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June 14, 2018 Office News

Had a very satisfied client in the office recently who exulted over the fact that we had been able to draft a will, power of attorney and other documents in a simple, non-legalese way that he could understand; not be mystified by legal jargon, and feel comfortable with. This was in distinction to his father’s will, that contained pour-over trust provisions, was inches thick and took us a few hours just to explain to the client and answer his questions.

We’ve even had people who work for the mega firm Ropes & Gray not only hire us, but laugh over the truth of the video on the website, where we refer to the fact that you don’t need a big, big firm to handle a large estate – you’re simply paying high prices to maintain their overhead.

We believe the blog entries provide interesting reading to illuminate the people of Massachusetts, particularly Norfolk, Plymouth, Bristol and Worcester counties, of not only the need to play Boy Scouts and Be Prepared, but also the different situations our cases present, so that you’ll be aware of some of the pitfalls and know how not being ready can cause potential family chaos and squabbles.

June 13, 2018 Office News

I’ve asked Kathy to post this blog entry on her personal Facebook to alert all her friends that every one of them could, if not be a recipient of our offices’ services, be someone who knows a contact who could be.

Recently attended an estate planning seminar, where the panel encouraged people to reach out to insurance agents, accountants, CPA’s, and bank officers – they know many people who need, but don’t have, a will or preparations “just in case”. We meet with CPA’s, bank people, who, having seen the # of positive reviews, who want to send people. You may know others who may want to meet and do the same.

June 12, 2018 Office News

Practicing law in general and probate law in particular, is an art, not a science. There are set rules, codes, etc. to follow; but often there are circumstances which dictate you go one way rather than another.

E.g. you use a formal probate if you anticipate an objection to the probate of an estate. The person contending with you is now obligated  to file an appearance and follow through his objection by filing a specific affidavit putting forth the basis for that objection. If not, it can be stricken, the will allowed, the personal representative confirmed; or whatever you’ve filed (e.g. a formal limited probate, which is required if the estate is three (3) years old or more).

As written previously, an estate is something like a diagram, or a puzzle, and there are different ways to put the pieces together.

 

June 10, 2018 Office News

As Marketing Director, Kathy is looking to book engagements where staff and I can make a presentation of the basics of wills, estates and estate planning.

Mentioned a link so as to make a video of these available, but your company, bank, senior center, or retirement community probably prefers a live session. Email Kathy at scarpok@comcast.net to go over the idea and arrangements.