Business Succession in Washington Post

The Washington Post published a good article about business succession. Does your estate plan include a business succession plan? While no one likes to talk about death, it’s important to have a plan for your business for when the inevitable happens. There are many options, from continuing the business to selling it to shutting it down. But your wishes won’t be followed unless you have a business succession plan in your estate plan. Contact me today at jo@windhorselegal.com or 617-991-8905 so we can make sure your business is taken care of by your estate plan. Read More

Yellowstone and the Power of Attorney

Spoiler Alert: All Law&Story webpages contain significant discussion of plot points for whatever program or movie they analyze. Backstory: Yellowstone is a Paramount Network production that revolves around the family of John Dutton and the Yellowstone Ranch that has been in his family for generations. John, a widower, has four grown children although only three figure prominently in each season. Jamie, the eldest of the three, is an attorney. Beth is a businesswoman who left the ranch but returns at her father’s request. Kayce is the youngest and tries to unsuccessfully distance himself from the family. Kayce’s wife, Monica, is

COVID19 Legal Issues for the Horse Community

Click HERE for the free e-book. Are you concerned about the legal issues surrounding COVID19 and your horse business or personal horses? I have written an e-book entitled “Horse People, Don’t Panic: COVID19 Legal Issues for the Horse Community.” It’s a free PDF download, and you are encouraged to share it in its entirety and let others know they can download it here. You will learn about legal issues concerning liability, horse care if you get sick, equine estate planning, and contracts during these difficult times. This is an educational service of Windhorse Legal, PLLC, and does not constitute legal Read More

Updating Your Estate Plan

Because of the COVID19 pandemic, many people are thinking about estate plans. You may think that once you get your estate plan drafted that you can make some changes just by handwriting in the changes and adding your signature to the change. Unfortunately, it’s not that easy. There are specific procedures that have to be followed when you execute the documents in your estate plan. According to Massachusetts law, you need a certain number of witnesses and those witnesses must meet certain requirements. You must also have documents notarized. If you do not meet these requirements, then your will, trust, Read More

Incapacity Documents in Other States

As winter approaches, I’ve been asked by clients who are going to warmer climates whether they should have additional incapacity documents drafted in the state where they will stay most of the winter. The first thing I tell them is to make sure their Massachusetts incapacity documents are current. They may want to change their health care proxy or perhaps the contact information for people listed in those documents has changed. Once we address the Massachusetts documents and make sure they are current and properly executed, then I talk about the issue of other jurisdictions. If you are just going Read More