Blog

Want to thank Kathy for arranging a seminar at New Pond Village in Walpole recently. Many who attended had already made arrangements for their future - that's why they were in a retirement community. But re-examining instruments drafted years ago is...

A rare legal vehicle this office is acquainted with is a petition to partition. This happened 49 times one year in  Norfolk County. It is a rare action in equity, designed to liquidate property to satisfy the demands of a joint owner wanting to cash...

The outreach message we're hoping Kathy and others can continue to sow amongst any and all fifty (50) or older penetrates more deeply the more we run across cases where people haven't planned, waited long after a parent's death to act, or...

We have recently started to dialogue with all the attorneys who are in the Probate Section of the Massachusetts Bar Association. We post questions to get peer feedback. One being about what your options are in filing a limited formal probate, which...

Putting things off is the natural human tendency, and all this office can do is get help from Kathy and others to preach to people the message of the Boy Scouts - Be Prepared. So many watch the members of the family suffer pain and aggravation because...

Had people in recently who have to deal with a niece who is, so they see it, not respecting her aunt's wishes, and acting like self will run riot. Her power comes from Health Care Proxy and a Power of Attorney.  Reviewing them shows them flawed,...

Must report I just returned from the most valuable MCLE Seminar I have ever gone to. In 1990's, went regularly  enough to be both asked to be a panelist, to getting free courses from volunteering for Southwest Middlesex Legal Services. This...

One of the things this office stresses is time management. Learn to work smart, then it's easier to work hard. Sharp people listen to advice. CPA showed me how to have work performed for me by people without hourly employees, and all the tax...

Kathy has attended 1 law firm's outreach to attract seniors to get them to handle their affairs. Personally saw a young woman attorney of 8 year's experience was working with an insurance salesman to promote plans for dealing with your...

One asset the office is going to start to utilize is the Probate Law Digest feature of being in the Probate Section of the Massachusetts Bar Association. We have two arcane situations, where there has been a three plus year delay in administering...