Year-End Peace of Mind: Why December Is the Perfect Time to Review Your Estate Plan
As the year winds down, many of us begin shifting our attention to holiday plans, family gatherings, and setting goals for the year ahead. December is a month of reflection […]
Leaving a Legacy: Charitable Giving and Estate Planning That Makes a Difference š
As the year comes to a close, many of us reflect on what matters mostāfamily, community, and the values we want to carry forward. For many, charitable giving is not […]
š¬ Money, Legacy, and Peace of Mind: The 5 Common Estate Planning Mistakes (and How to Avoid Them)
Even the most carefully crafted estate plans can contain hidden gaps ā and those gaps can create confusion, stress, and unintended consequences for loved ones. In a recent interview, Sally […]
š² What Monopoly Can Teach Us About Estate Planning
When you think of Monopoly, you probably picture friendly competition, colorful money, and maybe a bit of family drama around the game board. But this classic game actually teaches some […]
What Happens If You Donāt Have a Will in New Hampshire?
Nobody loves thinking about writing a will. It can feel overwhelming, uncomfortable, or like something youāll āget around to someday.ā But hereās the thing: if you donāt take the time […]
The Origin of the Legacy Counsellors, P.C. Copper Beech Tree Symbol
The symbol of Legacy Counsellors, P.C., is the copper beech tree; a majestic tree often found in formal gardens and parks. From our home in Western Massachusetts, we are not […]
Ozzy Osbourneās Final Encore: What His Estate Plan Taught Us About Life, Legacy, and Responsibility
When you think of Ozzy Osbourne, a well-prepared estate plan might not be the first thing that comes to mind. You might picture the wild-eyed lead singer of Black Sabbath, […]
The Importance of Estate Settlement: Securing Your Legacy and Protecting Your Loved Ones
In life, few things are as certain as deathāand yet, preparing for it is often postponed or overlooked. While creating a will or trust is a vital step in estate […]
Musings and Memories
By Richard āChuckā Woodhouse, JD, and Caldwell Law Sage emeritus. Early in March 2023, an article appearing in the Boston Globe recounted the story of a Massachusetts man, while being […]
New Proposed Rule Effects In-Kind Support and Maintenance Calculation
By Jill Roamer, J.D., CIPP/US, Director & Editor in Chief, Elder Law, WealthCounsel, LLC (republished with permission of WealthCounsel) If an individual receiving Supplemental Security Income (SSI)* receives certain types […]
My Loved One Has Died – What Do I Do Now?
When a family member or other loved one dies, grief and shock can sometimes be overwhelming. The last thing most people want to think about is making phone calls or […]
Money Isn’t Everything
How to Pass Your Stories and Values to the Future Generations While itās true that money is probably the most talked about topic in estate planning, the riches of experience […]