Author Archives: lanergyadmin

Why Term Life Insurance May Be the Best Solution

There are many different life insurance policies available. Some are straight forward with premiums and payouts and others include investment, annuity, and other features for retirement planning. It’s easy to get overwhelmed. Sometimes the best solution is the simplest one. Here’s why term life insurance may be the best solution for estate planning. What Is […]

Best Ways to Incorporate Life Insurance into Estate Plans

Incorporating life insurance into an estate plan goes beyond simply purchasing life insurance. Since these policies allow you to list direct beneficiaries and essentially bypass anything outlined in a will, you must make special arrangements to maintain more control over life insurance proceeds. Here’s a closer look at this topic and the best ways to […]

Coordinating Estate Plans of Divorced Parents

Coordinating Estate Plans of Divorced Couples

When couples divorce, they each prepare separate estate plans. However, when children are involved, it would seem that some coordination might be helpful for the benefit of their children. There are a few important things to know about coordinating estate plans of divorced parents. Using the Same Attorney Some couples opt to use the same […]

Estate Planning for Divorced Parents in Massachusetts

Divorce is an important life event that requires changes to other aspects of your life such as retirement and estate planning. Decisions that were previously straight forward when you were married are more complicated when divorced but have children together. The following tips on estate planning for divorced parents can help you navigate some of […]

4 Things Single Adults Should Have in Their Estate Plan

The urgency to complete estate planning for single adults is often different from that of married individuals. Without a spouse, single adults face more uncertainty in who would be involved in their life in the event of disability or incapacity, and also who will inherit upon death. In addition to the normal Last Will & […]

What to Look For in an Estate Planning Attorney

There are an abundance of estate planning attorneys. How can you narrow down your choices and select the right attorney for your needs? There are several factors to consider. Here’s what to look for in an estate planning attorney. 1 – Areas of Practice Some attorneys cover broad areas of practice (i.e. estate planning, personal […]

Estate Settlement Information Gathering Checklist

estate settlement checklist

A decedent’s estate must go through a legal process before any assets may be distributed. If you are a trustee or personal representative, you will be tasked with gathering a variety of information needed. Here’s a look at the estate settlement information gathering checklist for personal representatives and trustees. Estate Plan Information Personal representatives and […]

Estate Settlement Process Steps

The estate settlement process by Simmons & Schiavo is a trademarked seven step process. These steps are designed to help guide you through probate and trust administration. Below is an overview of the unique estate settlement process developed by our firm. Our team works with you on each and every step, providing necessary legal guidance […]

Emergency Request for Temporary Guardianship of an Incapacitated Person

With the Coronavirus pandemic spreading, courts are seeing an increase in emergency requests for temporary guardianship of an incapacitated person. Courts in Massachusetts are closed to the public until May 4th. However, hearings are continuing to be held virtually on emergency matters. If you have a family member who is incapacitated due to illness or […]

Guardianship of an Incapacitated Adult in Massachusetts

Guardianship of an Incapacitated Adult in Massachusetts

If an adult becomes incapacitated due to an accident or illness and has no health care proxy on file, then someone can petition the court for guardianship. A specific process must be followed, per state law. The following is some helpful information on guardianship of an incapacitated adult in Massachusetts. Guardianship is connected to a […]