Estate Planning

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Understanding the Personal Representative’s Role in the Massachusetts Probate Process

Probate in Massachusetts involves a detailed and meticulous process, with the personal representative, previously known as the executor, playing a pivotal role in overseeing the deceased person’s estate. Let’s delve deeper into the responsibilities and considerations specific to Massachusetts probate law. Personal Representative’s Defined Role in Massachusetts: The personal representative is tasked with marshalling the …

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Charitable Giving in Your Estate: A Guide

Integrating charitable giving within estate planning is a great way to extend your philanthropic values beyond your lifetime, establishing a legacy of generosity and support towards causes that are important to you. It allows for robust engagement with a wide spectrum of charitable endeavours while potentially furnishing financial advantages to your estate and heirs. Situated …

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Why you shouldn’t used canned estate planning documents

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. Once you acknowledge the importance of having a plan, it may seem like resorting to readily available “Do-It-Yourself” forms found online would be a convenient fix. While we love rolling …

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Would there ever be a reason to create more than one trust?

Would there ever be a reason to create more than one trust?

Should you consider creating more than one trust? Individuals and families in Massachusetts and nationally that are thoughtfully focused upon estate planning often have numerous questions regarding trusts. These are important questions with many different answers, all depending on a person or family’s unique situation. There are many types of trusts, with the instrument collectively …

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What Are Your Options for Special Needs Estate Planning in Massachusetts?

What Are Your Options for Special Needs Estate Planning in Massachusetts?

Disabilities affect families at all income levels. A child could be born with a disability or could have developed one due to an accident. It can be challenging to advocate for your child with special needs to protect their welfare and happiness. Assembling a team of professionals with the expertise to address all your child’s …

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An Estate Planning Attorney Answers the FAQs About Estate Planning

A Massachusetts Estate Planning Attorney Answers the Most Frequently Asked Questions About Estate Planning

Contacting a Massachusetts estate planning lawyer is a great first step for ensuring that you have the correct documents and strategies in place. But sometimes, you’re more likely to reach out to a lawyer for support when you’re in the midst of a difficult situation. The Law Offices of Kimberly Butler Rainen, experienced estate planning …

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The Bernie Bill

Any individual or family with an estate should stay up to date on the political climate as it pertains to estate taxes. Recently, a newly proposed tax bill that affects how estates and gifts are taxed was announced. Officially called the “For the 99.5 Percent Act,” the bill is also known as the “Bernie Bill” …

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