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Serving Clients in Plymouth and Barnstable Counties

Estate Planning

Protecting Your College Student

Click on the image to download our free eBook, “Protecting Your College Student”.
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Estate Planning

Free eBook: Unveiling the Corporate Transparency Act

Click the image to download our free eBook, “Unveiling the Corporate Transparency Act
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Estate Planning

Download our free eBook, “The Essential Guide to Estate Planning for Police, Firefighters, and EMS.”

Click on the image to download our free eBook, “The Essential Guide to Estate Planning for Police, Firefighters, and EMS.”
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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 ...
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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 ...
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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 ...
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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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