Pets are often an integral part of our families. A recent article in Fifty Plus Advocate “Estate planning for pets ensures your wishes are honored”
There are many different kinds of trusts in Massachusetts, and each type has its own advantages. One thing is clear – it’s better to have
Special needs trusts create a way to provide some funds for the benefit of a disabled person without causing them to lose their eligibility for
An incentive trust is designed to encourage or discourage certain behaviors by your beneficiaries by distributing trust income or principal as an incentive. The trustee
No one likes to think about aging or needing assisted living services. However, the lifetime probability of becoming disabled in at least two activities of
In Massachusetts, trusts help many people protect their assets and leave a financial legacy for their heirs. When deciding whether an irrevocable life insurance trust is
Wills and trusts are both important documents for doing your Massachusetts estate plan. They serve different purposes but they can work together to create a
What is a Living Trust? A Massachusetts living trust is a legal document that can hold legal title to your assets. Think of it like
So, you’re a trustee of a Massachusetts trust. On one hand, the good news is the person who created the trust respects you and finds
Many Massachusetts families choose to get life insurance policies thinking that those policies are a way to provide for their loved ones. The problem is
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