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 »

What Happens If I Die Without a Will in Massachusetts?

Intestacy Explained When someone in Massachusetts dies without a will, the estate is distributed under intestacy laws. The Probate and Family Court in your county—whether in Boston, Central Massachusetts, or the Pioneer Valley—follows a strict order of heirs. Who Inherits If you are married with children from different relationships, your spouse and children share the… Read More »

Timing Matters: The Best Age to Start Estate Planning in Massachusetts

Estate planning is a crucial financial and legal process that provides peace of mind, ensures the orderly distribution of assets, and minimizes potential complications for heirs. However, many people in Massachusetts often wonder when the ideal time is to embark on estate planning. This article will discuss the best age to start estate planning in… Read More »

How to Disinherit Someone in Massachusetts Legally and Avoid Contests?

Disinheriting someone in Massachusetts can be a sensitive and complex matter. While it is your right to decide how your assets will be distributed after you’ve passed, it’s essential to take the necessary legal steps to ensure your wishes are carried out without the risk of a contested will. This article will guide you through… Read More »

Are There Things I’m Not Allowed To Include In My Massachusetts Estate Plan?

Estate planning is an indispensable process. It ensures that your assets are allocated according to your wishes after your death. When creating an estate plan, it’s natural to want to account for every eventuality and make sure your wishes are carried out precisely as you intend. However, it’s essential to understand that certain provisions or… Read More »

How Do I Provide For My Pets If I Die?

In Massachusetts, you can ensure your pet(s) are cared for after your death through various legal mechanisms: By taking proactive steps to provide for your pet(s) in your estate plan, you can make sure they receive the love and care they deserve even after you can no longer provide for them yourself. Disclaimer: This blog… Read More »