Wills and trusts are two types of estate planning tools that are used to transfer assets to heirs...
Articles
Beneficiary Designations Should Be Treated as Part of Your Estate Plan
Designating one or more beneficiaries for your retirement and investment accounts, insurance...
4 Reasons to Create a Trust During the Coronavirus Pandemic
The COVID-19 pandemic has presented a few good reasons for many people to review their estate...
The 5 Most Important Estate Planning Documents
If you are preparing to create an estate plan for the first time, it's important to include all of...
Use a Revocable Trust to Avoid Court-Appointed Conservatorship
Conservatorship is a legal process where the Probate and Family Court grants authority to an...
A Guide to Estate Planning During a Pandemic
The COVID-19 pandemic has resulted in many people more carefully considering their own mortality...
3 More Reasons to Avoid Probate
The COVID-19 pandemic understandably has people reviewing their estate plans - or in some cases,...
Will MassHealth Pay for Home Senior Care?
MassHealth Home Services for Seniors If you live in Massachusetts, are eligible for MassHealth,...