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...
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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....
Mass Lawyers Weekly Newspaper (August 31, 2020) "This Week's Decisions" Where a plaintiff has filed a complaint against her deceased ex-husband's estate for payments allegedly due under the parties' divorce judgment, the...
This Week's Decisions: Mass Lawyers Weekly (August 31, 2020): Where a judge removed a plaintiff as a beneficiary of a trust, finding that the plaintiff had forfeited his right to the trust assets under the trust's "no contest"...
Many older people own hugely appreciated homes but are short of cash. A side effect of large appreciation is the fact that selling the property to raise cash will trigger a gain well in excess of the federal home sale gain exclusion (up to...
If you already have a last will and testament, then you are among the minority of the population. Great planning! However, for those of you who do not have a will, we understand some of the reasons why you hesitate to formally plan your...
Consider a Qualified Personal Residence Trust for Your Vacation Property Do you own a beach house, ski chalet, resort condo or other vacation getaway? Perhaps it's the place where cherished family...
For many people, the idea of assisted living is not something they want to think about. However, there are a lot of myths out there about this type of senior housing. Here we look at five common myths and explain the truth about what you need to know...
