Should I Place My Home and Assets Into a Revocable or Irrevocable Trust?

ma-trust-protect-home Reasons and foundations for creating trusts date as far back as Ancient Rome. But even under modern U.S. legal structure, the trust is still one of the most important innovations in property law. So it is natural that we frequently use trusts in estate plans for our Massachusetts clients. To Read More

Prepaid Funeral Arrangements on Cape Cod – Saving Unnecessary Heartache

Prepaid Funeral Arrangements on Cape Cod – Saving Unnecessary Heartache As estate & business planning attorneys here on Cape Cod, we are telling clients almost every day the importance of having  a Will, Massachusetts Health Care Proxy and Durable General Power of Attorney. These documents very simply lay out the basic rules for just about any kind of unexpected, unplanned, Read More

Massachusetts Advance Directives – What is the Law? Part 1 of 3

Massachusetts Advance Directives – What is the Law? Part 1 of 3 There is much confusion and misunderstanding about the various types of Advanced Directives, Medical Orders and when each can or cannot be used. This article will attempt to identify and define the various types of Advanced Directives currently in use in Massachusetts and help the reader understand their options when Read More

The New Massachusetts Pet Trust | Ensuring Your Animals are Cared for Part 1

The New Massachusetts Pet Trust | Ensuring Your Animals are Cared for Part 1 The Commonwealth of Massachusetts has been very busy over the past few years overhauling much of its probate code to reflect modern family circumstances. With respect to traditional estate planning, for example, the code changes Massachusetts estate distribution to ensure that all children in mixed marriage families receive some inheritance Read More

Why Avoid Probate? | Cape Cod Probate & Estate Law

Why Avoid Probate? | Cape Cod Probate & Estate Law One of our first articles outlined the ways that our clients in Massachusetts and on Cape can avoid probate. In fact, avoiding probate is one of the most frequent goals we hear when first meeting with clients. But the information gap we encounter most seems to be that clients don’t Read More

Estate Planning in Sandwich & Cape Cod Towns | Massachusetts Estate Tax Planning

Estate Planning in Sandwich & Cape Cod Towns | Massachusetts Estate Tax Planning Clients seeking an estate plan from a Cape Cod attorney come to us often because they live locally, and they know that we understand the added complexities of Cape Cod estate plans. That complexity is, in a word (or two), real estate. While many other estates in communities around Massachusetts Read More

How to Name a Personal Representative of a Will – 3 Tips to Unburden the Family

How to Name a Personal Representative of a Will – 3 Tips to Unburden the Family Recently, a personal representative client of ours reached yet another exasperating obstacle in an already long and drawn out process. To begin with, the estate was comprised of several small life insurance accounts, each of which required a great deal of time, effort and paperwork to surrender. Fortunately, because of Read More

How to Set Up a Child Trust Fund With Incentives!

How to Set Up a Child Trust Fund With Incentives! Families having enough financial resources that want to leave some to future generations often also want to leave their values to those same generations. Having worked hard for what they’ve earned, these families want to impart to their descendants not only the money itself, but how that money was earned. Read More

Why You Need a Health Care Proxy in Massachusetts

Why You Need a Health Care Proxy in Massachusetts As part of a complete estate plan, most Massachusetts estate law attorneys will provide forms such as a “Durable Power of Attorney” and a “Healthcare Proxy.” These forms dovetail well with a last will and testament because they are documents that aim to carry out your wishes in the event Read More

When Should I Change My Will in Massachusetts?

When Should I Change My Will in Massachusetts? Most couples, whether young, middle aged, or older, need to plan on making regular changes to their estate plan. And while there is no magical number of years recommended for when to have an estate plan reviewed, most practitioners agree that every three to four years is sufficient. But there Read More