Blog Articles

Serving Clients in Plymouth and Barnstable Counties

husband and wife Estate Planning

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 Estate Planning

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 Estate Planning

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 Estate Planning

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 Estate Planning

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 Planning

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 Estate Planning

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 Estate Planning

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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Gifting Estate Planning

Gifting Can Help Estate Plans and Heirs Reach Goals

Despite many attempts at repeal over the years, the modern U.S. Estate Tax has been in place since September 8, 1916. Each U.S. citizen and resident alien is entitled to a lifetime exemption from the federal Gift/Estate Tax called the Applicable Exclusion Amount.

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