Generated by All in One SEO v4.9.10, this is an llms.txt file, used by LLMs to index the site. # estateplanninginmassachusetts.com Just another WordPress site ## Sitemaps - [XML Sitemap](https://www.estateplanninginmassachusetts.com/sitemap.xml): Contains all public & indexable URLs for this website. ## Posts - [Attorneys Sheryl Dennis and Hugh Ferguson quoted in Newsweek](https://www.estateplanninginmassachusetts.com/attorneys-sheryl-dennis-and-hugh-ferguson-quoted-in-newsweek/) - [Best Lawyers Award for Attorney Sheryl J. Dennis](https://www.estateplanninginmassachusetts.com/best-lawyers-award-for-attorney-sheryl-j-dennis/) - [Sheryl Dennis interviewed by Citybiz](https://www.estateplanninginmassachusetts.com/sheryl-dennis-interviewed-by-citybiz/) - [Attorney Sheryl Dennis included in Best Lawyers in America 2021.](https://www.estateplanninginmassachusetts.com/congratulations-to-my-partner-sheryl-dennis-on-her-inclusion-in-best-lawyers-in-america-2021/) - [Sheryl Dennis Quoted in Massachusetts Lawyers Weekly](https://www.estateplanninginmassachusetts.com/sheryl-dennis-quoted-in-massachusetts-lawyers-weekly/) - [Attorney Sheryl Dennis Quoted in Barron's](https://www.estateplanninginmassachusetts.com/attorney-sheryl-dennis-quoted-in-barrons/) - [As BigLaw slashes payroll, small firms weather storm – Attorney Sheryl Dennis Featured in Lawyers Weekly](https://www.estateplanninginmassachusetts.com/as-biglaw-slashes-payroll-small-firms-weather-storm-attorney-sheryl-dennis-featured-in-lawyers-weekly/) - [Attorney Sheryl Dennis Quoted in Lawyers Weekly about Paycheck Protection Program](https://www.estateplanninginmassachusetts.com/attorney-sheryl-dennis-quoted-in-lawyers-weekly-about-paycheck-protection-program/) - [Attorney Sheryl Dennis quoted in Boston Business Journal Article – Boston’s supply of lawyers falls far short of firms’ heavy demand](https://www.estateplanninginmassachusetts.com/attorney-sheryl-dennis-quoted-in-boston-business-journal-article-bostons-supply-of-lawyers-falls-far-short-of-firms-heavy-demand/) - [Trusts Aren’t Marital Property, Says Massachusetts Supreme Court](https://www.estateplanninginmassachusetts.com/trusts-arent-marital-property-says-massachusetts-supreme-court/) - [Undue Influence and Estate Planning – What You Need to Know](https://www.estateplanninginmassachusetts.com/undue-influence-and-estate-planning-what-you-need-to-know/) - [Lessons in Estate Planning and Privacy from Harper Lee](https://www.estateplanninginmassachusetts.com/lessons-in-estate-planning-and-privacy-from-harper-lee/) - [Estate Planning and Second Marriages](https://www.estateplanninginmassachusetts.com/estate-planning-and-second-marriages-2/) - [The ABLE Act: Tax-Free Savings for People with Disabilities](https://www.estateplanninginmassachusetts.com/the-able-act-tax-free-savings-for-people-with-disabilities/) - The Achieving a Better Life Experience (ABLE) Act provides the opportunity for those who became disabled before age 26 to set up tax-free savings accounts. - [Sheryl Dennis on Legacy Planning in Lawyers Weekly](https://www.estateplanninginmassachusetts.com/sheryl-dennis-on-legacy-planning-in-lawyers-weekly/) - Sheryl Dennis was recently quoted in the March 12, 2015 issue of Massachusetts Lawyers Weekly. Attorney Dennis was consulted on digital legacy planning. - [The Tax Responsibilities your Family May Be Overlooking](https://www.estateplanninginmassachusetts.com/the-tax-responsibilities-your-family-may-be-overlooking/) - If your child has earned income or even has unearned income in their name, they should be filing a Report of Foreign Bank and Financial Accounts or FBAR. - [Estate Planning Advice on Disinheriting a Child](https://www.estateplanninginmassachusetts.com/estate-planning-advice-on-disinheriting-a-child/) - When considering your estate plan, you will have to choose your beneficiaries. Disinheriting a child or leaving them out of your will is an emotional decision. - [3 Easily Avoidable Estate Planning Mistakes](https://www.estateplanninginmassachusetts.com/3-easily-avoidable-estate-planning-mistakes/) - If you have engaged in some form of estate planning, you have already