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 […]

5 Things That Need Special Handling in Estate Planning

Some types of assets require special handling or attention in estate planning. Estate planning goes beyond simply providing instructions for straight forward items. Understanding the complexities of some assets and taking certain steps may be required to accomplish your estate planning goals. Here are a few examples of things that need special handling in estate […]

Year-End Estate Planning Tasks

The holidays and end-of-year are a time for reflection… and planning. Estate planning is one of many things that you may want to review as you close out the year. Be sure to include these in your year-end estate planning tasks. Changes to Assets & Liabilities If your assets or liabilities changed over this last […]

Estate Planning During the Holidays

With so many activities during the holidays, estate planning may be the last thing on your mind. However, it’s actually a great time to think about your estate planning goals and to communicate them with your family members, especially if it’s the one time of year that you’re all together in-person. Here are a few […]