Wills

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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Estate planning divorce Estate Planning

What Does My Estate Plan Look Like after Divorce?

Some marriages end in noise and pain. Other marriages drift away quietly with the signing of documents and only a hint of acrimony.

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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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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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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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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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