Blogs

Revocable Living Trusts and Children as Beneficiaries of Life Insurance

Client’s often tell me that they have named their spouse as the beneficiary of their life insurance policy and then their child as the backup beneficiary. This is very common. There are a few things t

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The Importance of An Estate Plan If You Have Young Children

Estate planning allows parents to plan for who will care for their children and how they are cared for, ensures their property will pass to whom they want, the way they want and when they want and det

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What Do I Do When Someone Dies?

When someone close to you dies it can often be an overwhelming experience. We have created a checklist to use when a person dies to help guide you through this difficult process click here to download

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Do I Need a Will or Trust, or Both? Answered by a Massachusetts Estate Planning Attorney

Do I Need a Will or Trust, or Both? Answered by a Massachusetts Estate Planning Attorney

Do I Need a Will or Trust, or Both? Answered by a Massachusetts Estate Planning AttorneyMany people are familiar with the terms “will” and “trust,” however, they don’t exactly know the difference, nor

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Avoiding a Tax Bomb on Proceeds from a Life Insurance Policy

Avoiding a Tax Bomb on Proceeds from a Life Insurance Policy

Life insurance is a contract entered into between a policy holder and an insurance company. Specifically, the life insurance policy holder makes set payments to the insurance company in exchange for t

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Mental Incapacity and Estate Planning

Mental Incapacity and Estate Planning

The common issue of mental incapacity is one of the most important reasons for beginning the estate planning process early. While you may work hard at taking care of yourself, you do not know what the

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Smart Estate Planning For A Family Business

The post Smart Estate Planning For A Family Business appeared first on The Sullivan Firm - Estate Planning and Probate Attorney in Gloucester and Rockport.

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How Long Does the Probate Process Take?

The post How Long Does the Probate Process Take? appeared first on The Sullivan Firm - Estate Planning and Probate Attorney in Gloucester and Rockport.

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Making Charitable Bequests in Your Will or Trust

The post Making Charitable Bequests in Your Will or Trust appeared first on The Sullivan Firm - Estate Planning and Probate Attorney in Gloucester and Rockport.

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Is a HIPAA-release required for Massachusetts Health Care Proxies?

What is a HIPAA Release?The Health Insurance Portability and Accountability Act of 1996 (“HIPAA”) is a federal law that protects the privacy and security of individuals’ medical records in the United

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