The goal of state law is to ensure a person who has suffered incapacitation and cannot make personal care or financial decisions has the right guardian or conservator. This is why Massachusetts law establishes a hierarchy of candidates who may serve as guardians....
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Blog
What could disqualify a trust to be a Medicaid trust?
Setting up a Medicaid trust under Massachusetts law takes careful planning, but the effort can be worth it. This kind of trust holds some of your assets so you may reduce the size of your estate and someday qualify for Medicaid. However, not all trusts qualify as...
Guiding your heirs: Protecting your estate in Massachusetts
Leaving an inheritance to your loved ones brings a sense of satisfaction, knowing that you have provided for their future even when you are no longer around. However, you might worry that your heirs could misuse or waste their inheritance, leading to financial...
Disadvantages of using downloadable estate planning forms
Would it surprise you to know that only just over one-third of American adults have any kind of estate plan? If you have not created a plan of your own, you probably have well-meaning friends and family members telling you to get one in place, especially if you have...
4 estate planning steps you should not overlook
The complexities of estate planning often lead to overlooked details. When you want the confidence that your estate plan is comprehensive, there are a few components you should address. There are four steps you should not overlook. 1. Choose a secondary executor You...
What are some signs of undue influence on an elderly person?
When your elderly loved ones are crafting their estate plan, they may begin to show signs that someone else is pressuring them. This person could be directing and influencing your loved one from behind the scenes in order to get the majority of the inheritance....
Should you leave your investment properties to your children?
With Massachusetts' beautiful streams and plains, this state has a lot of potential investment properties. While these are great to have during your life, what happens to them when you pass away? When planning your estate, you need to make important decisions about...
When is the right time to begin estate planning?
Estate planning has value for anyone, regardless of status or age. Putting off planning until you reach certain goals is a risky move and can cause disappointment later. As soon as you reach the legal age of adulthood, begin planning. Maintaining it over time will...
4 estate planning mistakes to avoid
After working hard and amassing wealth and assets, you want to ensure that it goes to the people you love upon your death. Unlike two-thirds of people who do not have an estate plan, according to Caring.com, you have planned ahead to ensure your wishes get met....
3 tips for choosing the right executor
Planning for the future also requires planning for the end of life. Even as one of the few Americans with some kind of estate planning documentation, you still want to ensure that you choose the right executor to ensure your wishes get met. Before deciding on a...