Health insurance form with stethoscope. Blank medical questionnaire. Health insurance concept.

Choosing Your Healthcare Proxy: Selecting the Right Person to Make Decisions

A healthcare proxy is a document that allows an individual to designate someone else to make medical decisions on their behalf in the event they are unable to do so for themselves. Together with other instruments like a living will (a/k/a advance directive) the healthcare proxy helps individuals preserve their medical autonomy...

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Financial advisor explaining paperwork to elderly retired couple front of desk

How to Be Appointed as Personal Representative of an Estate

The executor of an estate, known in Massachusetts as a personal representative, helps manage the estate of the deceased individual (the decedent). Becoming the personal representative is a significant but rewarding duty that allows an individual, often a surviving family member, to help carry out the decedent’s final wishes. It all begins...

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living will with pills and eyeglasses on wooden table

Living Wills vs. Durable Powers of Attorney: Understanding the Differences

Most estate planning begins with a last will and testament, but this is only one of several instruments you will need. Two other essential documents are the living will and durable power of attorney. Both of these documents broadly concern situations in which a person is incapacitated. However, it’s important to understand...

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couple looking at trust document in ma

Trusts Aren’t Just for the Wealthy: A Primer on a Power Tool to Protect Your Loved Ones

Trusts have long been an integral part of developing a comprehensive estate plan because they offer a number of advantages that are not available with a last will and testament. However, most people incorrectly assume that trusts are only for wealthy individuals and families. The reality is that these instruments can...

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Newlyweds are greeted with festive confetti. Joyful bride and groom celebrating their wedding day with friends and family in the background

Estate Planning for Newlyweds

Newly married couples who are just beginning their lives together have a great deal to think about. They may be looking to buy a house together, start a family, or even open a business. Whatever life holds for you and your spouse, it’s important that you don’t neglect creating an estate plan....

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