What is a Medallion Signature Guarantee? Medallion Signature Guarantees are generally required when you’re transferring any type of security. For example, stocks, bonds, mutual funds, and some annuities. A Medallion Signature Guarantee is a special stamp and signature combination that…
Add Estate Planning To Your List of Resolutions This Year The New Year means tax season is beginning. Here in Dartmouth, Massachusetts, like every other part of the country, we begin collecting our tax forms and looking for all possible…
“Estate Planning” Isn’t Just for the Rich and Famous. It’s for Everyone. My wife, Nancy, and I were at a favorite ‘watering hole’ here in Dartmouth, Massachusetts, recently and we started a conversation with some great people sitting next to…
Living Together: 3 Life Events Most Couples Aren’t Prepared For More couples are living together than ever before. Most, though, aren’t prepared for when tragedy or unexpected issues happen. In this post, Dartmouth, Massachusetts attorney, Andrew Garcia, reveals the 3…
5 Massachusetts Estate Planning Dos and Don’ts Attorney Andrew Garcia of SouthCoast Estate Planning offers 5 quick do’s and don’ts when it comes to your Massachusetts estate planing. Don’t name your minor kids as beneficiaries on your insurance policy. If…
Living Together: 3 Reasons to Do Your Estate Plan in 2016 Massachusetts doesn’t recognize common law marriage no matter how long a couple has lived together. Since common law marriage isn’t recognized, there are no laws that require that property…
The Importance of the “Story” Behind Life’s “Little Treasures” One of the purposes of writing your will or a living trust is to direct how your property is passed on and to whom. What I’ve found over the years, though,…
I’m in a Second Marriage. Is Estate Planning Really All That Important? Simple answer: it’s probably MORE important now in your second marriage than it was in your first. In most second marriages, each spouse comes into the new relationship with…
How Do We Define the “New American Family?” Not long ago, the traditional American family typically consisted of a husband, a wife and two to three kids (think “Leave it to Beaver”). But, the growing incidence of separation, divorce, remarriage…
Mega Millions Lottery Fever – What Would You Do If You Won the Jackpot??? The Mega Millions jackpot has reached a record high and millions are playing with the hopes of winning the lottery of a lifetime. But, what would…