Here are seven critical documents necessary to cover the aspects of a well-devised estate plan. 1. Last Will & Testament The fundamental purpose of a will is to outline who will receive your assets upon your death. Another important purpose of a...
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When mental incapacity arises, attention is often directed to the asset management problems, but equal and sometimes greater problems related to health care decisions are also presented. Perhaps too much attention had been placed on the ultimate...
One item that is important enough to note that we want it posted on the office Facebook and whatever personal Facebook would post it, is the matter of fees. First, court costs are what they are. It would be the same if you did it yourself. One thing...
Had a very satisfied client in the office recently who exulted over the fact that we had been able to draft a will, get a power of attorney and other documents in a simple, non-legalese way that he could understand; not be mystified by legal jargon,...
Estate plans need to be updated periodically, especially by older adults. Frequently revising your estate plans is important as you age because your circumstances change ore frequently than at previous points in your life. While you and your estate...
(Taken from The Norwood Local Town Pages August 2020) In light of the current pandemic, many Americans are becoming aware of the importance of creating or updating their estate planning documents. If you are considering writing your own will or using...
Call the office today @ 508-660-0331. Alex can help you with your Will. Scores of people have flocked to have their estate planning documents and wills created and updated. According to some statistics, an estimated 52% of people ages 55 and up...
The Importance of a Healthcare Proxy in Times of Crisis In times of crisis, it is of paramount importance to have proper documents in place in the event that you fall seriously ill. A health care proxy is a legal document in which you to designate an...
A Trustee’s duties include, among other things, prudent investing, carrying out the express terms of the Trust, maintaining a relationship with the beneficiaries, providing annual accounts to the beneficiaries, and tax compliance. Trustees owe a...
Independent living as we get older may not be the best solution. With all the choices out there, understanding each option may help make the decision easier. Here are 7 options to consider: 1) Living with family: Living with family or other...
