Flowcharts: Graphic Illustrations of Estate Planning Options
Harry S. Margolis
For many people flow charts can better explain estate planning options than can verbal descriptions. Here are a few.
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For many people flow charts can better explain estate planning options than can verbal descriptions. Here are a few.
You may have seen provisions in wills and trusts that bar challenges to their validity with a severe penalty: that the heir will receive nothing from the estate. These are known as no contest or in terrorem clauses with the idea being to strike terror into anyone who may challenge the document.
In Matthew Sacks v. Nancy Dissinger the Massachusetts SJC limits the one-year statute of limitations on challenges to trusts to claims of invalidity
Chanel Reynolds, a mother whose husband died in a bicycle accident, created the website GetYourShitTogether.org to help people do their estate planning.
Most people know they want to avoid probate, but they do not know exactly what probate is. This webinar will clarify what “probate” means.
Court dismisses malpractice claims against Goulston & Storrs, but permits abetting claim to go to trial. Margolis & Bloom, Wellesley and Boston, MA, 02481.
Zappos founder Tony Hsieh is another wealthy celebrity without an estate plan; this post examines why. Margolis & Bloom, Wellesley and Boston, MA, 02481
Even without notarization, wills can be proved with extrinsic evidence, but at great cost and delay. Margolis & Bloom, Wellesley and Boston, MA, 02481.
We advise executing an out-of-state durable power of attorney and health care directive if you spend several months of the year living in another state.
Legal secretary at Cleary Gottlieb, Sylvia Bloom, leaves $9 million estate, almost all going to charity.
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Wellesley, MA 02481
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Meet Julie B. Horte, a paralegal at Margolis Bloom & D’Agostino.
