Currently Browsing: Probate Administration

Legal Notes: The Importance of a Healthcare Proxy

The Importance of a Healthcare Proxy in Times of Crisis In times of crisis, it is of paramount importance to have proper documents in place in the event that you fall seriously ill. A health care proxy is a legal document in which you to designate an...

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Office News: What Documents Should NEVER be Shredded

This is a guide from the Federal Trade Commission (FTC): Here's a list of what should never be shredded and should ideally be stored in a safe deposit box at the bank or in a locked box: Divorce decrees Original marriage and birth...

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Office News:The Durable Power of Attorney and Health Care Proxy

Documents called a Durable Power of Attorney and Health Care Proxy, which give authority to an agent which continues despite the disability or incapacity of the make of the power. It is a substitutue for a court-appointed guardian or...

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Office News: It's July, have you thought about a will yet?

The year is still young......PLEASE think (more importantly DO something) about planning ahead.The outreach message we're hoping Kathy and others can continue to sow amongst any and all fifty (50) or older penetrates more deeply the more we run...

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Office 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: 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 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: Do you plan on having a trust for a beloved pet after you pass?

Providing for your pets doesn't have to be complicated. It may be as simple as talking it over with your children or other relatives and ensuring that they would welcome your pets into their homes. But if you don't know for sure where your...

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Legal News: To Litigate or NOT Litigate

The big issue sometimes in probate, is whether or not you should advise or encourage litigation. Many things such as seeking the removal of a trustee, demanding accountings, trying to dissolve the trust, etc. may all be legally justified- BUT not...

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Office News: Do You Have a Will?

When you read this, you should ask yourself, "Do I have a will?" "Did I do the right thing and plan far enough ahead to avoid any confusion or undue drama when I pass away?" Did you know that if you have no relatives (not...

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