If you are approaching the process of estate planning, you may have a wide range of questions. However, finding answers and making sure that you pinpoint the course of action that will protect your estate properly is vital. From trusts to wills, you may have various...
Helping People Age With Dignity And Peace Of Mind
Month: July 2017
Estate taxes and planning ahead
Whether you have a will or are thinking about setting up a trust, you may have many different types of estate-related considerations. However, you should definitely look into estate taxes if you have a high net worth, or think your financial situation may result in...
The cy-pres doctrine may allow changes to your charitable trust
When you have spent your life in Massachusetts carefully managing your assets and planning for the future, you want to know that your intentions are carried out after your death. Setting up a trust to support a charity or charitable purpose should ensure that your...
Retirement planning is more than just about money
To most people, estate planning is about planning for their financial futures. However, a comprehensive estate plan involves more than just putting money in a 401(k) or drafting a will. It encompasses all of the things needed to help a person enjoy their retirement....
Your spouse may not be a beneficiary of your premarital will
Modifying your will after major life changes is the best way to make sure your Massachusetts estate is distributed according to your wishes. However, if you have married since you wrote the will and you did not make updates, your spouse may still receive a portion of...