Currently Browsing: Probate Administration

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...

Read More

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...

Read More

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...

Read More

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...

Read More

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....

Read More

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...

Read More

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"...

Read More

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...

Read More

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...

Read More

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...

Read More