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Helping People Age with Dignity

November 2016 Archives

How difficult is it to execute a simple will?

All too often, people are aware of the need to create an estate plan and the inherent value in doing so, yet fail to take the necessary action. For some, this inaction can be attributed to discomfort with addressing the always sensitive issue of their own mortality, while for others it can be attributed to the mistaken belief that the process of creating even a simple will prove to be beyond their understanding.

What is an incentive trust?

The term “trust” describes a rather versatile set of estate planning devices. There are many different kinds of trusts a person could include in their estate plan here in Massachusetts. The different types of trusts vary in what they can do and what kinds of goals they are aimed at helping with.