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What Type of Trust is Best for You

In disability, Estate Planning, Finances, Misc Topics by John Tramontozzi

  You have decided to consider creating a Trust.  Generally people decide on this course to help ensure financial stability to themselves and their loved ones. When you begin the process with your lawyer you will need to determine what kind of trust meets your needs. You as the creator of the Trust are the “settlor”, “Trust maker” or “Grantor”. …

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Do I Really Need A Will ?

In Assets, Estate Planning, Family Law, Finances, medicare, SSI by John Tramontozzi

  Do I Really Need a Will? (and for that matter why have an attorney make one?) Many people and families engage in careful estate planning; however there also are a good number of people who choose, either purposely or inadvertently, to make no financial or legal arrangements for their property following their deaths. Sometimes individuals do not want to …

Information on Living Wills in Melrose, MA

In Finances, Misc Topics by John Tramontozzi

A ‘living will’ is a legal document explaining your instructions regarding health care treatments. It informs family members and health care providers of your preferences if you are unable to speak for yourself. While it is commonly created as part of an estate plan, it may also function separately. This post provides information on living wills in Melrose, MA and …