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Do Something – Review Your Estate Plan!

Take some time this coming weekend to review your estate plan documents and other financial papers (set aside an hour, and give yourself a reward afterward!)

Here are the key things to review:

  • Has your financial situation changes dramatically since the last time you had your Wills or Trust drafted?
  • Have any of the people you named as guardians, executors, health care agents or trustees moved away or had a change in circumstance that make them inappropriate to serve? If you appointed a couple as guardian of your children, are they still married?
  • Do you have any new bank accounts that need to be added to your trusts or new life insurance policies? Check that the beneficiaries are correct.
  • Have your children had a change in circumstance since you drafted the document? If they are minors, do they have any special needs? If they are older, are the potential ages of distribution in the trust or will still appropriate? Are they having any personal difficulties that might make inheriting money outright in appropriate?
  • Do you have any new medical conditions that your health care agents should be aware of?

If you have answered yes to any these questions, make the necessary changes, communicate with your agents and call your attorney if your legal documents need changing.Then pat yourself on the back for taking the time to review your plan and make sure it will continue to serve you and your family.

Keeping Your House Safe (and Enjoyable) for Old & Young Visitors

Whether you are trying to keep your toddlers safe at home, or preparing for a visit from your 95 year old grandmother, the techniques to keep both age groups safe and happy are similar. Keep walkways clear of snow, leaves, rocks, toys, etc. Little legs that are just learning to walk can trip and fall.Continue Reading

Services

Estate Planning Wills Trusts Durable Powers of Attorney Guardianship Proxies Health Care Proxies Living Wills Elder Law Review and revision of estate plan Long term care planning Medicaid/MassHealth planning Assistance with Medicaid/MassHealth Application filing Referral to other professionals as needed Estate Administration Representation of Administrators and Executors of Estates Assist agents appointed under a PowerContinue Reading

News & Articles

Estate Planning Step by Step.  First published in Kidding Around, January 2007. Download estate_planning_step_by_step.pdf Patriot Ledger Insider Spotlight, Interview with Attorney Leanna Hamill Money Magazine Article, Rethinking Your Estate Plan  June 2009 

About You

You have a family, a spouse or partner, children, and you want to “get your affairs in order” but you aren’t sure what you need.  I can explain to you about the different documents you might need, and we can draft a plan for you that will protect you and your family. You want toContinue Reading