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Fegreus & Broderick

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Author: Michael Broderick

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Earlier Posts
Later Posts

Avoid the DIY Estate Plan

The cautionary tale of Roth v. Newpol

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Estate Taxes: The Marital Deduction

The Basics of Transfers Between Spouses

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A Mother’s Power of Appointment

What your mother giveth your mother may taketh away. 

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Testamentary Capacity

A primer on the mental status required to execute a Will and how to prepare to avoid a Will contest. 

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Special Needs Trust Update

The Importance of "the Individual."

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Massachusetts Power of Attorney

Not Powerless

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Recent MassHealth Planning Cases

Two recent cases illustrate how assets held in an irrevocable trust may render an applicant ineligible for MassHealth

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Prince Apparently Left No Will or Plan

The Consequences and Next Steps for the Iconic Artist's Estate

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Probate v. Non-Probate Assets and Probate Avoidance

What do we mean when we talk about the "estate"?

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Digital Asset Planning

Protecting your online identity and legacy.

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Fegreus & Broderick, LLP

21 Custom House Street, Suite 480
Boston, Massachusetts 02110
t: (617) 737-9100 | f: (617) 737-9123
info@fegreuslaw.com

Estate planning is more than delivering documents Estate planning is more than delivering documents it’s about building relationships that support you throughout the process.

No question is too small. In this field, even minor details can have a significant impact.

Fegreus & Broderick, LLP is always available to provide guidance, answer questions, and help you move forward with confidence.
Not everyone has to accept inherited property. A Not everyone has to accept inherited property.

A beneficiary can choose to “disclaim” all or part of their inheritance for financial, tax, or personal reasons but strict rules and deadlines apply. Improper disclaimers can have tax consequences, and the property will pass according to the estate plan, not the beneficiary’s preference.

Fegreus & Broderick, LLP can guide beneficiaries through the disclaimer process to ensure it’s done correctly and in compliance with the law.
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