Estate planning is a challenge, especially when done on behalf of a child or other relative with special needs. There are different considerations involved and therefore different objectives compared to standard estate planning. If you have a child or loved one with a disability or mental limitation, you should...
Category: Estate Planning
Qualities of a Successful Estate Executor
Choosing an executor is one of the most important decisions you will make as you create your comprehensive estate plan. The executor’s responsibilities are numerous and must be fulfilled diligently if your estate is to be properly managed. Not everyone is up to the task or even willing to serve as...
What Is Needed to Contest a Will in Massachusetts?
Ideally, a last will and testament will accurately represent the final wishes of the testator (that is, the individual who executes the will). But in some cases, there is evidence that suggests the will is invalid. Where there is reason to suspect the legitimacy of a will, there is a possibility that...
‘Tis the Season: Gifting And Charitable Giving Through Estate Planning
While estate plans are thought of primarily as means to pass on property to relatives, they can also be used to provide gifts and charitable donations to those outside the family. Using an estate plan for gifting and charitable giving is a rather common occurrence. These plans can even reduce tax...
What Constitutes A Breach Of Fiduciary Duty?
Executors, trustees, and other individuals who play a role in estate planning are required to exercise what are known as fiduciary duties. These obligations are among the most serious, so violating them can mean major repercussions. Whether you’re a fiduciary or someone who benefits from an estate, it’s critical to understand the...
How will divorce impact my estate plan?
As you anticipate or go through the divorce, you realize how cumbersome it can be. In addition to the complexity of separating your life from your spouse’s, there is also a mountain of paperwork that comes with it.
In addition to the paperwork as you negotiate your divorce, you may realize that your divorce will...
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When can I contest a will?
A loved one's last will and testament is a valuable legal document that dictates what they want to happen with their property and other affairs after death. Considering the weight that a will holds, asking the courts not to enforce it is a huge decision.
However, there are several reasons why people might...
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