Executor

Serving Clients in Plymouth and Barnstable Counties

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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Start my estate plan Estate Planning

How Do I Start My Estate Plan?

Estate planning design and implementation is not only complex but can be highly emotional. Therefore, it?s important to have a basic understanding of the estate planning process, before approaching a professional.

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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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estate planning during 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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