Oct 1, 2024 | Insights
Can Someone Else Pay for My Estate Plan? Estate planning is not just for the wealthy. Every adult should have an estate plan, yet surprisingly, most Americans do not. The perceived cost of creating one is among the most cited reasons for a lack of estate planning. The...
Jul 30, 2024 | Insights
Five Wishes is a document that helps you and the people in your life talk together about these important matters. Its called an advance directive, because it helps you make decisions in advance that can direct your care later. It is recognized as a legal document...
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...
Jun 4, 2024 | Insights
Too little estate planning can put your heirs in a bind and tie up your estate in time-consuming and costly probate litigation. But as the legal saga of Aretha Franklin’s estate shows, too much estate planning—in particular, planning that introduces uncertainty about...