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Estate Planning
Estate Planning: Simple Tips for Keeping Your Plan Up To Date with Keith McManus
January 30, 2023
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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Creditors
Should a Husband and Wife have Separate Trusts?
January 26, 2021
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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ABLE Account
How Do I Plan for a Loved One with Special Needs?
January 19, 2021
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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Estate Planning
Is Probate Required If There Is a Surviving Spouse?
January 12, 2021
A common misconception is that you do not have to probate a will when your spouse dies.
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529 Education Savings Plan
Incorporating Gifting with an Estate Plan
January 6, 2021
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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Caregiving
What Do I Need besides a Massachusetts Health Care Proxy?
December 23, 2020
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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Advance Directive
When Do We Need an Elder Law Attorney?
December 16, 2020
Consult an elder care lawyer preemptively, to avoid making a panicked phone call in the moment.
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Estate Administration
Act Quickly to Protect an Estate
December 9, 2020
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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Beneficiaries
Planning for Nursing Home Expenses
December 2, 2020
A revocable trust is great for many reasons, but it does NOT protect assets from nursing home expenses.
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Bloodline Trust
Protect an Inheritance from Spendthrifts and Unintended Beneficiaries
November 24, 2020
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
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Recent Posts
Recent Posts
Estate Planning: Simple Tips for Keeping Your Plan Up To Date with Keith McManus
Should a Husband and Wife have Separate Trusts?
How Do I Plan for a Loved One with Special Needs?
Is Probate Required If There Is a Surviving Spouse?
Incorporating Gifting with an Estate Plan
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Estate Planning
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