managed to avoid this primary mistake. Here are 3 other estate planning mistakes to avoid. - [Back-to-School Estate Planning for College Students](https://www.estateplanninginmassachusetts.com/back-to-school-estate-planning-for-college-students/) - Young adults may be excited to start college in September, but if they are over 18, their changing legal status will impact them in a variety of ways. - [Planning Ahead for the Medicaid Look Back Period](https://www.estateplanninginmassachusetts.com/planning-ahead-for-the-medicaid-look-back-period/) - One aspect of Medicaid that is often misunderstood is its look back period for asset transfers, which can impact eligibility of individuals who need long-term care. - [The Landmark SCOTUS Decision that Impacts your Inherited IRA](https://www.estateplanninginmassachusetts.com/the-landmark-scotus-decision-that-impacts-your-inherited-ira/) - In a recent decision, the U.S. Supreme Court held that inherited IRAs are not protected from creditors in a bankruptcy claim. How does this decision impact your estate plan? - [Elder Care and Medical Marijuana in Massachusetts](https://www.estateplanninginmassachusetts.com/elder-care-and-medical-marijuana-in-massachusetts/) - The MA Act for the Humanitarian Medical Use of Marijuana took effect on Jan. 1, 2013, legalizing its use for medicinal purposes and impacting elder care in MA. - [Important Graduation Safety Reminder for your 2014 Graduates](https://www.estateplanninginmassachusetts.com/important-graduation-safety-reminder-for-your-2014-graduates/) - Do you have a child 18+ years of age? What happens if they are injured in an accident? Did you know that once they turn 18, you can no longer access their medical records. - [An Introduction to High-Net Worth Estate Planning](https://www.estateplanninginmassachusetts.com/an-introduction-to-high-net-worth-estate-planning/) - Estate planning for high-net worth individuals and families is complex. HNW Estate Planning should be handled carefully and by experienced estate planning attorneys. - [College Planning for Special Needs Students](https://www.estateplanninginmassachusetts.com/college-planning-for-special-needs-students/) - Many consider a 529 College Savings Plan a great way to save for college because it sets aside the money and grows tax-free. But if your child has special needs, there may be more to consider. - [Estate Planning is for Everyone](https://www.estateplanninginmassachusetts.com/estate-planning-is-for-everyone/) - A common planning misconception is that only those with vast assets need an estate plan. But, it is important to emphasize that estate planning is not just for the wealthy. - [Bitcoins and Estate Planning: Bequeathing Cryptocurrency](https://www.estateplanninginmassachusetts.com/bitcoins-and-estate-planning-bequeathing-cryptocurrency/) - With the prevalence of Bitcoin as a form of digital currency, new considerations must be made when it comes to a variety of legal concerns including estate planning. - [5 Must-Have Estate Planning Documents](https://www.estateplanninginmassachusetts.com/5-must-have-estate-planning-documents/) - As the New Year progresses, there is no better time to think about estate planning. Here is a checklist of the 5 must-have pieces to your estate plan. - [5 Estate Planning Nightmares from Around the Country](https://www.estateplanninginmassachusetts.com/5-estate-planning-nightmares-from-around-the-country/) - With proper estate planning, the following could have been avoided. But many fail to adequately plan their estate, which can lead to worst-case scenarios. - [How Estate Taxes May Impact your Life Insurance Policy](https://www.estateplanninginmassachusetts.com/how-estate-taxes-may-impact-your-life-insurance-policy/) - Life insurance is a staple of many estate plans, but there is one factor many overlook when thinking about life insurance and estate planning: estate taxes. - [Long-Term Care Premium Deductibility Limits Increase in 2014](https://www.estateplanninginmassachusetts.com/long-term-care-premium-deductibility-limits-increase-in-2014/) - The importance of healthcare is a topic that is often discussed, but many