Your Life, Your Way Healthcare decisions are among the most personal, and most consequential, any of us can make. For many of us, there may come a time when old age, illness, or injury will prevent us from voicing our wishes and concerns about what we prefer for our bodies, or even how we prefer […]
What Happens When You Can’t Take It with You? As of 2020, up to 60% of Americans had not created a will. While it may seem like a hassle that can be put off for another day, tomorrow is never guaranteed, and the hassle of dying intestate (without a last testament) is far greater than […]
Considering Real Estate When Estate Planning Real estate can be the key to financial independence for a lifetime. Through collecting rents and investing in your holdings, you may have built a good life for yourself, your family, and your other loved ones. But managing and maintaining properties is a time-consuming task. You know this. At […]
No Time Like the Uncertain Present to Prepare for the Certain Future While it is always the time to get your affairs in order, since putting off these important decisions can lead to financial and emotional pain for your survivors, the ongoing COVID-19 pandemic has brought mortality to the forefront of many minds and has […]
If you don’t want important decisions to be left up to the state when you’re gone, you need a will. If the idea of creating a will feels like you’re tempting fate, think of it as a road map you’re leaving your family, so they don’t have to stress over making the right decisions on […]
A Holistic Approach to Your Affairs For many people, especially those approaching middle- or retirement-age, know they should put together a plan for their estate, but feel overwhelmed by the details and options. They continue to put off estate planning for “another day” until, often, it is too late. Younger people also should consider their […]
Creating a will not at the top of your to-do-list? Maybe it should be! Creating an estate plan is one way to ensure your family is taken care of, and your wishes are carried out in the future. Having a will isn’t just for the uber-rich or elderly. In fact, everyone should have a will […]
Get Your Affairs in Order For most of us, coronavirus and the threat it poses has made us contemplate the status of our estate plans. As thousands of people in the Commonwealth have died of COVID-19 and its complications, many thousands more are ill, and many, many thousands more face unemployment and financial hardship. There […]
Question: What does it accomplish? Answer: Allows you to distribute your Estate Property in the manner you chose. So in effect you are providing instructions stating whom you want to receive something of yours, what you want them to receive, and when they are to receive it. Without a Will, your Estate Property is distributed […]
The ability to change is at the heart of the difference between revocable and irrevocable trusts. Revocable trusts take their name from the trustee’s ability to “revoke” (i.e. change) provisions of the trust agreement after signing. These changes could include adding or removing beneficiaries of the trust by amendment or even dissolving the entire trust. […]
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