Entries by Troy Sullivan

Key Documents Every Massachusetts Estate Plan Should Include

When we sit down with families in Gloucester, Rockport, Manchester By The Sea, Beverly, and throughout the North Shore, the first question we are often asked is simple: what documents do I truly need in my estate plan? Many people think of a will and little else. In reality, Massachusetts law requires a more complete […]

When Should You Start Estate Planning in Massachusetts?

Estate planning is often thought of as something to put off until later in life, but the reality under Massachusetts law is that it should be considered much earlier. We frequently meet clients in Gloucester, Rockport, Manchester By The Sea, Beverly, and throughout Essex County who wait until a major life change forces them to […]

How To Choose The Right Estate Planning Attorney In Gloucester, Massachusetts

Choosing the right estate planning attorney in Gloucester is one of the most important decisions you can make for yourself and your family. Estate planning is not just about writing a will; it involves protecting your assets, preparing for incapacity, and ensuring your wishes are carried out under Massachusetts law. We serve clients across Gloucester, […]

Avoiding Common Estate Planning Mistakes In Gloucester, Massachusetts

Estate planning is one of the most important steps we can take to protect our families, our property, and our wishes under Massachusetts law. Too often, people in Gloucester, Rockport, Manchester By The Sea, Beverly, and throughout Essex County wait until it is too late or make critical mistakes that create unnecessary stress for their […]

Estate Planning for High-Net-Worth Individuals in Gloucester, Massachusetts

For individuals and families in Gloucester, Rockport, Manchester By The Sea, Beverly, and across the North Shore, estate planning takes on heightened importance when substantial assets are involved. High-net-worth individuals face unique challenges that go beyond a basic will. Massachusetts law imposes both state and federal tax considerations, as well as strict rules on trusts, […]

Planning for Incapacity Under Massachusetts Law

Life can change quickly, and many of us avoid thinking about what happens if we cannot make decisions for ourselves. Yet under Massachusetts law, planning for incapacity is one of the most important steps in protecting our families and our future. We often meet clients in Gloucester, Rockport, Manchester By The Sea, Beverly, and across […]

Charitable Giving In Massachusetts Estate Plans

When we work with families in Gloucester, Rockport, Manchester By The Sea, Beverly, and across Essex County, one of the most rewarding aspects of estate planning is incorporating charitable giving. Many clients want to ensure that their legacy includes not only protecting their loved ones but also supporting organizations that reflect their values. Massachusetts law […]

Why Life Insurance Should Be Part of Your Massachusetts Estate Plan

When we talk to families in Gloucester, Rockport, Manchester By The Sea, Beverly, and across the North Shore, one of the most common questions is whether life insurance should be part of an estate plan. Many people assume estate planning only involves wills and trusts, but life insurance plays a critical role in providing security […]

Estate Planning For Unmarried Couples In Massachusetts

Unmarried couples in Massachusetts often believe that because they live together or have shared assets, they automatically have rights similar to married couples. Unfortunately, under Massachusetts law, this is not the case. The Commonwealth does not recognize “common-law marriage,” meaning couples who are not legally married do not enjoy automatic inheritance rights, decision-making authority, or […]

What Happens If You Die Without an Estate Plan in Massachusetts?

Many people in Massachusetts put off estate planning because it feels like something that can be handled later. Unfortunately, when someone dies without a will, trust, or other legal documents in place, their family is left to deal with the rules of intestacy under Massachusetts law. These rules, set forth in the Massachusetts Uniform Probate […]