Schedule a consultation to learn how to fund your trust Massachusetts. Follow our step-by-step guide for retitling assets and updating beneficiaries. Get…
Fund Your Trust Massachusetts: A Complete Step-by-Step Guide
Posts Categorized: Trusts
How to Modify or Revoke a Trust in Massachusetts: A Step-by-Step Guide
Schedule a consultation to learn how to modify or revoke a trust in Massachusetts. Our attorneys explain the amendment and revocation process for revocable…
Massachusetts Trust Administration: A Step-by-Step Guide for Trustees
Schedule a consultation with O’Connell Law to learn about Massachusetts trust administration. This step-by-step guide covers trustee duties, tax…
Trust for Beneficiary With Addiction Massachusetts: A Guide
Schedule a consultation to learn how a trust for beneficiary with addiction Massachusetts can protect family assets while supporting your loved one in recovery.
Guide to successor trustee duties Massachusetts
Schedule a free consultation about successor trustee duties Massachusetts and learn the practical steps to protect assets, records, and beneficiaries.
Do I Need a Trust or Is a Will Enough?
This is one of the most common questions families ask when planning their estate, whether they live in Worcester, Weston, or smaller communities like Hadley or Dover, Massachusetts. A will is an important starting point. It allows you to name beneficiaries, guardians for minor children, and an executor to manage your estate. However, a… Read More »
What’s the Difference Between a Will and a Trust — and Which One Do I Need?
This is one of the most common estate planning questions we hear. A will: Takes effect after death Goes through probate Names guardians for minor children Directs asset distribution A trust: Can work during your lifetime as a living trust in Massachusetts May avoid probate Provides privacy and other revocable living trust… Read More »
How Do I Protect My Home from Nursing-Home Costs in Massachusetts or Vermont?
The Growing Concern: Long-Term Care Costs Long-term care costs in Massachusetts and Vermont can exceed $12,000 per month. Homeowners in Longmeadow, East Longmeadow, and Tolland frequently ask how to preserve their homes without disqualifying themselves from Medicaid. Medicaid’s Look-Back Rule MassHealth (Massachusetts Medicaid) and Vermont Medicaid both have a five-year look-back period. If you give… Read More »
Do I Need Both a Will and a Trust in Massachusetts or Vermont?
Understanding The Will-Trust Question One of the most common estate-planning questions from residents of Eastern Massachusetts, the Pioneer Valley, and all across Vermont is whether a will alone is enough—or if a trust is also needed. The truth is that most people benefit from having both documents. Each serves a unique purpose, and together they… 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 »