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March 2016 Archives

Keeping the probate process family friendly

One of the goals of estate planning for many Massachusetts residents is to eliminate -- or at least minimize -- any potential arguments among family members. Making the probate process family friendly is possible, but it takes some work up front. Once an estate plan is made, it will need to be reviewed and updated as needed to ensure that it still meets this and other goals.

Getting through the probate process as an executor

Being the executor of an estate could be an intimidating responsibility for a Massachusetts resident. Many people are not quite sure what they are supposed to do in this position. Fortunately, understanding the duties can help, and it is not necessary to go through the probate process alone.

Estate planning is essential to long-term care

More than likely, Massachusetts residents do not want to think about a time when they may be unable to deal with day-to-day tasks alone. Even so, as the age of the country's population increases, the probability of needing long-term care is also increasing. Further, no one can predict when an accident or illness will prevent him or her from making decisions. Therefore, it would be beneficial to plan for this eventuality, and estate planning is essential to this process. 

Using a revocable trust to distribute assets to children

There are many types of trusts that can be used depending on an individual's circumstances and family dynamics. Even so, the most popular type of trust used by people here in Massachusetts and elsewhere is the revocable trust. This is because the grantor can make changes to the trust during his or her lifetime.

Estate planning is needed for digital asset protection

Nearly every Massachusetts resident has an online presence. Social media, online only bank accounts and investment accounts are becoming the norm. What happens to these accounts when an individual dies? A growing number of people who engage in estate planning are concerned about digital asset protection, but the laws not able to keep up with technological changes.