Yes, You Really Do Need an Estate Plan

A common misconception is that only the very rich require an estate plan. That’s simply not true. An estate plan is simply the use of a will or trust and incapacity documents to take care of your assets when you die, and your health and business needs if you are ever incapacitated. If you have a bank account, a car, a home, or any other items, then you have assets. Those assets will pass to someone after you die. If you want to be able to control who gets those assets, then you need to have an estate plan. Massachusetts Read More

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

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

Contesting a Will

I often get asked why I favor a trust over a will when drafting estate plans. Sometimes a will works well for someone, particularly if the estate is very small and simple. One of the big reasons I don’t favor wills is that they are easier to challenge in court than a trust. Challenging or contesting a will can just add more chaos and pain to an already difficult time when someone dies. A will, unlike a trust, has to go through probate. That means the will is filed in the court and becomes a part of the public record. Read More