April 21, 2020

EXECUTING ESTATE PLANNING DOCUMENTS DURING THE PANDEMIC

How do you go about signing documents during this time of social distancing and self-isolation?  In Massachusetts, a will be must in writing and signed by the Testator in the presence of two credible disinterested witnesses.  Although notarization is not necessary, it simplifies the probate […]
April 20, 2020

Estate Planning in the Midst of the Corona Virus

The novel coronavirus pandemic and resulting social distancing and self-quarantining has caused obvious anxiety, fear and concern over our health, family and financial matters. It has left many of us feeling that so much is beyond our control. However, this is not the time to […]
April 4, 2017

Pre-Paid Funeral Contracts

Although funerals are never a fun thing to think about, failure to plan for this inevitability can have negative consequences for you and your family.  When a loved one dies emotions are high.  Financial implications of a funeral are often overlooked.  However, funeral expenses are […]
February 16, 2017

Choosing a Personal Representative

Choosing a Personal Representative for your estate is one of the most important decisions you will make.  Your Personal Representative has complete authority over the administration of your Estate.  The Personal Representative also has significant responsibilities, including settling creditor claims, filing individual and estate tax […]
January 16, 2017

New Years Resolution: Update Your Estate Plan

New Year’s Resolution Updating Your Estate Plan New Year Resolutions are popular this time of year. Many of us resolve to lose weight, to start exercising, to become a better you.  This year, why not add review your estate planning documents, including your Will, Trust, […]