Estate Planning Planning for Minor Children: Guardianship and Financial Structures Planning for minor children is one of the concerns that causes many young families to…Anna BramanJune 16, 2026
Estate PlanningEstate Settlement & Probate Handling Out-of-State Property Massachusetts residents often own real estate in other states. A ski condo in Vermont, a…Anna BramanJune 16, 2026
Estate Planning What It Means to Disinherit Someone in Massachusetts Massachusetts law gives a testator broad authority to choose beneficiaries, including the authority to choose…Anna BramanJune 16, 2026
Estate Planning How Retirement Accounts Transfer at Death Retirement accounts are often one of the largest assets in a Massachusetts family’s estate, and…Anna BramanMay 19, 2026
Estate Planning What a Durable Power of Attorney Does and Why It Matters Most conversations about estate planning focus on what happens at death. A durable power of…Anna BramanMay 19, 2026
Estate Planning When and Why Estate Plans Should Be Updated An estate plan should not be a stagnant set of documents that is filed away…Anna BramanMay 5, 2026
Estate Planning Revocable Trust Amendments vs. Restatements: When Each Is Appropriate Revocable trusts are living documents. Families create them, fund them, and then, as life changes,…Anna BramanMay 5, 2026
Estate Planning Preparing an Estate Plan Summary for Your Family The moment a family needs to act on an estate plan is usually the worst…Anna BramanMay 5, 2026
Estate Planning Why Beneficiary Designations Override a Will When families sit down to create a will, they naturally assume it controls all their…Anna BramanApril 10, 2026
Estate PlanningTax & Asset Protection Understanding Spendthrift Clauses and How They Protect Beneficiaries When families create trusts as part of an estate plan, one of the most important…Anna BramanApril 8, 2026