Planning for Life

Should You Use a Lawyer or LegalZoom for Your Estate Plan?

Posted by Harry S. Margolis on August 20, 2014

While the goals of attorneys and their clients are supposed to be aligned, often they are not, or at least not completely. I've been thinking about what this means in the field of estate planning and how we can better serve our clients.To lay the groundwork, here are the premises I'm working with:

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Topics: long-term care planning, second marriage, Estate Planning

Will an iPhone be Admitted to Probate?

Posted by Harry S. Margolis on July 1, 2014

As you no doubt know, your will governs who will receive your probate property when you pass away. Probate property essentially means property in your name alone as opposed to property you own with someone in joint names, property in trust, or property with a named beneficiary, such as a retirement plan.

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Topics: probate, Estate Planning

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

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