Estate Plan
When creating an estate plan, people often focus on critical aspects such as wills, trusts, powers of attorney, and healthcare directives. However, one crucial component sometimes overlooked is specifying final disposition instructions. Final disposition instructions detail how you would like your remains to be handled after your death—whether through burial, cremation, or another method—and they… Read More »
Navigating Cash-Poor Estates in Massachusetts- Options When Recipients Are Reluctant to Sell Assets
In Massachusetts, if an estate is “cash poor”—meaning it lacks liquid assets such as cash or easily sold investments to cover expenses like debts, taxes, or specific bequests—it can create challenges during the estate administration process. This situation becomes even more complex when an heir or beneficiary is assigned a specific, non-liquid asset (such as… Read More »
Aren’t Estate Plans Just For Older Adults?
As we embrace the fresh start of a new year and a new academic semester, people often embrace resolutions and focus on planning ahead. While estate planning might not be at the top of everyone’s list, it is an essential task that everyone should consider regardless of age or life stage. Often misunderstood as something… Read More »
What Happens to Your Children If You Die Without Naming a Guardian in Massachusetts
Perhaps one of the most crucial elements of estate planning is ensuring the care and protection of your minor children if something happens to you. In Massachusetts, like in other states, naming a guardian in your estate plan can provide certainty about who will care for your children if you die or become incapacitated. However,… Read More »