Today we are sharing a post from the Special Needs Allicance newsletter The Voice. The Voice is the e-mail newsletter of The Special Needs Alliance. This installment of The Voice was written by Special Needs Alliance member Daniel Surprenant, CELA, who practices law in Massachusetts. Selecting a Trustee – Some Things to Consider Parents and grandparents […]
The year 2018 was no stranger to natural disasters. From multiple earthquakes, back-to-back hurricanes, and raging wildfires, both the United States and abroad have suffered some serious natural disasters. These acts of nature can devastate your life and your family. Who knows what 2019 will bring. In addition to creating a disaster preparedness plan for your […]
Sadly, most Americans are indifferent to estate planning – at best – or completely ignore the issue – at worst. When it comes to estate planning, however, there are some mistakes that you cannot afford to make. Below are five of the most critical estate planning mistakes. Not having an estate plan. This is the biggest […]
Hiring an estate planner is an important decision as you are seeking advice on how to protect your loved ones once you are gone. For this reason, it is critical to hire an attorney with a wealth of knowledge of estate planning and how to use the tools available to create the best plan for your […]
Confused about the differences between wills and trusts? If so, you’re not alone. While it’s always wise to contact experts like us, it’s also important to understand the basics. Here’s a quick and simple reference guide: What Revocable Living Trusts Can Do – That Wills Can’t Avoid a guardianship of the estate. A revocable living trust […]
Most Americans do not have a simple will as part of their estate plan. You might believe that a will is only for the rich and famous, and not the average person who has a far smaller net worth. On the other hand, you may think that a will is entirely unnecessary since you have a […]
Although many people equate “estate planning” with having a will, there are many advantages to having a trust rather than a will as the centerpiece of your estate plan. While there are other estate planning tools (such as joint tenancy, transfer on death, beneficiary designations, to name a few), only a trust provides comprehensive management of […]
Most people understand that having some sort of an estate plan is a good thing. However, many of us don’t take the steps to have an estate plan prepared because we don’t fully understand the nuances between wills and trusts – or dying without either (intestate). Here’s what will generally happen if you die, intestate (without […]
You are probably familiar with the idea and benefits of traditional estate planning: eliminating probate fees, lowering tax liabilities, and providing financial peace of mind and security for your loved ones. If you do not currently have an estate plan, you should consider getting one as soon as possible. However, while many are aware of traditional […]
It is common knowledge that everyone needs to have an estate plan in place. Usually, the focus is on assets, taxes, and any changes to legislation that may affect the security of your loved ones in the event of your incapacity or death. What many often forget, however, is that changes in family dynamics and circumstances […]
