It’s no secret how important it is to have an estate plan. Without an estate plan you leave important decisions up to the state and
A power of attorney (POA) is a legal document that designates an agent (attorney-in-fact), most often a loved one, to act on another’s behalf in
The U.S. has a rapidly aging population. By 2030, every baby boomer will be age 65 or older, which means that one out of every
As our population ages and people live longer, we’re finding that late-in-life-care costs can be incredibly expensive—at times wiping out a person’s life savings. According
Each of us has the opportunity to build our own legacy. Our legacy is what we leave behind to our loved ones, and it’s the
The U.S. population is aging rapidly thanks in large part to aging baby boomers. The Census Bureau estimates that by 2040, the number of adults
What happens if you die without having any estate planning in place? That’s called dying intestate and your property will go through probate and be
It’s always important to review your estate plan when a new law comes into effect that could significantly impact the planning you’ve done. The Setting
An executor (known as a “personal representative” in Massachusetts) is named in the Last Will and Testament, and that person is responsible for managing the
What is a Trust? A living trust is a legal document that can hold legal title to your assets. Think of it like a box
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