DGVE law Blog

18-Year-Olds Need Estate Plans, Too

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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

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

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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 […]

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Should I write my own Will?

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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 […]

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Like How You Prepare for a Nor'Easter

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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, […]

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Harper Lee – Privacy Please

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Harper Lee’s Last Will and Testament unsealed and made public

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Get Organized for Tax Time!

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

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Time for "The Talk"

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Time 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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Should I Designate My Children's Guardian As Beneficiary of My Life Insurance Policy?

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Back, back & I’m glad I’m back!  [Sorry, I’ve had that sung to the tune of the Mighty Mighty Bosstones “He’s Back” in my head for days now.]  I’ve badly neglected my blog the past couple months while I’ve been busy with myriad other things competing for my attention.  And while I’ve drafted several great […]

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Legacy Building Through Estate & Income Tax Planning

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First and foremost let us observe that there are legally permissible strategies that enable us all, if we so choose, to reduce the amount of taxes we owe to our state and/or federal government.  As with all other laws, the tax code is a highly politically-charged creation and subject to frequent and widespread changes.  Depending […]

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