Estate Planning Frequently Asked Questions

There are many things that can feel overwhelming about getting started on an estate plan, or what legal steps you need to take when a loved one dies. One of these is not knowing even what questions to ask. Below are some frequently asked questions with links to answers about wills and trusts, provisions for children, asset protection and other legal issues and estate planning topics. 

We hope this helps get you started in thinking about the plan that makes the most sense for you and your family.  

Wills and Trusts

• Can I make a will without a lawyer?
• What are the risks of a do-it-yourself will?
• Should I use an online will service?
• How can I change my will?
• ​What are the basic elements of a good estate plan?
• What do I need to consider if my family situation is not "typical"?​
• How can I leave assets to a special needs child without them losing benefits?
• Do I need to change my will after a divorce?​
• Can you disinherit a child?
• Can you disinherit a spouse?
• What happens if you die without a will?
• What estate planning documents do I need?
• Can I choose who gets my assets without a will?
• Can I provide for a pet in my estate plan?
• How often should I review my estate plan?
• How do I know if I or a relative has the legal capacity to make or change a will?
• ​What is the difference between a revocable trust and an irrevocable trust?​
• Is there a required inheritance for a surviving spouse in Massachusetts?

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Planning for Your Own Illness or Incapacity

• How can I protect assets from the costs of assisted living?
• ​What is Medicaid Planning?​​
• What is a life estate?​
• ​Does Massachusetts law recognize a living will?
• How does a health care proxy work?
• ​How does a durable power of attorney work?
• Does a durable power of attorney allow someone to make medical decisions for me?

Estate Tax and Inheritance Tax

• Do I have enough money or assets to have to worry about estate taxes?
• What is the Massachusetts estate tax?
• ​Can I reduce my estate tax liability through gifts?
• What is inheritance tax?
• ​Is there inheritance tax in Massachusetts?

How We Can Help

We are ready to help you  put a comprehensive plan in place that meets all of your needs and your family's needs.  We have a simple process for getting you from wherever you are now to executed and final documents and your peace of mind.  It starts with an initial consultation, which is absolutely free.  You can use the button below to schedule a call back from a member of our team, or give us a call at  781-784-2322.

Schedule a Free Information Call