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...
Follow Us x
Blog
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...
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...
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...
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...
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...
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....
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...
Shortly after registering for school in another state, my niece became very ill and required hospitalization. A friend called my niece’s home and advised my sister-in-law of the name of the hospital where my niece had been admitted. When my...
Recently, my husband was hospitalized and then transferred to a nursing home for additional care. When I arrived at this new facility and asked if I could receive his current medication list so she asked me if I was his healthcare proxy. I indicated...
