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Why You Must Check Your Estate Plan Every Year Revisit for Your Welfare Certain things happen every year: holidays, birthdays, anniversaries…and estate plan reviews. That’s right! Checking your estate plan is worth turning into an...

Lawyer's Weekly Newspaper (This Week's Decisions) dated 9/7/2020: Where plaintiff trustees filed a complaint in Probate & Family Court seeking a declaration that each of the defendant beneficiaries had violated the trusts' no-contest...

Lawyer's Weekly Newspaper (September 7, 2020)  Where a husband has appealed from a judgment of divorce nisi entered by a judge of the Probate & Family Court, the portion of the divorce judgment concerning the treatment of the wife's...

The following was taken from a newscast (a few months ago) and the person being infterviewed did not want to be identified. I need to repeat this and inform everyone how you can protect yourself while shopping. "The other day I shopped in a...

The list of major estate mistakes and poor choices is almost infinite. Here are some of the mistakes that are frequently made. 1). NOT HAVING A PLAN Not having a will means that at your death the distribution of your assets will be dictated by the...

I Think I Have Coronavirus Symptoms. Should I See a Doctor or Self-Quarantine? April 13, 2020 Feeling under the weather is never fun, and it can be especially scary now during the COVID-19 pandemic. Is your cough just a minor cold or is...

Last night, while I attended a financial meeting (wearing masks and being socially distant) I was speaking to a woman next to me and we were talking about today's environment, etc. I casually asked her if she had a will. She looked at me a little...

For those of us who practice trust law, there practically is nothing more important than making sure the trusts we draft meet all the legal requirements of a trust. If we omit or improperly draft certain provisions, the client's wishes could go...

Here is a guide from the Federal Trade Commission (FTC) for getting rid of some of that extra paper clutter and free up some shelf and cabinet space: Immediately shred – All sales and ATM cash withdrawal receipts, utility bills, credit card...

HOW DO I PROTECT MY CHILDREN'S INHERITANCES?   The best way to protect your children's inheritances is by setting up a Revocable Living Trust and having your children receive their inheritance within a sub-trust of your Revocable Trust....