Clients will often ask us “How can I avoid having my kids in a situation where they need to probate my estate?”  Beneficiary designations that directly transfer assets like life insurance, retirement accounts, and bank accounts upon death, is one option that can be used. However, several issues can complicate these seemingly straightforward arrangements. Outdated...

The summer temperatures are calming down a bit this week, and we are (reluctantly) starting to think about the fall and winter months. If you are a New Englander who flies south for the winter, there are some estate planning elements that you should review or initiate. These items help you prepare for the “what...