Estate Planning Q&A

Why Does Estate Planning Matter to Your Clients?

Posted by Robert L. Arone In 2008, Congress recognized the need for the public to understand the importance and benefits of estate planning by passing House Resolution 1499, which designated the third week of October as National Estate Planning Awareness Week. Nevertheless, according to a 2019 survey carried out by, 57% of adults in the United States have not prepared any estate planning documents such as a will or trust despite the fact that 76% viewed them as important. Many of the respondents said this was due to procrastination, but many others mistakenly believed that it was not necessary because they did not have many assets. Estate Planning Awareness Week is a great reminder of the need to explain what estate planning is to your clients and why it is crucial for them not to delay putting an estate plan in place, regardless of the size of their estate. What

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My Dad turns 80 next month and his driver’s license is up for renewal.

MyOur family is hoping the RMV doesn’t renew my 80 year old father’s drivers license because we think his driving is dangerous, but he insists on driving. What can we do? In the United States, getting one’s driver’s license is a rite of passage. Access to a car or other vehicle allows great freedom and independence: to go where we wish, do what we wish, and do it on our own schedules. Understandably, when we, or our elderly dependents, are told we can no longer drive, there will be a good deal of resistance and a tough pill to swallow. In Massachusetts, there is not an age at which a driver’s license is automatically revoked. However, beginning at age seventy-five, drivers must renew their license in-person at the Registry of Motor Vehicles [RMV] rather than online. At the RMV, such a driver will have to undergo a vision test, or

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