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By Kathleen M. McCormick, Esq., McCormick, Murtagh & Marcus


Choosing someone to take care of your children in the event something happens to you and your spouse is an important decision. However, it is only the first step. Discussing with the potential guardians your wishes on how they should serve is just as important.


First- Ask the prospective guardian if they would be willing to serve. They may have already committed to others or have other circumstances, i.e. health concerns, that make accepting this role difficult.


Second- discuss the financial planning or arrangements that you have put in place for the care and maintenance of your children. This includes sharing with the potential guardian who you have named as the trustee of your children’s assets.


Third- provide the prospective guardian a list of family members and discuss your wishes regarding maintaining family relationships, i.e. which relative you would like to be involved in your children’s lives and which ones you feel strongly should not be involved (if applicable).


Fourth- provide the prospective guardian with key information including child’s medical information, family medical history,


,educational information, and where to find any of this key information in case of a tragedy.


Finally, you should make sure the prospective guardians are familiar with your children, their habits, routines and activities to make the difficult transition to life with the guardians as easy as possible for both the children and the guardians.


Once you have made the important decision of who should serve as the guardian for your children, you need to complete a basic estate plan to ensure your wishes become reality. In this plan, you will also have the ability to financially plan for the care and maintenance of your children, as well as choose a trustee to manage your minor’s assets and administer the plan for your children’s benefit.


If you have minor children and have not completed a basic estate plan, call McCormick, Murtagh & Marcus to discuss what estate planning documents are needed to ensure your children are taken care of after you are gone.


kmccormick@mccormicklegal.com


Great Barrington, MA 01230-0730 Telephone: (413) 528-0630 Fax: (413) 528-5287


McCormick, Murtagh & Marcus William Cullen Bryant House 390 Main Street, Suite 2


Hanna-Barbera: The Architects of Saturday Morning


NOW - FEBRUARY 28


Norman Rockwell Museum 9 Route 183, Stockbridge


The Science of Color Berkshire Museum, The 39 South Street, Pittsfield


NOW - FEBRUARY 28 Tell Me More &


Improvers’ Line Dance Class 2 Flights Up


FEBRUARY 8


399 1/2 Main Street, Dalton $8pp. 5:30pm – 9pm.


Please bring a yoga mat if you have one. $40 for all four classes ($30 members). Drop-in rate per class: $12 ($8 members). 11am – 12pm.


225 South Street, Williamstown


Loving Kindess Meditation Clark Art Institute


FEBRUARY 9


105 Weatogue Road, Ashley Falls Members $5; Nonmembers $10. 7pm – 9pm.


Full Moon Hot Toddy Hike Bartholomew’s Cobble


FEBRUARY 10


Berkshire Musician’s Tribute to John Lennon Berkshire Theatre Group


FEBRUARY 11 111 South Street, Pittsfield 7pm Peggy’s Tax Service


Over 40 Years Experience Small Business


Personal Tax Preparation Confidential • Reasonable Rates


Authorized IRS & MA Electronic File Provider


Call for appointment 24


17 Goose Pond Road, Lee, Massachusetts Berkshires’ Best Buys, Business & Beyond • February 7-20, 2017


413-243-0455


87 Marshall Street, North Adams Tickets: $12-$30.00. 8pm.


FEBRUARY 11 So Percussion MASS MoCA


$10 gen.; $8 Mount mem. 2pm – 3pm. FEBRUARY 14


It Ended Badly: Breakups in History The Mount, Edith Wharton’s Home 2 Plunkett Street, Lenox


FEBRUARY 12


Valentine’s Celebration Blantyre 16 Blantyre Road, Lenox


3-course dinner starting at $99 per person* (*plus 18% household fee and 7% tax) along with a special Valentine’s offer of room rates starting at $250 per room (plus tax).


Laugh Lounge: Myq Kaplan Berkshire Theatre Group


FEBRUARY 16


111 South Street, Pittsfield Tickets: $5. 7:30pm.


The 6th Annual 10×10 New Play Festival Barrington Stage Company 30 Union Street, Pittsfield St. Germain Stage. 7:30pm.


FEBRUARY 16-17


Close Encounters With Music St. James Place at 352 Main St, Great Barrington 6pm


FEBRUARY 18 The Intimate Bach


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