Posts Categorized: Estate Planning

Legacies By William J. Brisk, CELA When you help clients define their own legacies, you can learn about the legacies you want to leave behind. We strive, as Elder Law attorneys, to enhance clients’ security and comfort. We also seek to maximize their autonomy. And, we work to see that their needs are met efficiently… Read More »

Doing or updating your estate plan should be one of the things on your list no matter what time of year it is. Why though? This article will describe the many reasons for adding this as one of your todos for 2013. Why should you do an estate plan? 1) Probate Avoidance: With no estate… Read More »

It may sound like a great idea to trans- fer your home or vacation home to your children’s names so that the property isn’t subject to Medicaid or estate taxes. But before you do this, it is important to sit down and really think it out. Are there any pitfalls in doing this? Is there… Read More »

Intestacy and the New Massachusetts Uniform Probate Code By Tiffany A. O’Connell, Esq., LLM With the full enactment of the Massachusetts Uniform Probate Code (MUPC), G.L. c. 190B, on March 31, 2012, the legal community has been abuzz with how to administer estates under the new law . The MUPC was enacted i n order… Read More »

This article is a continuation of a series of “how tos” for funding various types of assets. The scope of this article will review how to fund publicly traded stocks, bonds and investment accounts to a client’s revocable living trust. Stock If your client has a stock certificate, the stock can be transferred to the… Read More »

We have been taught as attorneys to prepare and execute well-designed and effective estate planning documents for clients. But once the ink has dried, does the client have an estate plan that works for them? I respectfully submit that they do not. An estate plan does not properly work for the client until the client’s… Read More »