fail to consider long-term care insurance. Yet, long-term care insurance can be vital. - [Estate Planning Must-Haves for Parents of Children with Special Needs](https://www.estateplanninginmassachusetts.com/estate-planning-must-haves-for-parents-of-children-with-special-needs/) - If you are the parent or guardian of a child with special needs, it is vital for you to have an estate plan that makes provisions for the child’s future. - [Fireside Reading with a Side of Estate Planning](https://www.estateplanninginmassachusetts.com/fireside-reading-with-a-side-of-estate-planning/) - After creating a will, circumstances may prompt a desire to change aspects of the document using a codicil. In Island Girls, Rory Randall does just that. - [Estate Planning Lessons from Tony Soprano](https://www.estateplanninginmassachusetts.com/estate-planning-lessons-from-tony-soprano/) - The tragic death of James Gandolfini saddened fans of the talented actor. And, since his will became public, there has been much commentary on his estate plan. - [Estate Planning Video - Sheryl Dennis](https://www.estateplanninginmassachusetts.com/estate-planning-video-sheryl-dennis/) - [2013 Planning for the Generations Symposium](https://www.estateplanninginmassachusetts.com/2013-planning-for-the-generations/) - I will be attending the 2013 Planning for the Generations Symposium - a conference taking place in Denver, CO for estate, elder law and financial professionals. - ["We are Family": Estate Planning for Adult Children Living at Home](https://www.estateplanninginmassachusetts.com/we-are-family-estate-planning-for-adult-children-living-at-home/) - Today, many adult children are continuing to live with their parents. This can be a benefit and a burden, but be sure adjust your estate plan accordingly. - [Same-Sex Marriage Estate Tax Milestone](https://www.estateplanninginmassachusetts.com/same-sex-marriage-estate-tax-milestone/) - With a landmark decision in U.S. v. Windsor, the U.S. Supreme Court has determined that a stipulation of the Defense of Marriage Act (DOMA) is unconstitutional. - [Estate Planning for Young Adults](https://www.estateplanninginmassachusetts.com/estate-planning-for-young-adults/) - Most young adults are not concerned with estate planning -- but if heading off to college, it is a good idea to name a power of attorney and health care proxy. - [Celebrity Estate Planning Mistakes to Avoid](https://www.estateplanninginmassachusetts.com/celebrity-estate-planning-mistakes-to-avoid/) - Don't make the same estate planning mistakes as famous celebrities. - [The Importance of Keeping Beneficiaries Updated](https://www.estateplanninginmassachusetts.com/the-importance-of-keeping-beneficiaries-updated/) - No matter if it is a divorce, death or simply a change of mind or heart, it is important to know whom you have designated as the beneficiaries. - [Estate Planning Faux Pas](https://www.estateplanninginmassachusetts.com/estate-planning-faux-pas/) - People often make a variety of mistakes when planning their estate. One of the biggest mistakes is failing to get professional advice. - [Estate Planning and Second Marriages](https://www.estateplanninginmassachusetts.com/estate-planning-and-second-marriages/) - With remarriage after a divorce, there is much to consider when it comes to estate planning. - [Estate Planning Lessons from Downton Abbey](https://www.estateplanninginmassachusetts.com/estate-planning-lessons-from-downton-abbey/) - A recent article from WSJ offered "Money Lessons from Downton Abbey." The popular British drama can also offer valuable estate planning advice. - [Study Says Stories are Most Valued Inheritance](https://www.estateplanninginmassachusetts.com/study-says-stories-are-most-valued-inheritance/) - In a 2012 survey, it was determined that family stories are more important to many than material inheritance when planning one's estate. - [Writing Your Social Media #Will](https://www.estateplanninginmassachusetts.com/writing-your-social-media-will/) - With so many things to concern yourself with you may not give a second thought to the afterlife of your social media presence. But maybe you