Probate Court

Serving Clients in Plymouth and Barnstable Counties

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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Home taxes Estate Planning

Can I Bequeath My Home to My Children without Taxes?

You would like to pass a house tax-free to your heirs. After all, you want to give them a gift, not the burden of taxes. How do you do that?

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Protect assets Estate Planning

How Can I Protect Assets from Creditors?

Estate planning is not just about saving taxes, it is also about managing and protecting your assets against future creditors, both for you and for your beneficiaries.

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Beneficiaries Estate Planning

What Should I Know about Beneficiaries?

Whenever you open a financial account, you?re almost always asked to name a beneficiary. Simply stated, a beneficiary of the account is someone who is entitled to the benefits of the account, typically, on the death of the account holder. If you?ve purchased life insurance, for example, you name a beneficiary who receives the benefits of the policy when you pass.

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Children Estate Planning

How Do I Include Care for My Children in Estate Planning?

Parents should make sure they have arrangements in place for the care of their minor-aged children, when planning their estates?

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Family trust Estate Planning

What Do I Need to Know about a Family Trust?

A trust can be used to manage estate taxes, shelter assets from creditors and pass on wealth to future generations. A family trust is a specific type of trust that families can use to create a financial legacy for years to come. There are several benefits to creating one, although not every family necessarily needs one. If you?re curious about where this type of trust might fit into your family?s estate plan, here?s what you need to know.

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Give my kids the house now Estate Planning

Should I Give My Kids the House Now or Leave It to Them in My Estate Plan?

Adding an adult child to your house deed, or giving them the home outright, might seem like a smart thing to do. It usually isn?t.

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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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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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why you need an estate plan 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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