How to Choose a Hospice Provider | Beverly, MA Elder Law Attorney

When a medical professional recommends hospice care for you or a loved one, it can be an overwhelming moment. Suddenly, the fact that the end of life is near becomes much more of a reality than it has ever been. While this can be the cause of a lot of mixed emotions, it is important to recognize that this is probably the most compassionate and…

Beverly, MA Probate Lawyers Offer Tips for Handling an Out-of-State Probate

Losing a loved one is an emotional and life-changing experience. You might be tasked with the responsibility of settling the estate while also grieving your loss. It can be a challenging time in anyone’s life. However, it becomes complicated when you must go through probate for out-of-state property. Many people move to various states throughout their lifetime. Updates to the will, trust, and other documents…

What Happens to My Spouse’s Debts at Their Death?

A spouse’s death creates a difficult and demanding time for the surviving partner. As much as you might want space and time alone to process your grief, you may have certain responsibilities related to settling your deceased spouse’s affairs, including paying off their debt. Most Americans have some type of debt. The obligation to pay debts does not necessarily go away when a person dies.…

Updating Your Estate Plan: How Many Tweaks Are Too Many?

If your life or the law has changed since you signed your last will and testament (will) or trust agreement, you need to update your document. You can make updates to a revocable living trust by way of an amendment or a complete restatement of the trust agreement. An amendment updates a specific part of the trust whereas a restatement creates a new set of…

An Estate Plan Should Not Be a Set-It-and-Forget-It Endeavor

As we all know, life happens. There is really nothing we can do about it. However, some of the most common life events can have a dramatic effect on your estate plan. If you think your estate plan is like a slow cooker and you can set it and forget it, you and your loved ones may be in for a stomach-turning surprise when it…

Your Health Care Proxy Probably Won’t Work When You Need It Most

I’m attorney Paul Bernstein of the Bernstein Law Group. Many people have a very important document in place already called health care proxy. That’s where you’ve nominated under Massachusetts Law someone to make medical decisions for you if you’re unable to do so due to an accident or an illness, and you’re incapacitated. Two critical documents It’s a critical document, along with a HIPAA authorization,…

Warning for All Married Massachusetts Residents Who Are NOT U.S Citizen

I’m attorney Paul Bernstein of the Bernstein law group. Imagine that Warren Buffet died and left his entire wealth to his wife. As long as Mrs. Buffet is a U.S. citizen, there would be no taxes, even though there are billions of dollars going to her, and the tax we’re talking about is the estate tax. The unlimited marital deduction The reason there wouldn’t be…

The Dangers of Putting Your Child’s Name on Your Deed

You better think twice before putting your child’s name on your deed. I’m attorney Paul Bernstein of the Bernstein law group. Why do I say you better think twice before putting your child’s name on the deed of your house? Well, you’re probably thinking, I’ll put their name on the deed so if I pass, it’ll just go to them. They’ll own it. No court…

Revocable Trust vs. Irrevocable Trust

I’m Attorney Paul Bernstein of the Bernstein Law Group. And today, I’ll talk about revocable versus irrevocable trusts. So what’s the difference between a revocable and an irrevocable trust? Simply put, a revocable trust is one where the trust maker or the grantor can change the words. An irrevocable trust means that the trust maker can’t change the words of that trust. That doesn’t mean…

Top 3 Reasons to Avoid Probate in Massachusetts

I’m Paul Bernstein, an attorney with the Bernstein Law Group. And for over 25 years, we have helped families in Massachusetts protect and plan for what’s most important to them. Today, we’re going to talk about one of the things clients have asked us about over the last several decades, and that’s probate court avoidance. What is probate court? Before we get to the top…

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