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Trust & Estate Planning

Reasons Why Financial Advisors Should Partner with Trust and Estate Attorneys when Creating a Client Plan


Unfortunately, a significant percentage of people fail to have any sort of estate planning in place, forcing their families and beneficiaries to navigate the complexities of probate court in order to acquire the deceased person’s property. Probate is a long and costly process, but can often be entirely avoided through proper estate planning and trust

Administering an Estate in the Digital Age


Imagine that a family member has just passed away and you know they have important information stored on the internet. It could be in the cloud, in their email, or on a social media account. How do you access this information? The Massachusetts Supreme Judicial Court (“SJC”) recently decided the case Ajemian v. Yahoo!, Inc.,

Estate Planning Isn’t Just For The Wealthy!


Everyone over the age of eighteen should have an estate plan, regardless of your net worth. An estate plan consists of documents that control decisions over your person or your affairs if you cannot make those decisions for yourself, or if you pass away. It includes not only the documents that everyone thinks about such

What is an Estate Plan?


An estate plan is not a Will, although a Will is certainly part of a good estate plan.  In a good estate plan, the Will may be the least important document.   If a Will is not an estate plan, then what is? A good estate plan consists of at least three documents: a Will, a

MassHealth Case Study


Susan and John have been happily married for 51 years. They raised two kids and enjoyed spending time with their grandchildren. They were worried about their estate plan because Susan had recently been diagnosed with Parkinson’s disease and they did not want the costs of her anticipated care to bankrupt them. In 2006, Susan and


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