Categories for Trusts and Estates

“The Big Sick” Offers Big Lessons About Health Care Proxies

April 17, 2018 11:38 am Published by

April 16 is National Healthcare Decision Day, kicking off a week of awareness for advanced health care planning. There’s no better time to execute a health care proxy, if you don’t yet have one. I’ve just followed my own advice and taken this important step. You can see the proof in the picture.

Why bother to have a health care proxy? Consider the case of Emily and Kumail in the popular 2017 film, The Big Sick, a comedy based on a true story, which includes a scene about a health care proxy that is anything but funny.

Emily, a graduate student played by Zoe Kazan, falls seriously ill while away from home, on the heels ...

How I Know That Florence Foster Jenkins Did Not Consult Her Estate Planning Attorney

March 23, 2018 3:28 pm Published by

A New York City socialite, heiress to a massive fortune, Florence Foster Jenkins blindly took a huge risk when she attempted to change her will—if the movie version of her story is to be believed. I’m a fan of Meryl Streep, who plays the title role; she’s a perfect mixture of beauty (those cheekbones!) and brains (degrees from Vassar and Yale).

My Amazon Prime Video account was suffering from neglect, so recently I got cozy and streamed the comedy-biography, Florence Foster Jenkins, for which Streep received an Oscar nomination.

Florence craves fame as a singer, but early in the film it becomes—well—loud and clear that her singing voice is music to nobody’s ears. Using her connections, ...

Attorney Nina T. Dow Joins Mountain Dearborn

February 16, 2018 3:44 pm Published by

Mountain, Dearborn & Whiting LLP is pleased to announce that Attorney Nina T. Dow has become associated with the law firm.

Nina earned her J.D. at Suffolk University Law School and an LL.M. in Taxation from Boston University School of Law. She earned her undergraduate degree from Emerson College. Prior to joining the firm, Nina was a solo practitioner. She is admitted to practice in Massachusetts and New Hampshire.

Nina’s practice will concentrate in estate and gift tax planning, the drafting of wills and trusts, probate and trust administration, and the preparation of federal and Massachusetts estate and fiduciary income tax returns. She may be reached at 508-756-2423 (office); 508-453-6276 (direct); or ndow@mountaindearborn.com. ...

I Won the Lottery! Now What?

February 28, 2017 5:32 pm Published by

It’s 11:00 p.m., and you’re watching the drawing for Powerball or Mega Millions. Or maybe it’s Friday night after work, and you’re scraping your weekly scratch ticket. You stare at the numbers in stunned disbelief, then in amazement. You’ve just won the grand prize!

After checking and rechecking the numbers, finally convincing yourself that you have, in fact, won, and calling family and friends who all promise to keep your big secret, you begin planning all the ways to spend your windfall: your dream vacation to Bali . . . that lakeside home in Vermont . . . the all-frills new car. You’ll update your wardrobe and install a custom walk-in closet to hold it all. You’ll buy season ...