by Annette Hines | Apr 14, 2023 | General Interest, Special Needs Planning
National Healthcare Decisions Day is April 16. Sponsor of The Conversation Project, The Institute for Healthcare Improvement uses this date to remind the public of the importance of having conversations and documenting our healthcare wishes for the future. Advance...
by Annette Hines | Apr 7, 2023 | Digital Assets
One aspect of your Framingham estate plan that you may not yet have taken into consideration is your digital legacy. Arranging what happens to your digital assets and information when you pass away has become an increasingly essential component of financial literacy —...
by Annette Hines | Feb 2, 2023 | Estate Planning, Special Needs Planning, Special Needs Trust
Having your estate planning documents created with an experienced special needs professional is important, as is naming the people who will be putting your plan into action. A key sticking point is often deciding who is the right person for the role, says an article...
by Annette Hines | Jan 18, 2023 | Estate Planning, Special Needs Planning, Special Needs Trust
Serving as a trustee of a special needs trust can be a time-consuming and complicated job, which is why trustees are almost always entitled to compensation for their services. Payment of trustees usually takes one of two forms: either a flat fee based on a percentage...
by Annette Hines | Nov 15, 2022 | Estate Planning, General Interest
If you’ve already created a revocable trust, congratulations—that means you’ve taken steps to protect the people important to you and eliminated concerns they may have about what will happen when you’re gone. A recent article, “3 Things to Consider when Naming...
