Blog

26
Jun

Should You Use A Tangible Property Memorandum?

Posted by | · · · · · · · · | Estate Planning

Do you have a bunch of “stuff” that you’d like to leave to certain individuals, but don’t want to deal with the inconvenience of listing everything in your Will or updating your Will as circumstances change? If yes, then a tangible property memorandum may make sense to incorporate or reference through your Will.   Under […]

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19
Jun

Safekeeping Your Estate Planning Documents

Posted by | · · · · · · · | Estate Planning

Completing your estate plan is a great accomplishment, but the fun’s not over yet – now you have to decide where to keep the papers for the rest of your life. Generally, you have three options for safekeeping your estate planning documents: Lawyer’s Office Traditionally, lawyers would keep and store their clients documents since they […]

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11
Jun

3 Estate Planning Mistakes You Don’t Want To Make

Posted by | · · · · · · · · · · · | Estate Planning

 1. Failing to name contingent beneficiaries   Life’s uncertain. We’d like to believe everything will go as planned, but it’s possible that your primary beneficiaries may predecease you. If that happens, you should always have alternate or back-up beneficiaries in place.   Also, it’s best to make a habit of reviewing the beneficiaries on your […]

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04
Jun

Can You Disinherit Your Spouse?

Posted by | · · · · · · · · | Estate Planning

If the thought of leaving your estate to your spouse makes you nervous then you’ve probably wondered: can you disinherit your spouse?   The answer is generally, no – at least not entirely.   Under Massachusetts law your spouse is entitled to inherit a portion of your estate (also known as the spousal elective share). […]

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