should. - [Disinheriting Someone Isn't Always Easy](https://www.estateplanninginmassachusetts.com/disinheriting-someone-isnt-always-easy/) - The desire to disinherit someone from a will isn’t always as negative as it sounds. However, there are certain rules and guidelines to take into consideration when withholding assets. - [Don’t Leave Your Legacy to Chance: Estate Planning For Lottery Winners](https://www.estateplanninginmassachusetts.com/dont-leave-your-legacy-to-chance-estate-planning-for-lottery-winners/) - For lottery winners, estate planning is a must. While it sounds morbid, especially in the face of the excitement that comes with winning the lottery, one of the first things a lottery winner should do is review his or her Will and put an estate plan in place. - [“Talking about the Law” with Bob Flynn on WRCN](https://www.estateplanninginmassachusetts.com/talking-about-the-law-with-bob-flynn-on-wrcn/) - Family law mediation and VA Affairs benefits and compensation are some the practice areas at Fields and Dennis in Wellesley, Massachusetts. - [Remarks on the 2012 Special Needs Trusts National Conference](https://www.estateplanninginmassachusetts.com/2012-special-needs-trusts-national-conference-2/) - Sheryl Dennis attended the annual Special Needs Trusts Conference and was impressed with the details she received about guardianship, housing and estate planning for people with special needs. - [2012 Special Needs Trusts National Conference](https://www.estateplanninginmassachusetts.com/2012-special-needs-trusts-national-conference/) - Sheryl Dennis is going to the 2012 Special Needs Trusts Conference in St. Peter Beach Florida this October, and will hear talks on Trusts, Wills, Power of Attorney, and guardianship. - [Digital Media After Death](https://www.estateplanninginmassachusetts.com/digital-media-after-death/) - Estate Planning Lawyers in Massachusetts are interested in whether digital files like music, photos and videos can be left in wills to inheritors. - [The "Rules of Retirement"](https://www.estateplanninginmassachusetts.com/the-rules-of-retirement/) - According to Wellesley estate planning attorney Sheryl Dennis retirement funds and 401k funds are passed down in the event of death in a particular fashion. - [World's Richest Cat Can't be "Trusted"](https://www.estateplanninginmassachusetts.com/worlds-richest-cat-cant-be-trusted/) - Estate Planning attorney Sheryl Dennis discovers the world's richest cat in Italy, which is still not as rich as a Massachusetts dog which was left a trust fund. - ["Inheriting a Home, and a Loan"](https://www.estateplanninginmassachusetts.com/inheriting-a-home-and-a-loan/) - Inheriting a home from a deceased relative can come with mortgage payments and the potential for foreclosure--to avoid these, an mass estate planning lawyer can help. - [National Estate Planning Awareness : Pass it On](https://www.estateplanninginmassachusetts.com/national-estate-planning-awareness-pass-it-on/) - Who needs to have an estate plan? Everyone over the age of 18. If you want to know more, contact estate planning lawyer Sheryl Dennis. - [Another Estate Tax Deadline Looming](https://www.estateplanninginmassachusetts.com/another-estate-tax-deadline-looming/) - Estate Taxes imposed by the Obama Administration last year look beneficial to wealthy families, but the estate planning process is actually extremely complex under the agreement. - [News Update: Trusts for Pets](https://www.estateplanninginmassachusetts.com/news-update-trusts-for-pets/) - Massachusetts Trusts for Animal Care was signed into law by Governor Patrick, so when you're doing your estate planning in Massachusetts, consider the option. - [Room to Grow, Your Right to Know: HIPAA and HCPOA Forms](https://www.estateplanninginmassachusetts.com/room-to-grow-your-right-to-know-hippa-and-hcpoa-forms/) - Health Care Power of Attorney lawyer Sheryl Dennis a family law attorney and estate planning lawyer in Wellesley MA wants parents to know how to protect children. - [The importance of being earnest (when designating beneficiaries)](https://www.estateplanninginmassachusetts.com/the-importance-of-being-earnest-when-designating-beneficiaries/) - Family