Blog

Legal News: James Gandolfini's Will was a TAX DISASTER!!

James Gandolfini's death at age 51 brought many discussions, none more strange than the fixation on his will. A few estate planning stories are salacious, such as the tale of Anna Nicole Smith. A few are amusing, such as Leona Helmsley's $12M...

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Legal News: Will Contests Procedure

This office has been involved in a number of will contests. There is a specific procedure to be followed. You must file an appearance before the return date of a formal proceeding; or file your own petition for formal administration of contesting 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: Wills and Trusts (Standing - No-contest clause)

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...

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Legal News: Domestic Relations (Divorce - Trust)

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...

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Office News: Protect Yourself While Shopping...

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...

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Legal News: 7 Major Mistakes of Not Having an Estate Plan

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...

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Office News: WORTH REPEATING - What are the symptoms of Coronavirus??

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...

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Office News: It happens a lot!!

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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Legal News: When is a Trust NOT a Trust?

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...

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