While we are all safe at home, a lot of things we took for granted just a few short weeks ago, have had to be sidelined until the current health situation has subsided. One of those things is the ability to go meet with your attorney, without fear of health risk. While we have been undertaking measures to safely execute estate planning documents, exercising distancing while still being in the physical presence of two witnesses and a notary, when required under Massachusetts law, a new statute eases these requirements.
At The Law Offices of Kimberly Butler Rainen, we are changing the way we work with clients during this time, because as always, the health and well-being of our clients and employees are our top priority. In this time of 'social distancing' we are working remotely, offering telephone and videoconferencing to our clients. We have also established several protocols to execute estate planning documents in a manner that is as safe as possible. While we have implements temporary changes in the way we work, it will not make drafting or changing a plan impossible.
Sound estate planning for most individuals and families across Massachusetts is arguably about far more than simple will execution and a focus upon asset distribution. Although such a confined focus may be all that is deemed necessary in some instances, most people have planning concerns that require a crafted strategy across a broader dimension.
Individuals and families in Massachusetts and nationally that are thoughtfully focused upon estate planning often have numerous questions regarding trusts.
An article written by a financial planner specializing in divorce stresses these two key points regarding dissolutions involving special needs children:
Our above headline leading off today's post certainly doesn't apply to all -- or even most - Massachusetts estate planners. Indeed, the majority of individuals in the Bay State and nationally work for businesses they themselves do not own.
Out with the old, in with the new.
We're all different, yet all the same.
There is a sizable checklist of "things to do" for many estate planners that ranges widely from will/trust execution and heir/beneficiary designations to inheritances and health care-related instructions.
A commentator in a recent article addressing estate administration makes an interesting point regarding planning.