What to Do if You Become Trustee of An Estate?

Aug 24, 2022 / By: Lantz Law, Inc.

Category: General

You have just been informed that you were named as the Successor Trustee of someone’s estate, and that person is now deceased. You may or may not have known about your nomination for that position....

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Will My Retirement Accounts Go Through Probate?

Aug 10, 2022 / By: Lantz Law, Inc.

Category: General

They can – unless you designate your beneficiaries properly… Probate is a legal process that provides for a court to review and validate someone’s will. During the probate process, a deceased individual’s assets are first...

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Frail Elder Welfare Program

Jun 29, 2022 / By: Lantz Law, Inc.

Category: Blog, Elder Law

For those who are elderly and in need of health care and support services, investigate the Frail Elder Waiver (FEW) programs of MassHealth. This program is primarily for those who would receive such services in...

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Irrevocable Income Only Trusts (IIOTs)

Jun 21, 2022 / By: Lantz Law, Inc.

Category: General

Anyone who has had a loved one in a nursing home knows how costly nursing home care can be and how quickly assets can be depleted to cover such expense. Eventually, most seniors remaining in...

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What Makes a Will or Trust Invalid

Jun 2, 2022 / By: Lantz Law, Inc.

Category: Estate Planning, legal education

Clients often worry about the execution of their plan after death. Sometimes, individuals fail to see their complicity in the destruction of their plan. Numerous ways exist to invalidate an Estate Plan. A qualified Estate...

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Let’s Talk about Trusts…and Taxation

Apr 4, 2022 / By: Lantz Law, Inc.

Category: Estate Planning, legal education

Estate planning attorneys need to understand and explain taxation of trusts in order to properly advise clients. Individual clients need to understand the implications of the plan their attorney suggests in order to properly file...

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What Everyone Should Know about the New FDIC Regulations

Mar 1, 2022 / By: Lantz Law, Inc.

Category: consumer protection, Estate Planning, legal education

Although revocable trusts are the centerpiece for many estate plans, many clients are confused by what amount of their deposit accounts are insured by the Federal Deposit Insurance Company. To make the rules easier to...

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State Income Taxation of Social Security Benefits

Mar 1, 2022 / By: Lantz Law, Inc.

Category: Estate Planning, legal education

The pandemic has had a long-lasting influence on our culture, including encouraging relocation at previously unheard-of levels. Imagine the surprise of a recently relocated retiree who discovers that their previously untaxed Social Security benefits are...

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Double Your Gifting with Spousal Gift-Splitting

Feb 2, 2022 / By: Lantz Law, Inc.

Category: Estate Planning, legal education

It may be possible to double your gifting by using spousal “gift-splitting.” Spouses may elect to split gifts made to others. If they do so, they must split all the gifts made by the other...

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You’ve Been Named The Trustee of Someone Else’s Estate: What Now?

Jan 24, 2022 / By: Lantz Law, Inc.

Category: Attorney, Blog, Estate Planning, Estate Planning, Trusts

You’ve been named Successor Trustee of someone else’s estate… …and that person is now deceased. You may or may not have known about your nomination for that position.  But in any case, after you have...

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