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Estate Planning › Trusts › Financial Planning

Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the... more +
Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the disposition of assets, guardianship of minor children, and appointment of representatives to make medical and financial decisions. Effective estate planning can decrease tax liability and facilitate the probate process.  less -
Keating Muething & Klekamp PLL

Using Trust Provisions to Incentivize Beneficiary Behavior

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For many individuals new to estate planning, particularly younger couples, there is something almost taboo when you start to discuss a revocable trust: does that mean our children will be trust fund babies?...more

Shumaker, Loop & Kendrick, LLP

The Estate Planner, May/June 2024

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Sharing is caring - How much should you tell your loved ones about your estate plan? After you’ve created your estate plan, it’s important to consider how much information you should disclose to your loved ones about...more

Dunlap Bennett & Ludwig PLLC

Estate Planning: What You Should Consider

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While many think that crafting an estate plan like a will or a trust is a relatively straightforward matter, numerous considerations go into making an effective estate plan to provide for your loved ones....more

Shumaker, Loop & Kendrick, LLP

The Estate Planner, July/August 2023

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Estate planning in a digital world - Today, virtually everyone owns (or licenses) digital assets, from email and social media accounts to digital photos and videos to online banking and brokerage accounts. Unlike...more

Shumaker, Loop & Kendrick, LLP

The Estate Planner, May/June 2023

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SECURE 2.0 provides a boost to your retirement and estate plans - The SECURE 2.0 Act of 2022 (SECURE 2.0) expands on the changes made by the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act)....more

Shumaker, Loop & Kendrick, LLP

The Estate Planner, March/April 2023

Shumaker, Loop & Kendrick, LLP on

Funding long-term care expenses: What are your options? Few things can derail your estate plan as quickly as unanticipated long-term care (LTC) expenses. Most people will need some form of LTC — such as a nursing home or...more

Lippes Mathias LLP

Millennial Estate Planning and the Importance of Early Planning

Lippes Mathias LLP on

Client Question: “What area of law do you focus on?” Attorney Response: “Trusts and Estates.” Client Response: “I’m still young, I don’t need to worry about planning for when I’m gone. I’ll call you when I’m older...more

Burns & Levinson LLP

Will My Estate Plan Protect My Loved Ones?

Burns & Levinson LLP on

It is a common misconception that if a person has a will, there will be no need for court proceedings upon their death. In Massachusetts, however, a will must always be admitted to probate, a process requiring various forms...more

Burns & Levinson LLP

Why Young Adults Need Estate Plans Too

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After graduating college and getting your life started, you are filled with pride, excitement and anticipation for your new career and freedom from school. Your last thought is to hire an attorney and prepare an estate plan....more

Burns & Levinson LLP

Challenging a Will Based on Incapacity or Undue Influence

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When a loved one passes away and their estate plan is revealed for the first time, it is common to experience varied emotions, including curiosity, disappointment, and anger. Depending on the beneficial interests or fiduciary...more

Sands Anderson PC

Planning in Panic Mode

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A few years ago, I spent a memorable weekend going back and forth between my office and a client’s hospital room. I spent hours sitting at hospital cafeteria tables or by my client’s bedside while he waited for an operation,...more

Burns & Levinson LLP

Dying Without a Will — What’s the Worst that Can Happen?

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It is very difficult for many of us to acknowledge that death is, eventually, a certainty for all of us. It’s a topic we’d like to avoid altogether, and it’s something we often avoid planning for because to plan for death is...more

Burns & Levinson LLP

My Sibling is a Narcissist: Strategies for Fiduciary Litigation

Burns & Levinson LLP on

So, your sibling is a narcissist. Could this affect your inheritance under your parents’ estate plan? Here are some common intrafamilial disputes and possible strategies to avoid being disinherited as a result of your...more

Burns & Levinson LLP

When Do You Need a Lawyer? Understanding Fiduciary Litigation

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We have previously discussed the different types of litigation, but when do you need to hire a lawyer? There are many reasons to hire a lawyer, and below are the top five reasons to hire a lawyer who specializes in fiduciary...more

Bennett Jones LLP

Logan Estate: An Example of Best Practices in Will Drafting

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A person who challenges the validity of a will has the burden of rebutting the presumption that a will is valid. In Logan Estate (Re), 2021 ABCA 6, the challenger was unable to rebut this presumption due to the strength of...more

Burns & Levinson LLP

The Estate of Johnny Smith

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Last week, we introduced you to the Smith and Alexander families, and Patricia Malley explained to us that Johnny Smith likely inherited all of Jocelyn Smith’s assets under Massachusetts intestacy law upon her untimely death...more

Robins Kaplan LLP

[Webinar] Ripped from the Case Law - October 13th, 1:00 pm - 2:00 pm CT

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Producers, writers, and reporters have long been fascinated with high-stakes wealth, estate and trusts, and shareholder disputes. Whether tragic or comic, the drama between clients, families, business partners, as well as the...more

Robins Kaplan LLP

[Webinar] Representations of Wealth Planning and Conflict in Film and Literature: What Can We Learn from Such Depictions? -...

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Producers, writers, and reporters have long been fascinated with high-stakes wealth, estate and trusts, and shareholder disputes. Whether tragic or comic, the drama between clients, families, business partners, as well as the...more

Robins Kaplan LLP

[Webinar] Panel: The Influence of News and Other Media on Client Expectations - October 1st, 1:00 pm - 2:00 pm CT

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Producers, writers, and reporters have long been fascinated with high-stakes wealth, estate and trusts, and shareholder disputes. Whether tragic or comic, the drama between clients, families, business partners, as well as the...more

Farella Braun + Martel LLP

Succession Planning for Wineries and Vineyards - As wine families tend their grapes, so too should they tend their business...

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Wineries and vineyards are unique assets to consider when crafting personal financial, estate and business succession plans for clients, both of which are crucial components of wealth management....more

Nutter McClennen & Fish LLP

7 Ways You Can Prepare for Your First Estate Planning Meeting

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Somewhere on every grown-up person’s to-do list is an entry that reads something like “tackle estate plan”. You may even find it among your New Year’s resolutions. The prospect of planning your estate with an attorney can be...more

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