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Legacy Planning

Wednesday, June 8, 2016

Trustees, Beneficiaries, and Cake

Have you heard the expression "you can't have your cake and eat it too?" Do you know what it really means? I don't.  But I'm going to use the distinction between "having" and "eating" cake to explain the difference between Trustees and Beneficiaries.


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Sunday, December 2, 2012

There is no such thing as "Digital Estate Planning"

Should you do "Digital Estate Planning?"  It sounds like the modern, up-to-date thing to do.  I explain that there is no such thing, and what you should do instead.


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Sunday, February 12, 2012

Crummey Provisions - Solution in Search of a Problem?

 

This post is for people who need to reduce their estates below the Massachusetts "exemption" of $1 million, and especially for those who risk incurring the federal estate tax on estates in excess of $5 million. Find out whether "Crummey" trust powers are a solution to your problem.


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Sunday, February 5, 2012

"Double Decker" Estate Planning

In "Double Decker" estate planning, the children are involved with the process of planning the parent's estate.  This can be useful, but it is not without it's hazards, when the Elder Law attorney becomes a lightening-rod for family conflict.


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Saturday, November 19, 2011

Financial Aid and "Trust Funds"

Should you use a Uniform Gifts to Minor's Act Account to save for a child's or grandchild's education?  Not surprisingly, doing so may have an impact on whether the child qualifies for financial aid.


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Jennifer A. Deland, Counselor-at-Law advises clients throughout the Metrowest area, including Holliston, Hopkinton, Milford, Medway, Medfield, Ashland, Framingham, Natick, Sherborn, Dover, Southborough, Sudbury and Westborough.

Proud Member of ElderCareMatters.com - America’s National Directory of Elder Care / Senior Care Resources for Families.



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