Blog Articles

Serving Clients in Plymouth and Barnstable Counties

Difference between revocable and irrevocable Estate Planning

What’s the Difference between Revocable and Irrevocable Trusts?

Before taking a closer look at revocable and irrevocable trusts, it helps to know what a trust is. In simple terms, it’s a legal entity that allows you to transfer assets to the ownership of a trustee.

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our estate planning process Estate Planning

Can You Place a Life Insurance Policy in a Trust?

A trust is often only as good the trustee in charge of it. Read on, as we examine the important role of the trustee and discover how to make sure yours is acting correctly, especially with complex instruments like insurance.

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Elder financial abuse Estate Planning

Elder Financial Abuse and Fraud

Take, for example, the sad and sordid tax case of Mary Ellen Cranmer Nice vs. United States of America, which would not have existed if an attentive financial advisor hadn’t noticed the large IRA distributions that were allegedly stolen right from under a matriarch’s nose.

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Reviewing Wills and Trusts Estate Planning

Update Wills and Trusts at These 12 Times in Your Life

It is also important to realize that it isn’t merely ‘why’ you are updating your will, but ‘when’ you are updating that can make all the difference.

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Pandemic Estate Planning

Estate Planning Review Recommendations in the Pandemic

Many people are taking this time at home during the COVID-19 crisis to update their estate plan. Here are six critical estate plan components you should focus on, in light of the current pandemic.

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Estate Planning

Here’s Why You Need an Estate Plan

No matter what line of work you are in, estate planning has facets that apply to everyone, and it comes down to documenting wishes and avoiding probate and unnecessary taxes. Too many people put it off, but, in general, the sooner you do it, the better.

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