guardianship

Planning for Minor Children in Massachusetts: Wills and Guardianship Considerations

Planning for the future is one of the most important responsibilities a parent has, particularly when it comes to securing the well-being of minor children. In Massachusetts, estate planning for families with minor children typically involves creating a will and making guardianship designations. Here is an outline of the critical steps parents should take to protect their children’s future and ensure their needs are met in the event of an untimely passing. The Importance of a

Living Trusts vs. Wills: Which Is Right for You?

Planning for the future is crucial, especially when it comes to protecting your assets and loved ones. Estate planning provides the opportunity to make important decisions about how your estate will be handled after you’re gone. In this realm, two common options arise: living trusts and wills. Both serve important purposes, but understanding the differences between them will help you make an informed decision about which one is the best fit for your specific needs. Let’s

Do I have the right to see my mother’s bank statements to reconcile them and make sure there have been no errors or fraud?

ADDITIONAL INFORMATION: Hi, I have a simple question. Maybe someone can help?…. My 93 year old mother has dementia but is still cognizant part of the time. She has 24 hour care at home. My brother and sister have joint POA. There are seven siblings in our family. Another sister with a drinking problem has been doing the bills and paying the care givers. It was brought to my attention by one honest care giver that

Does an executor need to disclose how money is being spent?

ADDITIONAL INFORMATION: My mother had a stroke, but is very cognitive and alert , she is in rehab. My brother has taken over as executor to pay bills. As one of 8 siblings I have asked several times how the bills are being paid. I have asked for detail info since I knew exactly what was in her accounts. I have been told that I do not need to know, or how the money is being

What if any is a recourse to trustee for giving items to named disinherited in the trust?

ADDITIONAL INFORMATION: The trustee bent over backwards to get personal property for 4 disinherited people named in the trust… they were not to receive anything but $1. Each. She disregarded beneficiaries and made sure these people got everything they asked for. Trustee wouldn’t listen to anyone and did what she wanted.

How do I remove my mother’s name from the title to my (our) home?

ADDITIONAL INFORMATION: My mother is 97 years old with dementia such that she needs 24 hour care. She is destitute and on Medicaid and is represented by an elder law lawyer who is her court appointed guardian. I am considering the possibility of selling our townhouse and moving to be near one of my children. I am not in a good financial place myself, another reason to move to somewhere less expensive with one of my

Is a will drawn up in Florida valid in NH?

ADDITIONAL INFORMATION: My parents had a will done when they lived in Florida. They have since moved back to NH so we can help them. Should we have the will redone?

Our 21 year old daughter was diagnosed with serious pancreatitis.

ADDITIONAL INFORMATION: She refused medical treatment and was told that doing so could result in death. She is not suicidal, but if she continues her current course she could die. Is there any legal way to compel her to medical treatment?

Must a trustee transfer the title of a home he inherited (currently in a Trust) before selling it?

ADDITIONAL INFORMATION: My friends brother was “willed” a home from his Father. His Father setup an irrevocable trust to handle his assets after death. My friends brother kept this property within the trust for almost 24 months, expensing taxes, repairs and other items as trust expenses, then sold the house directly from the trust and is now claiming 100% of the proceeds of the sale of the house. In other words, he charged the trust $20k

How do I make the Trustee of my irrevocable Trust make good on an addendum that was written into the Trust?

ADDITIONAL INFORMATION: The trust states at ages 21, 25, and 35, I could withdrawal certain percentages of the principal for family needs. At age 25 instead of taking 33% of 1.4 million, I agreed to purchase a home, go on vacation, and buy my now wife wedding ring. In the addendum, it states if I would like to purchase the home that I’m living in now I can have the opportunity to do so for $100,000.

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