
An Example of What Happens When You Don’t Have an Estate Plan
Eugene Brown passed away in his home in mid-August 2015 at the age of 93. The neighborhood mail carrier noticed that Eugene hadn’t been on

Eugene Brown passed away in his home in mid-August 2015 at the age of 93. The neighborhood mail carrier noticed that Eugene hadn’t been on

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

Your Massachusetts estate is basically everything you own, including money that would be generated upon your death (like life insurance). Some people think that their

What is a Life Estate? A life estate is a legal arrangement where someone (the life tenant) retains the right to live in and use

Planning for your incapacity is an essential part of Massachusetts estate planning. Being “incapacitated” means that you no longer have the ability to understand and

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
When a loved one needs a nursing home, whether it’s for a temporary stay or permanent residency, you want to ensure they receive the best

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

Medicaid is called MassHealth in Massachusetts. It’s a joint federal/state assistance program designed to pay for health care for individuals that meet certain income and
Clients often ask, “How much can I gift someone without incurring taxes?” While Massachusetts has no gift tax, there is a federal gift tax, albeit
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