Estate Planning Review: More Important Than Ever in a Pandemic

Has it been some time since you reviewed your estate plan?

An estate plan review is suggested every 3-5 years or upon a change to your wishes or circumstances; but with the recent changes to our laws, and with the awful impacts of the coronavirus (COVID-19) if you haven’t reviewed your estate plan recently, you may want to consider doing so sooner than later.

Massachusetts instituted various laws in 2012 pertaining to estate administration and estate planning, including many changes to laws governing trusts, and case law continues to evolve over time.  Also, many people have generally heard about the U.S. Supreme Court’s decision in the Windsor case (2013) and its affect on the federal law commonly referred to as DOMA, otherwise known as the Defense of Marriage Act.  In Massachusetts, we are an equal marriage state; but, do you really understand the effects of the changes to same-sex marriage recognition under our federal law?  Depending upon your circumstances, the change to federal law could impact your estate plan or other family matters.  Can this change benefit you?

Please contact one of our qualified attorneys to discuss how the changes may impact you and your family.

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