Can a brother-in-law be in charge of my family’s estate and probate?
ADDITIONAL INFORMATION: My sister’s husband is handling my mother’s estate. We have a history and I do not fully trust him. I think they are already trying to scam me. I have no knowledge of this stuff. ANSWER BY MARGARET CROSS-BELIVEAU: The will can nominate anyone to serve as executor/personal representative. Blood relation is not […]
How would I be able to gain the control of my wife’s’ checking and stock accounts?
ADDITIONAL INFORMATION: My wife all of a sudden has gone from a slight Dementia problem to a major Dementia problem. This may have happened due to a fall that she recently took that caused her to have a concussion. I may have to put her into a Dementia care facility that will have a monthly […]
How do I add a name to house deed?
ADDITIONAL INFORMATION: My grandparents own their property and want me to have it as a result of them passing away. I thought they put my name on the deed but didn’t. I need to know how do i go about that. ANSWER BY MARGARET CROSS-BELIVEAU: Depending on what their goals are changing the deed might […]
My son and I jointly own a property. Does he automatically inherit the property or do I have to will it to him?
ADDITIONAL INFORMATION: Not sure if any additional legal forms are needed so when I die my son completely owns the property, we both jointly own now. ANSWER BY MARGARET CROSS-BELIVEAU: It depends on the type of tenancy that is stated in the deed. You either own it in joint tenancy or tenancy in common. If […]
How do I find a family trust after the patriarch has died and never told any survivors of the family there was a trust?
ADDITIONAL INFORMATION: My father had passed away in a number of years ago. Someone from the county in which he resided in contacted me in regards to a piece of property that was owed back taxes and was now getting ready to be auctioned off later this year unless we paid the back taxes and […]
The Benefits of Establishing a Trust for Estate Planning
Estate planning is a crucial step to ensure that your assets are distributed according to your wishes after your passing. As estate planning attorneys practicing in Massachusetts, New Hampshire, and Florida, we understand the unique benefits and legal requirements of establishing a trust in these states. In this article, we will discuss the advantages of […]
Understanding Fiduciary Income Taxes and Returns
When a loved one passes away, the topic of fiduciary income taxes often arises, bringing with it a host of questions and concerns. As estate planning attorneys practicing in Massachusetts, New Hampshire, and Florida, we aim to demystify this complex subject and provide you with essential information to navigate such challenging times. What is Fiduciary […]
Estate Planning for High Net Worth Individuals: Unique Considerations in Massachusetts
Estate planning is a critical process for everyone, but it holds unique implications for high net worth individuals, particularly in Massachusetts. Given the complexities of state laws and the substantial assets involved, high net worth individuals must approach estate planning with a detailed and strategic mindset to ensure their wealth is preserved and transferred according […]
Estate Planning for Blended Families in Massachusetts: Key Considerations
Estate planning is a crucial process for all families, but it becomes particularly important and complex for blended families. In Massachusetts, blended families—where one or both spouses have children from previous relationships—must navigate unique challenges when it comes to ensuring that both their spouse and children are provided for after their death. Without a clear […]
How to Avoid the Most Common Mistakes in Estate Planning
Estate planning is essential to secure financial assets and protect loved ones. However, without proper guidance, individuals may make mistakes that can jeopardize their legacy. In Massachusetts, understanding estate planning pitfalls and how to avoid them can ensure that assets are distributed according to your wishes and prevent unnecessary complications for beneficiaries. Mistake 1: Not […]