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 […]

Reasons to Hire an Estate Planning Attorney

Estate planning can be very complicated and stressful. That alone is reason to hire a professional. But, if you’re not convinced, consider these other reasons to hire an estate planning attorney. 1 – Complex Family Matters Every family is unique, but yours may be even more so if you have children from multiple marriages, step […]

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 […]

Coronavirus Impact on Retirement Planning

Coronavirus has impacted the economy and individual households in many ways. From reduced retirement account values, to loss of work and the need to withdraw retirement funds to meet expenses, you may be faced with some tough questions. We thought it would be helpful to take a look at the Coronavirus impact on retirement planning […]

Estate Planning Considerations for the 2020 Stimulus Package

As you’ve probably heard, the stimulus package was approved. There are many provisions within the bill,… two of which we believe relate directly to retirement and estate planning. Here are estate planning considerations for the 2020 stimulus package. Stimulus Checks If your adjusted gross income is less than $75,000 as an individual or $150,000 if […]

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 […]