Dying without a will is known as dying intestate. Massachusetts law provides a default inheritance structure based on the relatives who survive you. Beneficiary designations, certain forms of joint ownership, and assets held in trust can still pass outside that process, which is why the complete estate plan matters more than the will alone. How […]
Estate Planning
Family Meetings: How to Talk About Estate Planning, Wealth, and Legacy
A family meeting is a chance to talk through estate planning, who may serve as trustee or personal representative, long-term care plans, and how the family handles money and wealth together, before a crisis forces those conversations. With a financial advisor there to help guide the discussion, these meetings may help reduce misunderstandings, create opportunities […]
What Happens to Your Social Media Accounts When You Die?
Social media has become an integral part of our lives, with many of us accumulating years of posts, photos, videos, and other digital content across various platforms. But have you ever considered what happens to all of this data after you pass away? Understanding the policies of different social media sites regarding deceased users’ accounts […]