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Estate planning, explained plainly.
Free guides and short lessons on Massachusetts law. Read at your own pace, check what you learned, and come back anytime. No advice, no pressure, no sign up.
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BasicsYour estate planning checklistThe people, property, and wishes to think through before you plan. Print it and bring it with you.BasicsProbate in Massachusetts, explainedWhat the court does when someone dies, how long it usually takes, and which property passes outside it.TrustsWhat a revocable living trust doesControl while you live, a smooth handoff afterward, and the things a trust cannot do.DocumentsWills and trusts: how they work togetherWhat a will does that a trust cannot, and how a pour over will ties them together.TrustsFunding your trust: the step people missHow each kind of property gets into a trust, or points to it, and what happens to anything left out.DocumentsPowers of attorney and health care proxiesWho acts for you if you cannot, for money and for medical decisions, and what happens without these documents.FamilyNaming a guardian for your childrenWho would raise your children, who would manage their money, and why those can be different people.TaxesThe Massachusetts estate tax, in plain termsWho owes it, how the $2,000,000 threshold works, and why married couples plan differently in Massachusetts.CareLong term care and MassHealth: where to startWhy the rules feel confusing, a few facts worth knowing, and who to talk with.
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Everything here is general education about Massachusetts law, written by WisePath Estate Planning. It is not legal advice for your situation, and reading it does not make you our client.