I know that lawyers hate to admit that there is any such thing as a basic, vanilla estate plan. The truth is, there is such a plan and some people have a need for one. Equally true, however, is that you should probably have some good advice before you decide that you are one of those people. When I talk about “basic”, I’m talking about the following items (this is somewhat specific to Massachusetts residents). In later posts, I’ll describe each in some detail and give tips for getting organized to create one.
— Trust (maybe)
— Health Care Proxy
— Power of Attorney
— Emergency Guardianship Proxy (if you have minor children)
— A complete review beneficiary forms