It’s almost Thanksgiving time—time to get together with those you hold dear and remember all the blessing that you and your family have been given. This year, as you sit
A supplemental needs trust (also known as a “special needs” or “(d)(4)(a)” trust) allows a disabled beneficiary to receive gifts, lawsuit settlements, or other funds
In many ways a revocable living trust is similar to a Will: both allow you to leave money and property to loved ones at your
I’m sure you have heard the terms “will” and “trust”, but do you really know the differences between the two? Wills and trusts are both
I recently met with a Massachusetts estate planning client whose situation reinforced in my mind the need for regular estate plan reviews. This client had
Whether in Massachusetts or elsewhere, estate planning with trusts can ensure your family’s safety. A recent legal battle showed exactly why adding a trust to
The time and expenses involved with probate in Massachusetts often lead clients to seek ways to avoid it by consolidating their estate in a trust.
As people age they are often confronted with new and confusing challenges and considerations. For example, after a lifetime of hard work, how can you be sure your assets will
The new Uniform Probate Code (“UPC”), which defines the rules of the Massachusetts Probate process, was enacted by the legislature in January, 2009; however, many
When a Will is filed for Probate in Massachusetts there are certain requirements that must be met. One such requirement is that all potential heirs and creditors must be notified
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