Blog Posts in 2017

Holding assets as joint tenants (or tenants by the entirety) is not an alternative to establishing a living trust. If your only concern is making sure your spouse is able to inherit your assets ...

What is Probate? 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 ...

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 ...