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Three Reasons to Name Your Trust as your Beneficiary

In medicare, Probate, SSI by John Tramontozzi

Establishing and maintaining a trust is a deliberate process. Generally those who do so, are planning ahead not just for themselves, but looking to protect the future or legacy of those close to them as well. An essential part of establishing a trust is funding, this is the process by which your assets are moved into the trust. Some of …

What is a Living Trust?

In Assets, Estate Planning, Probate by John Tramontozzi

When establishing a Living Trust, you are opting to serve as grantor, trustee, and beneficiary for the trust for the remainder of your lifetime. A trustee would be the person who is in charge of the trust assets. In a living trust, you would remain trustee until you are unable to perform those duties (generally incapacitation or death). A “beneficiary” …

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Tramontozzi Law Welcomes Neil O. Anderson

In Estate Planning, Misc Topics, Office Business, Personal Injury, Probate, Real Estate, Uncategorized by John Tramontozzi

Neil O. Anderson with his son also named Neil, who recently graduated from pre-school at the Rockland Montessori School. We are pleased to welcome Neil O. Anderson Esquire to our legal team. “Neil is a wonderful addition to our office. His background in community development and human services will be a true asset to my office, our community, and the …

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The Best Ways to Avoid Probate

In Estate Planning, Probate, Uncategorized by Tramontozzi Law

In our recent blog post we outline what probate is and what the process entails in a simple step-by-step guide. Probate refers to the settlement and distribution of one’s assets in compliance with the terms of the will. The state court manages this, and all assets that you own individually and intend to pass on to heirs is subject to probate. …

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The Probate Process in Simple Steps

In Assets, Estate Planning, Probate, Uncategorized by Tramontozzi Law

What is probate? The probate process is described as the legal steps that take place after someone dies which determine how the deceased’s assets will be distributed.   Probate is the formal court proceeding required to determine who is entitled to inherit a property. The purpose of this proceeding is to prove that the deceased’s will is valid and that …

The New Massachusetts Uniform Probate Code, Discussion Part 1

In Assets, Estate Planning, Probate by John Tramontozzi

The New Massachusetts Uniform Probate Code, Discussion Part 1 By: John N. Tramontozzi, Esq. When it comes to wills and the administration of Estates Massachusetts now follows the new Uniform Probate Code adopted in March of 2012. This statute was a complete revision and rewrite of the probate laws. The MUPC makes it easier and quicker for an estate to …