As the parent of a child with special needs, it is important to make sure that your child has the resources to meet their long-term needs. A special needs trust provides a source of funds for your child to meet financial obligations, making it an important part of...
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Boston Elder Law Blog
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...
How do you discuss your estate plan with loved ones?
No one wants to have the difficult, unpleasant and often painful conversations surrounding estate planning. However, it is crucial for a person to communicate their plans and wishes with their loved ones in order to avoid headaches and confusion later down the road....
Can you minimize your heirs’ taxation?
You may already have a plan on how to minimize or handle the taxes on your estate after your death. But have you considered the taxes your heirs may have to pay? Remember that the government will tax everything possible, so your heirs may be looking at taxes on their...
Can a living trust help you avoid probate in Massachusetts?
If you have assets, estate planning is something you should carefully consider. Without a proper plan in place, you have no control over what happens to your property once you pass on. Unfortunately, this also leaves your family with the often heavy burden of probate,...
How can you diversify your estate plan?
The goal of your estate plan is to dispense as much of your assets and property as possible to those you love. One way you can ensure this happens is to diversify how you do this. A diversified estate plan implements several fiduciary methods to help your loved ones...
Understanding revocable vs. irrevocable trusts
Setting up a trust allows you to ensure those you care about have access to your assets without having to go through the probate process. Trusts have advantages that make them an attractive option, but the different options available can seem confusing. One key thing...
The dangers of keeping your estate plan secret
Historically, parents have kept their estate plans secret from their adult children. The reasons for this are many- fear of upsetting their children, wanting to avoid pressure from their kids to get an "advance inheritance," fear that one of the children will abuse...
What situations make probating an estate necessary?
It is not always required to go to probate court to pass an estate to heirs. Still, some circumstances do not allow you to avoid probate. It is important to know some of these situations, particularly if you are going to be an estate executor in the future. According...