Blog

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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Legal News: What Can I Shred?

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...

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Legal News: How Do I Protect My Children's Inheritance?

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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Legal News: Domestic Relations (IRAs - Beneficiary)

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...

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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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