Blog Articles

Serving Clients in Plymouth and Barnstable Counties

Estate Planning

Estate Planning: Simple Tips for Keeping Your Plan Up To Date with Keith McManus

Estate planning is a critical part of the retirement planning process. As we kick off the new year, this is a perfect time to ensure …

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husband and wife Creditors

Should a Husband and Wife have Separate Trusts?

In situations where both spouses want the surviving spouse to inherit all the assets, which is often the case, a joint trust can be far less complicated to set up and maintain than separate trusts, with less headaches for the surviving spouse.

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Special needs ABLE Account

How Do I Plan for a Loved One with Special Needs?

It is critical that parents and grandparents give careful thought to any gift of money or bequest in an estate plan, when the recipient has special needs.

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Probate surviving spouse Estate Planning

Is Probate Required If There Is a Surviving Spouse?

A common misconception is that you do not have to probate a will when your spouse dies.

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Gifting 529 Education Savings Plan

Incorporating Gifting with an Estate Plan

Gifting sounds pretty simple, but there are many ways to do it. There are also several tax ramifications to be aware of.

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Massachusetts health care proxy Caregiving

What Do I Need besides a Massachusetts Health Care Proxy?

A power of attorney (POA) is a powerful thing. A financial power of attorney document allows an appointed person to make financial, legal and property decisions on another individual’s behalf.

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Elder law Advance Directive

When Do We Need an Elder Law Attorney?

Consult an elder care lawyer preemptively, to avoid making a panicked phone call in the moment.

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protect an estate Estate Administration

Act Quickly to Protect an Estate

When dealing with the emotional pain of the loss of a loved one, family members also have to address daunting administrative tasks.

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Planning for nursing home Beneficiaries

Planning for Nursing Home Expenses

A revocable trust is great for many reasons, but it does NOT protect assets from nursing home expenses.

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Protect an inheritance Bloodline Trust

Protect an Inheritance from Spendthrifts and Unintended Beneficiaries

My daughter, my only child, recently married a nice man. However, he is not responsible with his finances. I don’t want my son-in-law to have any access to her money or through a divorce via equitable distribution.

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