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Five Planning Considerations for Blended Families

The recent death of my teenage heartthrob David Cassidy got me thinking about Friday nights in the 1970’s when The Brady Bunch and The Partridge Family were must-see-TV.  The Brady Bunch were and may still be TV’s most famous blended family.  Mike and Carol Brady met, fell in love, married, and combined their individual families […]

A Panoramic Primer on Probate: Part One

In 2012, the Commonwealth of Massachusetts adopted the Massachusetts Uniform Probate Code which outlines the laws and procedures for probate proceedings for deceased residents of the Commonwealth.  “Probate” is the administrative process by which assets of a deceased person’s estate are accessed and transferred to the recipients of those assets specified in the deceased’s Will, […]

Five Questions to Ask Yourself when Choosing a Trustee

Many people create a Trust as part of their estate plan.  A Trust can be used to avoid probate, reduce estate taxes, manage assets for beneficiaries and provide creditor protection for an inheritance. A key element of a Trust is the Trustee.  The Trustee is the person charged with carrying out the Trust maker’s instructions […]