Your Guide to Our Estate Planning Content

Estate Planning Overview

• Legacy Protection Explained
• Massachusetts Wills and Trusts
• Why You Need an Estate Plan
• What Happens if You Die Without a Will
• Why You Don't Have an Estate Plan
• Estate Planning FAQs

Estate Tax and Inheritance Tax

• Massachusetts Estate Tax
• Inheritance Tax

Common Estate Planning Documents

• Summary of Key Documents
• Trusts
• Wills
• Durable Power of Attorney
• Springing Power of Attorney
• ​Health Care Proxy​
• Pet Trusts

Planning for Assisted Living

• Planning Overview
• Asset Protection Trusts
• Assisted Living FAQs

Family Members' Rights

• The Surviving Spouse's Share
• Disinheriting Children

How to Make a Will

• Mental Capacity to Make a Will
• What is a Holographic Will
• Online Wills
• Do it Yourself Wills
• Changing Your Will With a Codicil

Is Your Will Enough for What You Want to Accomplish?

• Case Studies

Special Circumstances in Estate Planning

• Estate Planning for Blended Families
• Estate Planning for a Non Citizen Spouse
• Estate Planning and Divorce
• Estate Planning for Small Business Owners
• Estate Planning for Children with Special Needs

Probate vs. Non Probate Assets

• The Probate Process
• Non Probate Assets

• Beneficiary Designations for Non Probate Assets

Need Help With Your Estate Plan?

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Just Looking for Information?

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Jenna Ordway

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