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Probate

Massachusetts Professional Corporation Shares: Probate, Trusts, and the 12-Month Rule

September 9, 2025 by Eric C. Jansen, ChFC®

The Unique Challenge of Massachusetts Professional Corporation Shares In Massachusetts, professional corporation (PC) shares, such as those in a medical, legal, or dental practice, are subject to special ownership and transfer rules. Chapter 156A generally limits ownership and transfers to people or entities that qualify under the statute, and the applicable professional licensing board may […]

Filed Under: Estate Planning Tagged With: Estate Planning, Massachusetts, Probate, Trusts

What Happens If You Die Without a Will in Massachusetts?

February 27, 2025 by Eric C. Jansen, ChFC®

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 […]

Filed Under: Estate Planning Tagged With: Estate Planning, Massachusetts, Probate

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