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How To Appoint A Guardian And Trustee For Your Family’s Future

How To Appoint A Guardian And Trustee For Your Family’s Future

Estate Planning

by Suzanne Poitras | Feb 6, 2018 | Estate Planning, Trusts, Wills

While I’ve discussed several types of trusts and the benefits of establishing them for your family, there are a few parts missing. That part is the guardian and the trustee. A trust is only as strong as the person appointed to protect it and execute your wishes within...
by Suzanne Poitras Feb 6, 2018 No Comments
The Federal Portability Series: Massachusetts Is Out Of The Question

The Federal Portability Series: Massachusetts Is Out Of The Question

Wills

by Suzanne Poitras | Jan 2, 2018 | Wills

Last week, I brought the topic of federal portability to light. Even though it’s not much of a critical issue now, I am still going to blog about it. It’s more of a back-burner issue, but it does need to be on your stove—on your radar. For all my Massachusetts clients...
by Suzanne Poitras Jan 2, 2018 No Comments
Your Last Will And Testament: Securing And Storing, Part II

Your Last Will And Testament: Securing And Storing, Part II

Wills

by Suzanne Poitras | Nov 7, 2017 | Wills

Last week, I covered in depth a checklist on creating (or revising) your last will and testament. It’s important to take care of these serious matters sooner rather than later. After all, death can come expectedly or unexpectedly. It’s always smart for you...
by Suzanne Poitras Nov 7, 2017 No Comments
Your Last Will And Testament: Securing And Storing, Part I

Your Last Will And Testament: Securing And Storing, Part I

Wills

by Suzanne Poitras | Oct 17, 2017 | Wills

It’s one thing to blog about wills, health care proxies, estate plans, trusts, etc. But today, I’m starting a two-part blog about the details in your will. If you don’t already have one, this is perfect timing. You’ll be able to start anew with...
by Suzanne Poitras Oct 17, 2017 No Comments
The Parents’ Guide To Creating A Revocable Trust For Your Children

The Parents’ Guide To Creating A Revocable Trust For Your Children

Wills

by Suzanne Poitras | Oct 3, 2017 | Wills

The majority of my work revolves around families in the event of loss or divorce. On the plus side, I help to create peace of mind for families. I’ve discussed many aspects regarding marriages, divorces, and parents—but not children—until now. For this blog,...
by Suzanne Poitras Oct 3, 2017 No Comments
Protecting Your Digital Assets After Death

Protecting Your Digital Assets After Death

Assets

by Suzanne Poitras | Aug 15, 2017 | Assets, Wills

I hope you have developed your estate plan and have your future protected. It’s a big step in the right direction. Having that peace of mind on who receives which assets upon your death or who can act in the event of other unforeseen circumstances are paramount....
by Suzanne Poitras Aug 15, 2017 No Comments
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Recent Posts

  • Your Massachusetts Health Care Proxy Guide
  • How To Appoint A Guardian And Trustee For Your Family’s Future
  • The Federal Portability Series: Massachusetts Is Out Of The Question
  • The Federal Portability Series: What Is It And Does It Affect You?
  • Charitable Trusts, Part II: Understanding The Major Tax Benefits
  • Charitable Trusts, Part I: The Overview
  • Your Last Will And Testament: Securing And Storing, Part II
  • Your Last Will And Testament: Securing And Storing, Part I
  • The Parents’ Guide To Creating A Revocable Trust For Your Children
  • How To Protect Your Loved Ones Via A Special Needs Trust

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