Jill M. Santiago Law Offices

Estate Planning Attorney in Rhode Island & Massachusetts

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Should I Transfer My House To My Child While I Am Still Alive?

November 4, 2024 by Jill Santiago

When creating an estate plan, many clients ask whether transferring their property to their children while they’re still alive is a smart decision. The answer is “it depends.” Making this transfer can have lasting impacts—both positive and negative—on family dynamics, finances, and estate planning. So, without further ado, let’s dive into the pros and cons […]

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

How Can I Split Assets Among My Children In My Estate Plan So They Don’t Fight?

September 23, 2024 by Jill Santiago

Nobody likes to think about what will happen after they’re gone, but planning ahead can save your family a lot of heartache. One of the biggest concerns for parents is making sure their children don’t end up fighting over inheritance. Money and possessions can bring out strong emotions, and even the closest siblings can find […]

Filed Under: Family in Estate Planning

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

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

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

Wills vs. Trusts: Understanding the Differences and Choosing Wisely

September 15, 2023 by Jill Santiago

When it comes to estate planning, two common tools often come to mind: wills and trusts. But how do you know which you need? Both provide for distribution of your property after your death. However, wills and trusts operate differently and come with distinct advantages and disadvantages. Here, we’ll compare and contrast wills and trusts […]

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

So You’ve Been Named The Trustee Of A Trust, Now What?

August 3, 2023 by Jill Santiago

So, you have been named as a trustee of a trust, and this comes with “powers.” What exactly does that entail? In this blog post, I will review the basics of the role of a trustee. What are Trustee Powers? The powers of a trustee of a trust can vary depending on the specific terms […]

Filed Under: Family in Estate Planning

Should I Update My Estate Plan When I Start My Own Business?

August 3, 2023 by Jill Santiago

Starting a business can have significant implications for your estate plan, as it will likely affect your assets and liabilities, and potentially impact your family’s financial security in the future. Here are a few ways that starting a business could affect your estate plan: 1. Reassess your assets: Starting a business may change your financial […]

Filed Under: Family in Estate Planning

What Will Happen To My Pet When I Die? Pet Trusts In Rhode Island

August 3, 2023 by Jill Santiago

Today’s financial and estate planning tools give us lots of options when it comes to looking after our human loved ones postmortem, such as life insurance, wills, trusts, holding property jointly, etc. But what about our other loved ones—our pets? Introducing the Pet Trust! What is a pet trust? A pet trust is a legal […]

Filed Under: Family in Estate Planning

5 Ways Estate Planning Is More Than Just A Will

August 2, 2023 by Jill Santiago

Estate planning involves the creation of legal documents that provide for the disposition of your estate when you pass away or become incapacitated. Your estate includes all of your possessions—your real estate, automobiles, bank accounts, investments, life insurance and personal belongings. Having an estate plan gives you control over how your affairs are arranged. You […]

Filed Under: Family in Estate Planning

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