Featured Article
What Is a Living Trust and Why Have One?
What Is a Living Trust and Why Have One?

A living trust is a trust, a distinct entity from the settlor (the person who formed it), yet at the same time, it is fully revocable and amendable by the settlor. The settlor can also name himself or herself or whomever they want as Trustee of the trust and keep complete ...

Read More
Recent Posts
  • What Is a Living Trust and Why Have One?

    A living trust is a trust, a distinct entity from the settlor (the person who formed it), yet at the same time, it is fully revocable and amendable by the settlor. The settlor can also name himself or ...

    Read More
  • Three Reasons Why Joint Tenancy is Not an Alternative to a Trust

    Holding assets as joint tenants (or tenants by the entirety) is not an alternative to a living trust. If your only concern is making sure your spouse is able to inherit your assets without issue, ...

    Read More
  • What is Probate and How to Avoid It?

    When one dies with assets left in their name the state distributes said assets through a process called probate. In Massachusetts, anyone who dies owning more than $25,000 in assets must have their ...

    Read More
  • Life Insurance is Not an Alternative to Estate Planning

    While life insurance can be part of an overall estate plan, it should never be viewed as an alternative. I have spoken with a number of people who say they do not need an estate plan, they have life ...

    Read More