Estate Planning

Many seniors consider transferring assets for estate and long-term care planning purposes, or just to help out children and grandchildren.

How can you make sure your funeral and burial wishes will be carried out after you die? It is important to let your family know your desires and to put them in writing.  Just don’t do it in your will. ...

The American Bar Association’s Commission on Law and Aging has come up with the app My Health Care Wishes, which allows you to import and store your advance directive, along with other critical information, on your smartphone so that it’s...

When you need someone else to care for money or property on your behalf, that person (or organization) is called a fiduciary. ...

When fashion designer L'Wren Scott committed suicide, she left her entire estate to her boyfriend, Mick Jagger, instead of to her sister or brother.

People sometimes try to save money by not consulting with a qualified attorney when executing their will, instead using a pre-printed form or online program.  A recent court case offers another example of the hazards of doing this. Deciding the...

A recent case demonstrates the importance of getting any agreements about inheritance in writing. The Massachusetts Appeals Court has ruled that rendering services to someone in the hope or expectation that it will result in payment from an estate is...

As life circumstances change (births, marriages, divorces, and deaths), it may become necessary to make changes to your will. ...

If you are worried that disappointed heirs could contest your will or trust after you die, one option is to include a "no-contest clause" in your estate planning documents.