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Category Archives: Probate Avoidance

Introducing Our New Monthly Lunchtime Webinar Series

Webinar Topic: What is Probate, and Should You Try to Avoid It? The estate planning process can be a difficult one to navigate. We are now providing monthly educational discussions about estate planning strategies, the probate process, and elder law issues. Join us on Thursday, August 19 from 12:15-12:45 PM EST for a discussion about Probate […]

Creating Jointly-Held Assets in Massachusetts: The Good, the Bad and the Ugly

Adding someone’s name to an asset of yours can be done all too easily, without your realizing all of the ramifications. There are many issues that come into play when deciding whether making an asset jointly-held is the right move. Among those issues are the common issues raised in any estate plan: creditor protection; family […]

Non-Tax Estate Planning Issues to Consider for the Terminally Ill Person in Massachusetts

Notes for lawyers from the Massachusetts Bar Association’s program I moderated entitled “Estate, Tax and Health Care Planning for the Terminally Ill Client” For someone who is terminally ill, the following estate planning and health care planning measures should be considered: (1) Execute a health care proxy under Massachusetts General Laws, Chapter 201D. Also consider […]