Lawyer and Estate Planning attorney Sheryl Dennis stresses the importance of carefully designating your beneficiaries. - [Should my elderly parent, in a nursing home, sell her house?](https://www.estateplanninginmassachusetts.com/should-my-elderly-parent-in-a-nursing-home-sell-her-house/) - Estate Planning lawyers and elder law attorneys alike recommend elderly people in nursing homes apply for Medicaid prior to selling their homes. - [Elder Care and Consideration](https://www.estateplanninginmassachusetts.com/elder-care-and-consideration/) - MA Estate Planning Lawyer and Elder Care Attorney looks at the responsibilities that children with elderly parents have to make from a legal standpoint. - [Massachusetts Business Succession Planning](https://www.estateplanninginmassachusetts.com/massachusetts-business-succession-planning/) - Boston Estate Planning lawyer and business mediators examine business succession planning in Massachusetts. - [Federal Estate and Gift Tax Changes](https://www.estateplanninginmassachusetts.com/federal-estate-and-gift-tax-changes/) - 2010 tax legislation has changed some of the federal estate tax laws and the Massachusetts gift tax laws. - [Standby Guardianship of Minor Children](https://www.estateplanninginmassachusetts.com/standby-guardianship-of-minor-children/) - Massachusetts estate planning attorney Sheryl Dennis examines the benefits of designating a standby guardianship for minors in Massachusetts. - [Things You Need to Know about Making a Will](https://www.estateplanninginmassachusetts.com/things-you-need-to-know-about-making-a-will/) - Massachusetts wills must be written with an estate planning attorney or in the event of death, the state will decide who cares for your children and property. - [Are My Life Insurance Proceeds Taxable?](https://www.estateplanninginmassachusetts.com/are-my-life-insurance-proceeds-taxable/) - Estate Tax Lawyer examines life insurance proceeds and estate taxes and how they can borrow against your policy. - [The Will of a Professional: Have an Estate Planning Attorney Draw up Your Will](https://www.estateplanninginmassachusetts.com/the-will-of-a-professional-have-an-estate-planning-attorney-draw-up-your-will/) - Some companies advertise for do it yourself wills, but it's best to speak with an experience Massachusetts estate planning lawyer who can help tailor a will. - [Haste Makes Waste: How to Earn a Higher Tax Refund](https://www.estateplanninginmassachusetts.com/haste-makes-waste-how-to-earn-a-higher-tax-refund/) - Massachusetts estate planning attorneys recommend getting the most out of your tax refund by claiming child care deductions as well as medical and elder care costs. - ["Decoupling": Not the Divorce Kind, the Estate Tax Kind](https://www.estateplanninginmassachusetts.com/massachusettsestatetaxdecoupling/) - During estate planning in Massachusetts there is a risk of additional taxes because they have decoupled their estate tax exemptions from the federal rules. - [Can Estate Planning Prevent Divorce?](https://www.estateplanninginmassachusetts.com/can-estate-planning-prevent-divorce/) - Massachusetts Elder Law Attorney Sheryl Dennis examines why older couples are getting divorced more than ever, and how estate planning might prevent it. - [Special Needs Trust: How To Create One](https://www.estateplanninginmassachusetts.com/specialneedstrustlawyer/) - Talk with a Massachusetts estate planning attorney if you're planning on making a special needs trust, as it can be a complicated process. - [Special Needs Trusts: The Basics](https://www.estateplanninginmassachusetts.com/specialneedstrusts/) - Special Needs Trusts protect your Medicaid benefits in Massachusetts. A special needs trust can be used to buy a house in Massachusetts. - [How Much of Your Money Goes to Running Your Charity of Choice?](https://www.estateplanninginmassachusetts.com/how-much-of-your-money-goes-to-running-your-charity-of-choice/) - Massachusetts Estate Planning Attorney, Sheryl Dennis looks into how much money you donate actually goes to the charity you donate to and how much is used to cover costs. - [Same Sex Couple’s Guide