Jul 23, 2024 | Insights
A Conservator is a court-appointed person who manages the financial affairs for a person who is unable to manage their affairs themselves (also known as the ward). The conservator is responsible for managing the wards money and property and any other financial or...
Jul 16, 2024 | Insights
In Massachusetts, a personal representative is the same as an executor. Executor is the commonly known term that was traditionally used to describe the individual appointed by the Probate Court to administer your estate after you die. Massachusetts changed the...
Jul 9, 2024 | Insights
When a person passes away and leaves real property, a house, to more than one beneficiary, it sometimes leads to a discussion about whether or not one of the beneficiaries can purchase or buy out the other beneficiaries? The answer is it depends. First an appraisal...
Jun 25, 2024 | Insights
Wills and living trusts are two of the most fundamental estate planning documents. While both accomplish the same primary objective in an estate plan of directing the distributions of your money and property to your desired beneficiaries after you pass away, a...
Jun 18, 2024 | Insights
Today more young adults are living at home with their parents than at any time since the 1940s. While there are many different opinions about this trend and the cause of its recent prevalence, the primary motivation for young adults staying at home with their parents...
Jun 11, 2024 | Insights
What Is a 529 Plan? A 529 plan is a tax-advantaged investment account designed to hold funds to be used for a beneficiary’s (such as a child’s or grandchild’s) qualified educational expenses. After-tax money is placed into the account and grows tax-free through...
