Estate Planning for the Little Things

Estate planning involves preparing for considerations related to incapacitation and death. And while there are many commonly thought-of items, like creating wills and naming guardians, there are some other items […] more...

Making a Charitable Organization the Beneficiary of Your Life Insurance Policy

Clients come to my Woburn estate planning office with a desire to make a difference to the next generation. Obviously, there is a need to plan for children and grandchildren, […] more...

How to Choose an Executor or Successor Trustee

The decision of who to appoint as your executor or trustee is a huge one, and we’ve talked about it a bit in the past. Still, it’s important to make… more...

Weighing Your Social Security Options

For many elder law clients in Woburn, Social Security benefits represent a very large portion of their post-retirement income. Because of the way that the system has changed since… more...