What is a revocable trust and why do I need one? Revocable trusts, also known as living trusts, are estate planning tools created by individuals (referred to as donors) that can be altered or revoked
Can a surviving spouse claim a spousal share under M.G.L. 191 § 15 for assets held in a revocable inter-vivos trust—can one spouse disinherit the other spouse using a revocable trust? Facts: Mary A. Sullivan,
What is a personal representative? What are their duties? How are they appointed? Who should I pick? When navigating probate proceedings in Massachusetts, one of the critical decisions involves appointing a Personal Representative (formerly known as
Understanding Property that Passes Outside of Probate is Crucial for Estate Planning Estate planning often involves navigating complex distinctions between probate and non-probate assets. Understanding these differences is important for ensuring that a client’s wishes
Now that you have said “I do,” what changes should you consider when reviewing your last will and testament? With all of the exciting changes that come with married life, it is easy to forget
Can I sign a will and how many witnesses do I need? When it comes to drafting a will in Massachusetts, it is crucial to understand the specific legal requirements outlined in the Commonwealth’s statutes.
I recently learned that a client passed away unexpectedly. I represented Mr. and Mrs. R when I helped them amend their revocable trust and wills. We reviewed funding of their assets in their trust. I
Are a Trustee and Personal Representative the Same Thing? While a trustee is tasked with administering the assets of a trust for the benefit of third parties, a personal representative is tasked with
For a legal document to be effective, the document’s signer must possess capacity. When we think about capacity to sign a will, we call it “testamentary capacity.” In Massachusetts, testamentary capacity requires that the person
What is a revocable trust and why do I need one? Revocable trusts, also known as living trusts, are estate planning tools created by individuals
Can a surviving spouse claim a spousal share under M.G.L. 191 § 15 for assets held in a revocable inter-vivos trust—can one spouse disinherit the
What is a personal representative? What are their duties? How are they appointed? Who should I pick? When navigating probate proceedings in Massachusetts, one of the
Understanding Property that Passes Outside of Probate is Crucial for Estate Planning Estate planning often involves navigating complex distinctions between probate and non-probate assets. Understanding
Now that you have said “I do,” what changes should you consider when reviewing your last will and testament? With all of the exciting changes
Can I sign a will and how many witnesses do I need? When it comes to drafting a will in Massachusetts, it is crucial to
I recently learned that a client passed away unexpectedly. I represented Mr. and Mrs. R when I helped them amend their revocable trust and wills.
Are a Trustee and Personal Representative the Same Thing? While a trustee is tasked with administering the assets of a trust for the
For a legal document to be effective, the document’s signer must possess capacity. When we think about capacity to sign a will, we call it
