Wills

Upon hearing the term estate planning, many people experience feelings of anxiety and worry. Let's face it, no one wants to think about their own mortality and many people solely equate the estate planning process with just that. In reality, there are numerous reasons...

There are many unknowns in life. These uncertainties become especially apparent when one contemplates his or her future long-term care and health needs. While there's no way to predict the future or truly know how much money you'll need or be able to leave to your...

Many Massachusetts residents would likely consider a will to be the most important estate planning document. In many cases, a last will and testament serves as the cornerstone of a comprehensive estate plan and provides directives for the distribution of an...

Most people focus heavily on their retirement accounts, investment funds, life insurance policies and real property when planning their estate, paying little attention to personal property such as family heirlooms, jewelry, art and collections. However, personal...

If you are like most parents, you probably plan to leave a fair share of assets to each of your children when you pass. But it might be more complicated than just dividing your assets equally among your kids, because fair doesn’t always mean equal when it...

The fact that the heirs of the late Robin Williams are now battling over their inheritances in court is no laughing matter. As the Hartford Courant pointed out in a recent article, while Williams’ estate plan was tax efficient, it may have been lacking in other areas....

While most baby boomers are eager to make sure their retirement plans are in order, USA TODAY recently reported that too few are accounting for an estate plan, which can result in stress and conflict for surviving family members. A New York-based wealth adviser told...

Effective estate planning is just as important, if not more important, for people without children as it is for people with children. There are two main issues that people without children need to address in their estate plans: who you want to make end of life...

During the estate planning process, most people focus primarily on making sure their children are provided for, and they give little thought to their digital accounts. But people often underestimate just how much of their lives take place online these days. Most...

There is a common misconception that just having a will in place will be sufficient to protect a person's wishes and assets. People assume that they can draw up a will, expect that the terms will be carried out as specified and never have to worry about any potential...