Estate Planning

Do-it-Yourself Estate Planning. Is it really worth it?

Do-it-Yourself Estate Planning. Is it really worth it?

The Covid-19 pandemic has sparked a renewed and urgent interest in estate planning, including the creation, updating, and/or finalization of estate planning documents. In the past few weeks, our office has received a number of calls requesting us to review the estate plans people have made using online sites such as LegalZoom, Nolo, and LawDepot. …

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Remote Notary Statute Passed to Facilitate Estate Planning, Other Legal Matters, During Pandemic

Remote Notary Statute Passed to Facilitate Estate Planning, Other Legal Matters, During Pandemic

While we are all safe at home, a lot of things we took for granted just a few short weeks ago, have had to be sidelined until the current health situation has subsided. One of those things is the ability to go meet with your attorney, without fear of health risk. While we have been …

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20. KBR Blog Parent Pg Level1 Image3 Trusted

If the time comes, is a trusted party fully empowered to act?

Sound estate planning for most individuals and families across Massachusetts is arguably about far more than simple will execution and a focus upon asset distribution. Although such a confined focus may be all that is deemed necessary in some instances, most people have planning concerns that require a crafted strategy across a broader dimension. A …

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How A Special Needs Child And Divorce Implicates Estate Planning

How a special needs child and divorce implicates estate planning

An article written by a financial planner specializing in divorce stresses these two key points regarding dissolutions involving special needs children: Such divorces “are significantly more complex to negotiate” than most others; and Many divorce attorneys understandably do not command a full understanding of how to best help a parent obtain results that will optimally …

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Your Estate Plan Needs To Address Your Massachusetts Business

Your estate plan needs to address your Massachusetts business

Our above headline leading off today’s post certainly doesn’t apply to all — or even most – Massachusetts estate planners. Indeed, the majority of individuals in the Bay State and nationally work for businesses they themselves do not own. Having said that, though, the enduring American entrepreneurial spirit virtually ensures that many people do strike …

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New Year

Should the New Year trigger new thoughts re your estate planning?

Out with the old, in with the new. That adage certainly applies in January and the early months of any new year for legions of Americans focused on revising and updating select elements of their lives. For some, the focus might be on nothing more than a renewed determination to declutter, be more assertive at …

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Just How Many Heirs Are Looking At That Art Hanging On The Wall

Just how many heirs are looking at that art hanging on the wall?

In chronicling the inventory of a comparatively high-asset life for its eventual transfer to heirs via your projected estate plan, you’ve perhaps accounted for that coin collection that your youngest child was always fascinated with. Ditto the fine china and silverware that has been in your family for generations, the cabin up north, and numerous …

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Global Perspective Reflections On End Of Life Matters

Global perspective: reflections on end-of-life matters

We’re all different, yet all the same. Likely you’ve heard some closely paraphrased version of that thought. Seemingly, it applies to just about everything in life and cuts across national boundaries to embrace the mindsets and aspirations of people all across the globe. Put another way: Regarding most important things, Swedes are no different than …

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