News & Analysis as of

Family Members Wills

Shumaker, Loop & Kendrick, LLP

The Estate Planner, May/June 2024

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

Burns & Levinson LLP

Spring Cleanout – What Happens to Your Personal Property When You Die?

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When someone passes away, their family members are often left responsible for handling the decedent’s property – both real and intangible. Many difficulties come with handling the decedent’s intangible property, such as bank...more

Burns & Levinson LLP

Surprise: The MUPC, Intestacy, and Childless Couples

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Once upon a time, I was a young newlywed. My spouse and I always assumed that because we had no money, no kids, and were married, we were each other’s heirs. We had numerous conversations about how neither of us needed a will...more

Chambliss, Bahner & Stophel, P.C.

Estate Planning: Should I Divide My Assets Equally?

Your heirs may not see eye to eye on family circumstances, particularly regarding inheriting your estate. Relationships can change and intensify when you die. Underlying issues can bubble to the surface, creating tensions...more

Burns & Levinson LLP

I’m A Childless, Single Adult. How Do I Navigate Establishing Fiduciaries?

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Many people default to nominating a spouse or a child as personal representative of their estate or trustee of their trust, if they have one. However, when one has neither a spouse nor a child, who should one choose to fill...more

Stark & Stark

[Webinar] Estate Planning: More Important Now Than Ever - July 19th, 6:00 pm - 6:45 pm ET

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Join Robert F. Morris, Esq. to discuss some important topics such as: - What issues can impact your family and estate plan? - What planning opportunities are available to protect your intent? - What estate,...more

Stark & Stark

[Webinar] Estate Planning: More Important Now Than Ever - July 19th, 12:00 pm - 12:45 pm ET

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Join Robert F. Morris, Esq. to discuss some important topics such as: - What issues can impact your family and estate plan? - What planning opportunities are available to protect your intent? - What estate,...more

Lowenstein Sandler LLP

Whose Cello Is It Anyway? Or, a Lawyer, a Judge, and a Professional Athlete Talk About Family Litigation

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In this episode of “Splitting Heirs” host Warren K. Racusin of Lowenstein’s Trusts & Estates practice is joined by Jeffrey J. Wild, Lowenstein partner and litigator whose practice focuses on fiduciary issues; the Honorable...more

Burns & Levinson LLP

Challenging a Will: What We Can Learn From Priscilla Presley

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Elvis Has Left the Building - In 1977, when Elvis Presley died (to put a complicated situation very simply), his estate and any future royalties generated by his intellectual property, including his music, passed into a...more

Shumaker, Loop & Kendrick, LLP

The Estate Planner, March/April 2023

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

Burns & Levinson LLP

Can I Fight My Family Member’s Inheritance?

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Picture this: your great aunt has died and left you and your brother each one million dollars, her entire estate, in a will. Great, right? Now imagine that your brother never appreciated your great aunt during her lifetime,...more

Lippes Mathias LLP

Millennial Estate Planning and the Importance of Early Planning

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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?

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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

Bowditch & Dewey

Massachusetts Inheritance Laws: What Will Happen to Your Estate if You Die Without a Will?

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With new and prospective clients, a question that often arises is: “What will happen if I die without a will?” The short answer is this: if you die without a valid will, Massachusetts estate law will create one for you. When...more

Burns & Levinson LLP

I Am a Child of an Affair. What Rights Do I Have to My Parent’s Estate?

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Picture this: your family has a longstanding rumor that you are the child of an affair. Not only that, but it is an open secret who your family believes your other parent is. One day, you hear that the possible other parent...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

Sands Anderson PC

When Two Trusted Advisors Disagree

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Occasionally, you may receive conflicting advice from two people – both people you trust, both skilled in their fields. How do you decide what to do?...more

Burns & Levinson LLP

Summertime Sadness: Will My Grandparents’ Property Stay in The Family When They Die?

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Many of us have fond memories of visiting our grandparents at their summer property, whether at a beach house on Cape Cod or in the middle of the woods in the Berkshires. But what happens to this property once your...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

Shumaker, Loop & Kendrick, LLP

The Estate Planner, May/June 2022

You’ve received an inheritance: Now what? If you’ve received, or will soon receive, a significant inheritance, it may be tempting to view it as “found money” that can be spent freely. But unless your current financial plan...more

Sands Anderson PC

Planning in Transition

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All of us go through periods of transition. Things change, for better and for worse, and every transition is an opportunity to take a fresh look at where we are, what we have done, and where we want to be....more

Burns & Levinson LLP

My Stepmother Inherited Everything. What Can I Do?

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Losing a parent is difficult. Beyond managing your personal and emotional wellbeing, you may need to settle their affairs and handle certain administrative tasks. But what do you do if your parent left everything to their...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

The Importance of Explaining Estate Plans to Your Adult Children

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Last week, my colleague Noelle Lussier provided valuable insights into avoiding probate litigation. Building off of that, with a particular emphasis on litigation concerning the validity of Wills and Trusts, one common theme...more

Rivkin Radler LLP

WILLS, TRUSTS & ESTATES: PLAIN & SIMPLE – Estate Planning And The Family Business: A Family Affair?

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Discussing your estate plan with your adult children can feel like a daunting task. You want your children to be ready for the responsibilities that wealth entails, but you’re not sure you’re ready to disclose your finances...more

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