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Legal News: Trust Beneficiaries Sue, Breach of Contract

In the Lawyers Weekly (11/25/19) under Verdicts & Settlements: Mimi Greenberg died in 1974 and was survived by her spouse, defendant Nathan Greenberg and their two adult children, plaintiffs Ruthanne Miller and Henry Greenberg. Mimi had executed...

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Office News: Using Social Media Wisely

Today so many people use social media to communicate with eachother. I know I use Facebook to catch up on family photos from my siblings who are scattered throughout the country. It's free and I don't have to worry about when to call...

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Legal News: Choosing a Trustee, Factors to Consider

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...

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Legal News: Why you must check your Estate Plan EVERY YEAR!

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...

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Legal News: Long Term Care for our Parents

Many of these financial needs could be avoided by using insurance or health savings accounts and proper estate planning. However, many types of insurance do not cover some long-term care needs and some individuals may try to avoid...

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Legal News: 5 Rules for Inherited IRA's

Ineriting an IRA or aiming to protect your own heirs, you've got to get the IRS involved. 1) First, do no harm. If you inherit a retirement account, don't do anything until you know exactly what rules apply. With your own IRA you can take...

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Office News: Be Prepared NOW, before it's too late!

The Office of Alexander F.X. Matulewicz, Esq. is ready to help you with all your probate issues. We find it helpful to advertise by word of mouth to our co-workers, friends and relatives how important it is to be prepared when the day comes and one...

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Legal News: Why you must check your Estate Plan Every Year!

Why You Must Check Your Estate Plan Every Year Revisit for Your Welfare! (It's April 1st, AKA "April Fools Day" but Please read this post, NO KIDDING!) Certain things happen every year: holidays, birthdays, anniversaries…and...

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Legal News: How do I protect my Children's Inheritances?

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....

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Office News: Need a Will? Call Alex Today!

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...

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