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Wills, Estate Planning & Administration

 
     The thought of death is something that most people don't welcome.  All too often, people put off estate planning until it is too late, sometimes leading to unfortunate results.  I try to make this process as easy as possible for my clients.  I meet with clients to understand their concerns, including any problem areas with their heirs, and work out an estate plan that best meets their needs. And when that unfortunate time comes, I can work with their personal representative to implement the clients wishes. With the enaction of the Massachusetts Uniform Probate Code, the probate process does not have to be complicated or expensive.  

     With proper planning, probate court proceedings sometimes can be avoided or minimized. Usually, probate is required only if the deceased person owned assets in his or her name alone. Assets that do go through probate include:

  • assets the deceased person owned as a joint tenant with others, which pass automatically to the surviving owner(s) 
  • assets the deceased person owned as a tenant  with his or her spouse, which pass automatically to the surviving spouse
  • financial assets such as a life insurance policy, bank account, investment accounts, etc., where a beneficiary has been named outside of the will
  • assets held in a trust

     

     If you do not currently have a will or wish to review your situation, feel free to call my office so we can address your concerns.

     If you are named as Executor in a will, or, if you are an heir of someone who passed without a will, then you may have questions about how to proceed in administering the decedent's estate.  The Mass. Uniform Probate Code directs how the process should be handled.  If you have any questions, feel free to contact my office.