Monthly Archives: March 2020

5 Qualities of a Good Personal Representative in Massachusetts

Selecting a Personal Representative (formerly known as an Executor) is one of the most important estate planning decisions you will make. A Personal Representative need not be a member of your family or beneficiary of your estate. In fact, it can be an independent party such as a trusted family friend, attorney, etc. Given the […]

Responsibilities of a Personal Representative of an Estate in Massachusetts

Executors, now known as Personal Representatives, play a key role in carrying out the wishes outlined in your estate plan. Understanding the specific responsibilities of a Personal Representative in Massachusetts can help you select the right person for the job. This, in turn, can give both you and your heirs peace of mind. Legal Appointment […]

Common Mistakes Made in DIY Estate Plans

Mistakes are always more likely when you’re doing something yourself as opposed to hiring a professional. Professionals have the benefit of years of education and first-hand experience. As a novice, you may not be aware that you’ve made a critical mistake until it’s too late. Here are some common mistakes made in DIY estate plans. […]

Dangers of DIY Estate Plans

With so much information available on the Internet, DIY is attempted on almost anything these days. Unfortunately, when it comes to DIY, you don’t know what you don’t know. This can be extremely dangerous in estate planning. A recent court case in Florida highlights the dangers of DIY estate plans. Aldrich v. Basile, Florida Supreme […]