On Tuesday, March 28, I’ll be making a presentation at The Allerton House at Harbor Park. I’ll be joined by Christine Lappas, Allerton House Sales Director.
Join us for lunch at 11:30 a.m. followed by an informative presentation at 12:00 to learn more about:
Health Care Proxy
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National Estate Planning Awareness Week Begins on October 17th
National Estate Planning Awareness Week was created to raise public awareness about the importance of proper planning and to dispel common myths. These myths include several that I have addressed in past articles, such as “Trusts are Only for Rich People” and “A Will is...
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Who Inherits Property In Massachusetts When a Person Dies “Intestate?”
When a person passes away without a will, a trust, or designated beneficiaries, the decedent’s assets are distributed according to what is called “intestate succession.” In this situation, “who gets what” follows strict guidelines established by the Commonwealth of Massachusetts. These guidelines can lead to unexpected consequences, even in relatively common scenarios....
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“Live Well, Age Well” Education Series with Norwell Senior Center
Live Well, Age WellEducation Series with Norwell Council on Aging
None of us can escape aging, but the choices we make throughout life can influence how well we live as we age. The Norwell Council on Aging is excited to begin the “Live Well, Age Well” initiative, offering a...
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My Loved One Died. Do I Need to Probate a Will?
When someone dies and has a will, the obvious question is, “What do I do now?”
The best thing to do is to see a lawyer who specializes in estate planning and probate. You will bring to that meeting everything you can find about the deceased’s assets and finances: deed, mortgage papers, bank statements, brokerage...
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Elder Care Workshop Series at Norwell Public Library
Getting older? Taking care of someone who is? Come to this three-part series to learn some helpful tips from local Elder Services professionals.
Wednesday, March 8:
“Who Can Help Me?”
Find out how to access elder services in your community.
Presented by Susan Curtin, Director at Norwell Council on Aging.
“Elder Law 101”
Get to know the basics...
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My Dad Died Owning Stocks – What a Pain That Was!
If you have ever had to deal with stocks that you inherited, then you know what a pain it can be to change ownership over to your name.
You probably had to:
Figure out which stock transfer agent was managing those shares (ex. Computershare),
Figure out which forms that transfer agent needed you to fill out,
Go to...
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Heard in the Office: “My Mom Named Me ‘Executor’ in Her Will and the Court Sent Me Some Paper about Being ‘Personal Representative.’ I Don’t Get It.”
Huge vocabulary switch, it’s going to take all of us a very long time to get used to. This spring, the legislature cleaned out 200 years of laws concerning how we probate wills and estates and replaced those laws with a brand new set called the “Massachusetts Uniform Probate Code” (MUPC).
One of the many...
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My Spouse Died – What Do I Need to Do to Protect Myself?
After a spouse dies and the family gets through the funeral, the immediate concern is to square away the couple's assets and make sure the surviving spouse has enough to live on. After that, there is one more step to take: protecting yourself.
One area where you need to be proactive is to consider who...
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My Spouse Just Died – What Do I Need to Do with Our Assets?
Clients often come in bewildered about what they need to do with bank accounts and other assets after a spouse has passed away. People are always the most concerned about the home.
The good news is that there is usually very little to do. Spouses typically hold most of their assets "jointly." This means that...
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