New Year’s Resolution 2: The Coma/Dementia Risk

Much of the asset-protection planning I do involves what happens when someone dies.  For example, you create a last will and testament.  But a lot of bad things can happen to us before we die.   You might be in a car accident and lose your mental faculties.  Or develop mental conditions like dementia . . . → Read More: New Year’s Resolution 2: The Coma/Dementia Risk

More than Money: Incorporating Faith and Values into your Estate Plan

I was designing an estate plan with a married couple from Mansfield, Massachusetts the other day, and the discussion turned to the role of their religious and moral beliefs should play in the planning process.  Money is important.  You want to leave your hard-earned savings to your family, and make sure it is there . . . → Read More: More than Money: Incorporating Faith and Values into your Estate Plan

What happens to your estate plan when you divorce?

The old divorce joke: four out of ten marriages end in divorce.  That sounds bad, until you realize the other six ended in death.  But joking aside, divorce can really mess up your estate planning.

A woman from Foxboro, Massachusetts called me the other day to ask whether her recent divorce would require . . . → Read More: What happens to your estate plan when you divorce?

How to leave property to your minor children

I spoke with a Foxboro, Massachusetts woman the other day, who wanted to talk to an estate planning attorney. She and her husband have two children, ages 11 and 8.  Her question:  how should they leave property to their kids, since they may not yet be adults when she and her . . . → Read More: How to leave property to your minor children

If You Have Minor Children, Act Now to Nominate Guardians!

 

When a Massachusetts or Rhode Island couple comes into our office for their initial consultation, one of the first questions we ask is whether they have minor children.  Why?  If for no other reason, estate planning is essential to decide who will be the guardian of your minor children if something bad happens . . . → Read More: If You Have Minor Children, Act Now to Nominate Guardians!