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Monthly Archives: March 2009

Massachusetts Probate - What to expect

Probate is the actual process by which legal title of property is transferred from the decedent’s estate to his/her beneficiaries. Probate proceedings may occur if a person dies with a Will and probate proceedings may occur if a person dies without a Will.
Essentially, there are two types of probate administration in Massachusetts:

The first type of [...]

Do you know the Nursing Home Bill of Rights?

Federal Law and State law have been established requiring that all facilities are to protect the rights and dignity of every resident.  The most basic of which is to provide a clean, healthy, attractive environment. Residents are entitled to equal treatment regardless of creed, religion, ability to pay, or source of payment.
Under federal regulations, all [...]

Estate Taxes - Are there ways to avoid estate taxes?

YES.  Does this sound too good to be true? I counsel clients to reduce and often eliminate estate taxes through various techniques, including but not limited to:

Drafting Credit Shelter Trust Provisions; whereby spouses leave some of their property in trust for their children, but give the surviving spouse the ability to access some or all [...]