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Understanding the Responsibilities of a Trustee

Whether setting up a legal trust or being asked to serve as a trustee, it is essential to clearly understand the rights and responsibilities of the trustee role. When a legal trust is created, a person or an institution (such as a bank or law firm) must be named as the trustee. This individual or entity will have control over the management of the assets contained within the trust, making clear the need to fully Read More

Your Money, Your Independence. Guard(ian) Your Blindside.

Guest Blogger, Glenn Brown, CFP, CRPC, is the owner of Plan Dynamics, LLC. As a parent, you do dozens of things daily to ensure your child’s well-being and personal growth. Think of your instructions for a babysitter to ensure fun, consistency and safety. While out for a date night with your spouse, what if something happened where neither of you were able to come home… ever. What now? Who ensures your Read More

Asset Protection Planning – When Is It Right For You?

Whether you are creating your first estate plan to protect your young family, or you are thinking about retiring and need to review your existing plan, you may need to incorporate asset protection into your estate planning. Asset protection planning allows you to take measures to protect your assets from the most common risks that many people experience. Keep reading to discover the different risks to your assets Read More

Essential Legal Planning for your ‘Young Adult’

Parents: Is your “baby” an adult now?  As high school graduation approaches, you and your child may be planning for college, meeting next year’s roommate, selecting the fall semester’s classes, and our daughter Sadie’s favorite: shopping! Graduation is a moment to celebrate your child’s achievement (and your own)! It can be a fun and exciting time. It is also the time for you to face the cold, hard fact: Your “baby” Read More

5 Things a Will Can’t Do

When people think about how to prepare for their death, their first thought is often to create a Will. While having a Will is enough for some people, having just a Will is often not sufficient enough to accomplish the goals that you may have for the future of your family. Understanding the things that a Will cannot do for you and your family will help you understand your options and what kind of estate plan is right Read More

Naming a Guardian? Avoid These 6 Common Mistakes

Who you name as a guardian for your minor child is one of the most important decisions you will make when you are creating your estate plan. After all, you don’t want just anyone taking care of your child if you die or become incapacitated. You want the people whom you know, love and trust to be there to care for your children should the unthinkable happen. While it is easy to fall into “it-won’t-happen-to-me” Read More

A Brief Overview of Powers of Attorney

None of us like to think about the possibility that one day we may be incapacitated or no longer able to care for ourselves. In Massachusetts, there is something called a Durable Power of Attorney (POA) which allows another person or entity (that you designate) to act on your behalf. This individual/entity is your “Attorney-in-fact” or “Agent.” You are entrusting them with the power to make crucial life decisions if Read More

A ‘Friends’ Thanksgiving: Talking About Guardians

It has been a long time since David and I tuned in to ‘Friends’ to watch the antics of Rachel, Ross, Monica, Chandler, Joey and Phoebe.  But our oldest daughter, Hannah, recently came home from college with Mono. After the initial concerns, questions, blood tests and actual diagnosis, we settled in to a new routine which quickly let to binge-watching ‘Friends.' To our surprise, Season 8, Episode 9 was about estate Read More

Frequently Asked Estate Planning Questions- National Estate Planning Awareness Week

I hope you've enjoyed reading and learning about estate planning during National Estate Planning Awareness Week. We believe that knowledge is powerful and being prepared is liberating- and we appreciate you, area parents, for partnering with us in our mission to educate families - especially young families - about the importance of planning. To wrap up the week, I'd like to take a moment to summarize everything Read More

Leave A Legacy: National Estate Planning Awareness Week

In addition to drafting legal documents for all of our clients to make sure that their assets are taken care of and their families are fully protected, we also understand  that there are certain aspects that really make you, "you," which are not able to be preserved through traditional estate planning methods. That's why we conduct what we call our Legacy Interview. A Legacy Interview is made available to all of Read More