Inheriting an IRA can provide meaningful financial support after the death of a family member,... [Read more...]
When the Beneficiary Is the Defendant: Slayer Statutes and Estate Planning
Usually, a slayer statute question is straightforward because the person accused of the killing is also... [Read more...]
Medicaid Planning Massachusetts: What Families Need to Know
Families searching for medicaid planning guidance are often thinking about one major question: how will... [Read more...]
Is Your Estate Plan Living in the Past? 10 Signs It May Be Time for an Update
An Estate Plan can be signed, stored, and still be outdated. Major life changes, old... [Read more...]
Legacy Planning for Adult Children Caring for Aging Parents
As parents grow older, many adult children begin helping with financial decisions, healthcare planning, and... [Read more...]
Estate Planning Documents Every Massachusetts Family Should Have
Life can change without warning. While no one likes to think about unexpected illness or... [Read more...]
Still Fighting: The Estate Planning Legacy of Shannen Doherty
Shannen Doherty spent years fighting breast cancer with courage and candor. In her final days,... [Read more...]
How Elder Law Helps Seniors Plan for Long-Term Care and Protect Their Assets
Elder law helps Massachusetts seniors and their families prepare for some of the most important... [Read more...]
Wills & Trusts: 7 Signs Your Massachusetts Estate Plan May Be Outdated
Many people create wills & trusts with the intention of protecting loved ones and making... [Read more...]
Trust Administration Emotional and Financial Challenges
Trust administration can become one of the most difficult responsibilities a family faces after the... [Read more...]
Why LGBTQ Couples Should Review Beneficiary Designations and Estate Plans Regularly
LGBTQ estate planning is an important part of protecting your partner, family, finances, and future... [Read more...]
When Estate Planning Documents Say One Thing—and Mean Another
Two recent conversations at Summit, one about blended family planning and one about trust language,... [Read more...]