Unfortunately, older adults in the United States are especially susceptible to scams and financial exploitation. They are often targeted with a variety of different types of fraud all designed to take away the financial resources that person has accumulated over the course of their lives. As you plan to adjust your life or the care… Read More »
Posts Categorized: Estate Planning
Workers Nervous About the Impact of Long-Term Care
If long-term care isn’t at the top of your mind for your own reasons, you might be thinking about this issue from the perspective of being an adult child looking ahead to help your parents navigate their own transition to retirement. But even if your most immediate concerns have to do with aging loved ones,… Read More »
Massachusetts Governor Temporarily Allows Remote Notarization
Remote notarization of estate planning documents has been a hot topic of conversation all over the United States, but important news has come out for Massachusetts residents. Massachusetts Governor Charlie Baker recently signed a temporary law effective immediately that suspends the previous requirements stating that witnesses and notary publics be present in the same room… Read More »
Preparing for Incapacity
Whether it’s as a result of the current pandemic or because you’ve had a loved one who suddenly became ill or otherwise disabled, it is important for all adults to think about how their children might be affected by a parent’s incapacity. Young adults should also have basic incapacity documents for young adults in place… Read More »
What Does It Mean to Store Your Estate Planning Documents Properly?
Once you have gone through the process of selecting an experienced estate planning lawyer to help you document your wishes in Massachusetts, make sure that you store these materials in a secure and safe location. While it is important to be sure that these are unlikely to suffer damage in a flood or a fire,… Read More »
Five Questions You Should Ask Your New Estate Planning Attorney
When you set up an initial consultation with a Massachusetts estate planning attorney, you probably have a variety of concerns to consider. These include examining small business assets, naming a legal guardian for your children, assessing wealth preservation, minimizing taxes, reducing confusion or conflicts, maintaining an orderly administration of assets, and managing estate assets as… Read More »
Is It Beneficial For All Older Couples to Review Their Estate Plans?
If you and your partner are now above age 55 and it’s been several years since you had the opportunity to speak to an estate planning attorney, it’s important to consider the many different facets that could influence updating your estate plan. First of all, now that you are older, your needs and assets might… Read More »
Why Is A Trust Important for Your Massachusetts Estate Plan?
Trusts are critical to be used when a person intends to pass on property or money to another party by leveraging existing control and moving it outside of their existing estate. By setting up a trust in Massachusetts you can control how money will be used and distributed to another person. This can be especially… Read More »
Leave the Best Legacy: Make Your Estate Plan a Priority Now
A Massachusetts estate planning lawyer can help you in many different stages of your life to determine what your estate plan should look like and the benefits of structuring it properly. Knowing what will happen to a piece of property before you become incapacitated or pass away can help families avoid complicated legal issues as… Read More »
Can Someone with Alzheimers’ Draft Legal Documents?
If you believe that a loved one has begun to show the early signs of Alzheimer’s or if your family member has recently been diagnosed with this condition, it is imperative to consider the potential possibilities with legal documents if these have not already been created. Two of the most common estate planning documents created… Read More »