The Importance of Digital Assets in Your Estate Plan

The Importance of Digital Assets in Your Estate Plan Dear Friends, As many of you prepare to conduct an annual review of your estate plan, we wanted to remind you of important assets that are sometimes overlooked -- digital assets. Many people don’t realize the value and extent of their digital assets and [...]

2021-02-18T20:01:56+00:00February 18th, 2021|Estate Planning, Newsletter|Comments Off on The Importance of Digital Assets in Your Estate Plan

Now is a good time to review your estate plan

Now is a good time... Dear Friends, Now is a good time to review your estate plan A few weeks ago, we mentioned the importance of yearly estate plan reviews and with February upon us, now is the time to get started! For most of us, 2020 was a whirlwind of uncertainty and [...]

2021-02-08T21:56:51+00:00February 8th, 2021|Estate Planning, Newsletter|Comments Off on Now is a good time to review your estate plan

How to Protect Your Pets with Pet Trusts

How to Protect Your Pets with Pet Trusts For many pet owners, pets are their “furry babies” and special consideration needs to be given to properly plan for these much-loved members of the family. Making sure that pets have a loving home in the event that the owner is no longer able to care [...]

2018-12-10T14:41:51+00:00December 10th, 2018|Estate Planning|Comments Off on How to Protect Your Pets with Pet Trusts

Wills vs. Living Trusts: What’s the Difference? Do You Need Both?

Wills vs. Living Trusts: What’s the Difference? Do You Need Both? Wills and living trusts are two very different types of estate planning tools that can serve both similar and different purposes. If you are putting together an estate plan, which one should you use? Should you use both? Here is a brief introduction [...]

2018-12-10T14:33:48+00:00December 10th, 2018|Estate Planning|Comments Off on Wills vs. Living Trusts: What’s the Difference? Do You Need Both?

How To Support Your Favorite Charities With A Donor-Advised Fund

How To Support Your Favorite Charities With A Donor-Advised Fund The holidays are a time of charitable giving. The joy and warmth that surrounds the weeks leading up to the new year leaves many of us in a more generous spirit. In fact, most charities receive the bulk of their annual donations during the [...]

2018-11-30T20:32:26+00:00November 28th, 2018|Estate Planning|Comments Off on How To Support Your Favorite Charities With A Donor-Advised Fund

Massachusetts Estate Planning Statistics

Massachusetts Estate Planning Statistics As the old adage goes, “If you fail to plan, you plan to fail.” Planning your life and day to day activities is important, but planning needs to extend beyond your life. Putting an estate plan in place ensures that your estate is distributed without conflict, headache, or burdening tax [...]

2018-11-28T19:41:01+00:00November 14th, 2018|Estate Planning|Comments Off on Massachusetts Estate Planning Statistics

How Do You Protect Digital Assets After Death?

How Do You Protect Digital Assets & Social Media Accounts After Death? From how we access our money to where we store our photographs, many aspects of life that used to involve in-person interactions and tangible property now exist online. As a result, the concept of “digital assets” has become mainstream, and these digital [...]

2018-11-28T19:42:24+00:00October 19th, 2018|Estate Planning|Comments Off on How Do You Protect Digital Assets After Death?

Who Is an Executor (Personal Representative) of a Will and What Are their Duties ?

Who Is an Executor (Personal Representative) of a Will and What Are their Duties ? Serving as the executor (known in Massachusetts as a Personal Representative)  of a loved one’s estate is an important task that carries a number of responsibilities. As a result, while almost anyone can serve as an executor (with the [...]

2018-11-28T19:43:06+00:00October 19th, 2018|Estate Planning|Comments Off on Who Is an Executor (Personal Representative) of a Will and What Are their Duties ?

Divorce Considerations for Massachusetts Estate Plans

Divorce Considerations for Massachusetts Estate Plans Going through a divorce is an important time to revisit your estate plan. Whether you prepared your estate plan before or during your marriage, there are a number of provisions that potentially need to be changed, and not updating your plan could result in undesirable consequences during your [...]

2018-11-28T19:43:46+00:00September 26th, 2018|Estate Planning|Comments Off on Divorce Considerations for Massachusetts Estate Plans