What Happens to My Child’s 529 College Savings Plan If I Die?

You and your spouse want to provide as much as possible towards your child’s future college education.  So you did the responsible thing years ago and started a 529 college savings plan.  But what happens if you and your spouse die while your child is still a minor?  Well, your estate will become the owner […]

Spring Cleaning? Dust Off Your Old Estate Plan With this Checklist

Here are some details to help you evaluate whether your plan will do what you need, and when.  My legal documents were drafted by a Massachusetts attorney following a review of my family and financial circumstances and a personal consultation with me to clarify my wishes and create a custom-tailored plan to suit my unique […]

What is Estate Planning & Do I Need a Will Now?

“Estate planning” is really about how you wish matters to be handled in the event of your incapacity and after your death. Who would you want to make medical decisions for you if you were unable? In what ways would you wish to be kept alive and for how long? How would you wish for […]

How Do I Find the Right Lawyer to Write My Will and Trust?

Step one was realizing that you need a Will, Trust, Durable Power of Attorney, Health Care Proxy, Living Will, and other Estate Planning legal documents. Those are all necessary parts of having your own comprehensive estate plan. Or maybe you recognized that it is time to update your Will, Trust, and estate plan because so […]

How Much For a Simple Will?

This is the #1 question we field and also one of the most challenging to answer.    There are very inexpensive Will-drafting software packages for sale in office supply and box stores (about $50), there are relatively inexpensive online Will drafting services (about $100), there are are fresh-out-of-law-school newbies advertising on Craigslist who will draft a […]

Like How You Prepare for a Nor'Easter

The 3 Nor’Easters we’ve had in the past 10 days or so here on the South Shore and around the Boston area remind us how important it is to be prepared for whatever life may throw at us. You might fill water bottles, ready flashlights, pile on blankets, stock firewood, or gas up the car, […]

Get Organized for Tax Time!

We’ll help you come out of this tax season feeling relieved and in control instead of confused and disorganized.

Should I write my own Will?

The more cynical amongst us would say, by all means, please do your own estate plan! That is my retirement plan with guaranteed future work to untangle the inadvertent messes.I’m still holding onto hope that people will listen to us when we caution you that: there is more to estate planning than “verbiage” it requires […]

18-Year-Olds Need Estate Plans, Too

Every adult needs at least a few basic legal documents to provide for her own medical and financial affairs. Once a person turns 18 years old he becomes a legal adult. This matters from an estate planning perspective because: Parents or legal guardians lose their right of access to information about that young adult. The […]