Contact Us: 781-705-6400
In Matthew Sacks v. Nancy Dissinger the Massachusetts SJC limits the one-year statute of limitations on challenges to trusts to claims of invalidity
Due to the “staleness doctrine” of many financial institutions, revocable trusts often work better than durable powers of attorney for incapacity planning.
Learn about revocable trusts & annuities for seniors in this fascinating episode of the AskHarry podcast. Margolis & Bloom, Wellesley and Boston, MA, 02481
Older women are often targets of scams & elder abuse. Respectful steps can be taken to protect them. Margolis & Bloom, Wellesley and Boston, MA, 02481.
CA court holds that Post-it note with grantor’s signature is not sufficient to constitute a trust amendment. Margolis & Bloom, Wellesley, MA, 781-705-6400
‘Second Home Savvy’ authors Tim Borchers of Borchers Trust Law and Chris Cahill of 12 Points Wealth Management talk to Harry Contact us at 781-705-6400.
A durable power of attorney, health care proxy, will, and HIPAA release can provide great benefits. Margolis & Bloom, Wellesley and Boston, MA, 02481.
