Will a Spendthrift Trust Help Protect My Heirs from Themselves?

As a parent or grandparent, it is natural to have concerns about your beneficiaries’ ability to effectively manage money. Certain beneficiaries in Massachusetts might not be capable of responsibly handling assets. If you also have family members who might be trusted with assets and you’re concerned about mixing these heirs together in your estate plan,… Read More »

Living Wills and Health Proxies: Important Tools for Massachusetts Residents

Contemplating the possibility of future incapacitation might lead you to sit down with a Massachusetts elder lawyer to discuss tools like a health care proxy or a living will. Is There a Difference? Occasionally, people outside of the legal profession might refer to these documents as one and the same, but there are some important… Read More »

What is Testacy in Massachusetts?

Source: https://www.mass.gov/files/documents/2016/08/vb/mupc-procedural-guide.pdf After a loved one has passed away, you might have an important role to play if you have been appointed as a trustee or representative in the estate administration process. Many people appointed into such a role will retain an experienced probate lawyer to help them with the requirements of estate administration and… Read More »

What Is the Burden of Proof When Challenging A Will or Trust in Massachusetts?

There are not many situations in which an individual could have grounds to challenge a will or trust in Massachusetts. However, as a person putting together your estate planning documents and planning ahead, it is important to understand the steps that you can take with the help of your attorney to decrease the chances of… Read More »