Blog Posts in Estate Planning

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  • Three Reasons Why Joint Tenancy is Not an Alternative to a Trust
    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, ...

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  • What is Probate and How to Avoid It?
    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 ...

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  • Life Insurance is Not an Alternative to Estate Planning
    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 ...

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