to Estate Planning](https://www.estateplanninginmassachusetts.com/same-sex-couples-guide-to-estate-planning/) - Massachusetts Estate Planning Attorney Sheryl Dennis examines the complex nature of Same Sex Marriage and Same Sex Divorce and Estate Planning, including wills, trusts and probate law. - [Punish the Prompt?](https://www.estateplanninginmassachusetts.com/punish-the-prompt/) - Massachusetts tax refunds are going to be delayed this year, as reported by the Wall Street Journal and here by Wellesley estate planning lawyer Sheryl Dennis of Fields and Dennis, LLP. - [Another Kind of Conversation](https://www.estateplanninginmassachusetts.com/another-kind-of-conversation/) - A discussion with your Massachusetts estate planning attorney can also be essential for a family’s peace of mind. For elderly parents it can mean baring their very assets, health, and lives to their adult children. - [No Contest Clauses (in terrorem clauses)](https://www.estateplanninginmassachusetts.com/no-contest-clauses-in-terrorem-clauses/) - [Portability Under the New Estate Tax Law](https://www.estateplanninginmassachusetts.com/portability-under-the-new-estate-tax-law/) - As many of you know, new tax legislation will be taking effect on January 1, 2011. Among other things, the new law raises the estate tax exemption to $5 million per individual and $10 million for a married couple. One provision that you may not be aware of is a new break for the surviving spouse. - [Plan to Pay more Estate Taxes and it Might Pay Off](https://www.estateplanninginmassachusetts.com/plan-to-pay-more-estate-taxes-and-it-might-pay-off/) - Estate Planning attorney's can help you understand the elimination of Massachusetts Estate taxes, a stepped-up basis, and inherited assets. - [Homestead Act Revised: Bill 2406](https://www.estateplanninginmassachusetts.com/homestead-act-revised-bill-2406/) - Fields and Dennis Massachusetts estate planning attorney Sheryl Dennis evaluates an article written for Massachusetts Lawyers Weekly about Senate Bill 2406 that revises the current Homestead Act, making protection automatic. - [The Estate Tax Conundrum](https://www.estateplanninginmassachusetts.com/massachusettsestatetaxlawyer/) - Federal Taxes were not imposed on estates in 2010 because of the Bush Tax Cuts. However, Congress might levy taxes on estates in 2011 under the Obama Administration. - [The Trust-Trustee Relationship](https://www.estateplanninginmassachusetts.com/professionaltrusteelawyer/) - The relationship between the Trustees can be complicated in Massachusetts Estate Planning. - [Wall Street Journal Small Business Q&A](https://www.estateplanninginmassachusetts.com/wall-street-journal-small-business-qa/) - A Wall Street Journal Question and Answer forum for small business inquires including business and estate succession. - [Estate Planning Advice for Seniors](https://www.estateplanninginmassachusetts.com/seniorwillsestateplanninglawyers/) - If you’re a senior in Massachusetts and you have yet to write your will, you should do so as soon as possible with the help of Fields and Dennis lawyers. - [The Importance of Having a Will](https://www.estateplanninginmassachusetts.com/wellesleyestateplanninglawyerwill/) - It’s important to remember that a will is the last statement that you will make on earth, and you should therefore make sure that it is carefully drafted. It helps to have a thoughtful and skilled attorney guide and assist you. - [Why create a trust that gives a Trustee Discretion?](https://www.estateplanninginmassachusetts.com/estateplanninglawyertrusteediscretion/) - Choosing a Trust in Massachusetts can be difficult and sometimes your estate planning attorney will recommend a discretionary trust. - [About Special Needs Trusts](https://www.estateplanninginmassachusetts.com/about-special-needs-trusts/) - Fields and Dennis LLP top rated law firm with practice groups concentrating in Family Law, Estate Planning Law and Real Estate Law. Fields and Dennis prides itself on creating innovative solutions to complex family issues like divorce and custody, and estate and trust planning. 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