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Legal News: Wills and Trusts (Forfeiture Clause - Removal of Beneficiary)

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"...

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Legal Notes: Tax Smart Cash Flow Solution for Seniors with Appreciated Homes

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...

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Legal News: Reasons people cite for NOT HAVING A WILL...

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...

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Legal News: Consider a Qualified Personal Residence Trust for Your Vacation Home

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...

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Legal News: 5 Myths Regarding Assisted Living

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...

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Office News: Be Prepared NOW...Please read ASAP

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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Office News: Review of Symptoms of COVID-19

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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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: Working from Home: 5 Steps to Set Boundaries

Working From Home: 5 Steps to Set Boundaries How to separate the professional and the personal when home becomes your office by Andy Markowitz, AARP, March 31, 2020  Comments: 0 "With the sudden imposition of remote work,...

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Office News: Questionnaire posted to Alex from Lawyer.com

Alex had recently become a member of Lawyer.com and was asked to complete the following 10 questions: Please describe a case in the last year or two where you made a big difference.  A call came from Denver, Colorado. To this day, she...

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