DGVE law Blog
Should We Have Joint or Individual Revocable Living Trusts as a Married Couple Estate Planning Together? I’ve been getting this question a lot lately: Why shouldn’t we, as a married couple who have had all joint accounts and joint ownership, just have one joint revocable living trust instead of separate or individual revocable living trusts? […]
Read MoreThis 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 […]
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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 […]
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LEGISLATIVE ALERT: The SECURE Act & How It Affects Retirement and Estate Planning Today the Senate passed The SECURE Act as part of its grand spending package. The acronym stands for Setting Every Community Up for Retirement Enhancement. Now that the bill has passed both the House and the Senate with broad bipartisan support, the […]
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DGVE law’s March workshop featured a checklist for dusting off your old estate plan. 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 […]
Read MoreThe 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 […]
Read MoreThe 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, […]
Read MoreHarper Lee’s Last Will and Testament unsealed and made public
Read MoreWe’ll help you come out of this tax season feeling relieved and in control instead of confused and disorganized.
Read MoreTime for “The Talk The idea of confronting our parents’ mortality is indeed difficult, but this is a conversation (or series of conversations) that is crucial to you and your family’s well-being. We are so used to being cared for by our parents that the transition to becoming their caregiver often sneaks up on […]
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