Downloads

Is My Estate Plan Missing Something? Time for a Check-Up

Estate Settlement Checklist: Getting Your Affairs in Order

The Role of PR and Trustee: What is Your Role Now?

Documents Needed for a Medicaid Application

Massachusetts Estate Planning Guide

Discover the advantages and strategies to create your best estate plan!

Selecting Your Trustee

Selecting who should serve as your trustee during your incapacity and, ultimately, after your passing is not as simple as you may think. Learn what characteristics to look for when choosing those who will handle the future of your estate.

Asset Alignment & Your Estate Plan

Even if you have the best, most up-to-date estate planning documents consistent with your wishes, your plan will likely fail without proper asset alignment. Discover how important the correct titling of assets, financial accounts and beneficiary designations are to the success of your plan.