What is an Independent Trustee?
July 27, 2023
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An independent trustee is an individual or a professional entity appointed to oversee and manage the assets held in a trust or estate. Their primary
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Life Planning: Stay in Control of your Fate
July 27, 2023
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Preparing for the end of life is a vital endeavor, though not always simple. From a sensible perspective, it involves lightening the potential burden on
What is a Power of Appointment provision?
July 21, 2023
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Power of Appointment Provision within a Trust A power of appointment provision is a legally binding provision within a trust that empowers the surviving spouse
What is an Estate Inventory?
July 21, 2023
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Imagine this scenario: You have recently lost a loved one, and amidst your grief, you find yourself faced with the daunting task of settling their
Common Questions about Massachusetts Credit Shelter Trusts
July 14, 2023
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A credit shelter trust (CST) serves as a valuable strategy in estate planning. CSTs can safeguard individuals’ assets from estate taxes while easing the smooth
Massachusetts Special Needs Trusts
July 14, 2023
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A special needs trust (SNT) is a crucial tool designed to protect and manage assets on behalf of individuals with disabilities. Its primary purpose is
Overview of Different Types of Massachusetts Conservatorships
May 12, 2023
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The Role of Different Conservatorships in Massachusetts Conservatorships are typically established for individuals who are incapacitated due to coma, advanced Alzheimer’s disease or dementia, or
Conservatorship Vs. Power Of Attorney
May 12, 2023
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What is a conservatorship? One of the tools commonly used to address the needs of adults with mental health challenges is conservatorship. A conservatorship is
Why you shouldn’t used canned estate planning documents
April 13, 2023
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If you haven’t established an estate plan yet, chances are you’ve heard from friends, family, and your local Estate Planning Attorney to begin the process.
Which estates need to go through probate in Massachusetts?
March 31, 2023
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The grieving process after losing a loved one is made even more complex by the added challenge of probating an estate. Estate administration raises numerous