Jill M. Santiago Law Offices

Estate Planning Attorney in Rhode Island & Massachusetts

401-307-5556
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Who Are The 5 Actors (Roles) In A Living Trust?  And Why They’re Important to Understand Before Sitting Down With Your Estate Planning Attorney

July 22, 2024 by Jill Santiago

Imagine a living trust as a well-directed play, with each person involved acting a crucial role to ensure everything runs smoothly. As an estate planning attorney, I often find that explaining these roles as “actors” in a play helps clients understand their responsibilities and importance. Let’s meet the main actors in your living trust production. […]

Filed Under: estate planning wills and trusts

What To Do If You Suspect A Trustee Is Being Dishonest?

July 8, 2024 by Jill Santiago

A living trust is a common estate planning tool. When creating your trust, one of the most important choices you’ll make is who will serve as your trustee. In most cases, at the time you create your living trust, you will be your own trustee for as long as you are living and competent. But […]

Filed Under: estate planning wills and trusts, Trustee

Creating a Comprehensive Estate Plan as a Rhode Island-Florida Snowbird 

June 17, 2024 by Jill Santiago

Let’s face it. New England winters are harsh! As the chill of winter sets in, many Rhode Islanders migrate to warmer climates, spending the warm months up north, and the cold ones down south. We refer to them as “Snowbirds.” A Snowbird is somebody who leaves their colder, full-time residence to stay out the winter […]

Filed Under: estate planning wills and trusts, Snowbirds

MA vs. RI: Is My Estate Plan Valid In All States?

May 13, 2024 by Jill Santiago

People move around a lot these days. I am often asked about whether an estate plan created in a different state will still work after a move, or if an estate plan applies to property owned in another state. The answer is–it depends! First and foremost, a will or trust that is validly drafted in […]

Filed Under: estate planning wills and trusts, Family in Estate Planning

How NOT To Plan For Your Death (Shortcuts + Pitfalls in Estate Planning)

April 15, 2024 by Jill Santiago

When creating an estate plan, it is not uncommon for people to overlook important details or resort to shortcuts that lead to complications down the road. Over the years I have become familiar with the many shortcuts people take in their estate planning and the many pitfalls of inadequate planning. If you’re making an effort […]

Filed Under: estate planning wills and trusts, Satire

How Often Should You Update Your Estate Plan in Rhode Island?

April 1, 2024 by Jill Santiago

After creating an estate plan – whether a will or a trust – clients often ask, “When should I update my estate plan?” The simple answer is–whenever necessary! Three things in life are certain: death, taxes and change.  In this post, I will focus on change. There are numerous occasions that would necessitate updating your […]

Filed Under: estate planning wills and trusts

Online Estate Plan vs. Working With An Experienced Attorney: Which is Best?

March 18, 2024 by Jill Santiago

In today’s digital age, convenience is king. With just a few clicks, you can order groceries, book travel, and yes, even create an estate plan online. While the allure of do-it-yourself solutions may seem tempting, there’s one crucial aspect that online services lack – personalized expertise. In this blog post, we’ll delve into the benefits […]

Filed Under: estate planning wills and trusts

Do I Really Need A Living Trust? Rhode Island Residents

January 8, 2024 by Jill Santiago

“Do I have enough wealth to justify setting up a trust?” This is a common question. Many people (attorneys included) are under the impression there is some magical dollar amount of wealth one must attain before a Living Trust makes sense. Simple answer, is that no such magical amount exists. Estate planning is about your […]

Filed Under: estate planning wills and trusts, Family in Estate Planning

Revocable Trusts vs. Irrevocable Trusts: What’s the difference in Rhode Island?

November 22, 2023 by Jill Santiago

Trusts are essential tools for managing your assets and ensuring your wishes are carried out efficiently. However, not all trusts are the same, and whether you need a trust (if you are reading this you probably do) and what type of trust you need depends on your circumstances and your goals. So, without further ado, […]

Filed Under: estate planning wills and trusts

Understanding Special Needs Trusts in Rhode Island

October 9, 2023 by Jill Santiago

Caring for a loved one with special needs involves unique challenges, including financial planning for their future well-being. Special Needs Trusts, sometimes referred to as Supplemental Needs Trusts,  are powerful tools designed to provide for individuals with special needs while preserving their eligibility for government assistance programs. What is a Special Needs Trust? A Special […]

Filed Under: estate planning wills and trusts, Family in Estate Planning

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