Summer Vacation Planning: If the Unexpected Happens?

“The trouble is, you think you have time.” – Jack Kornfield, Buddha’s Little Instruction Book

Summer has arrived, and many of us are already harried with planning the details of our  upcoming vacation trips.   Columnist Susan Heller has quipped: “When preparing to travel, lay out all your clothes and all your money.  Then . . . → Read More: Summer Vacation Planning: If the Unexpected Happens?

How to Make a Family Meeting a Successful Part of the Estate Planning Process

 I am a big fan of families talking to each other, even about issues of life and death.  For example, The Conversation Project is an innovative program which tries to get families talking.  In my estate planning practice, I invite and encourage our clients to include other family members in the planning process.  Recently, . . . → Read More: How to Make a Family Meeting a Successful Part of the Estate Planning Process

Your "Legacy" is more than your money ... much more

I recently met with a married couple from Attleboro, Massachusetts to design their living trusts and estate plan, and they wanted to leave more money to one of their children because their other child was very well-off financially, and just needed less money.   But my clients were very concerned about offending that child.

. . . → Read More: Your “Legacy” is more than your money … much more

Uncle Sam and Junior made an omelet of my nest egg!

One of the biggest “traps” for people who want to use a will or living trust to leave their property to the next generations of their family is how best to pass on their retirement accounts (such as IRAs, 401ks, etc.).  A Seekonk, Massachusetts man who had no estate plan recently asked me:  “If . . . → Read More: Uncle Sam and Junior made an omelet of my nest egg!

Ten very good reasons to do your life planning now!

The other day, a prospective client from Attleboro, Massachusetts called our office looking to set up a consultation.  Divorced and age 67, she wanted to see an attorney about “estate planning,” and drafting a will.  She said she presently has no will, has several children and grandchildren, and a significant amount of assets.  Hopefully, . . . → Read More: Ten very good reasons to do your life planning now!