Planning for Life

7 Issues to Consider When Choosing a Trustee

Posted by Harry S. Margolis on June 3, 2014

By Harry S. Margolis

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Topics: trusts, Estate Planning

The 3 Pitfalls of Joint Ownership for Estate Planning

Posted by Harry S. Margolis on April 15, 2014

By Harry S. Margolis

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Topics: trusts, Estate Planning

Michelle Singletary Makes Plea for Durable Powers of Attorney

Posted by Harry S. Margolis on April 8, 2014

By Harry S. Margolis

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Topics: Estate Planning

Beware Beneficiary Designations - Massachusetts Estate Planning

Posted by Harry S. Margolis on March 25, 2014

By Harry S. Margolis

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Topics: trusts, Retirement Planning, Estate Planning

FAQs About Your Health Care Proxy - Massachusetts

Posted by Rachel Sandler on March 20, 2014

By Rebecca J. Benson

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Topics: incapacity, Estate Planning, health-care decision making

Don't Just Hope for an Inheritance, Get It In Writing

Posted by Rachel Sandler on March 12, 2014

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Topics: Estate Planning

Philip Seymour Hoffman: Another Celebrity's Will Creates Problems

Posted by Harry S. Margolis on March 11, 2014

By Harry S. Margolis

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Topics: Estate Planning

Considerations in Making Gifts to Your Grandchildren - Massachusetts

Posted by Harry S. Margolis on February 25, 2014

By Harry S. Margolis

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Topics: Grandchildren, Estate Planning

Have You Had the Talk? - End-of-Life Conversations

Posted by Harry S. Margolis on January 28, 2014

By Harry S. Margolis

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Topics: Estate Planning, end-of-life

5 Questions to Ask Before Making Gifts for MassHealth or Tax Planning

Posted by Harry S. Margolis on January 14, 2014

By Harry S. Margolis

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Topics: MassHealth planning, special needs planning, Estate Planning

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