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September 2014 Archives

The first order of business in estate planning

Many Massachusetts residents think about what will happen to their assets when they pass away.  However, it is just as important to think about how those assets will serve a person while he or she is still alive.  This is why the first order of business in estate planning is to determine just what an individual's estate is worth.

Joan Rivers' death is an example of successful estate planning

It may not surprise some Massachusetts residents that Joan Rivers knew for some time that her life was coming to an end. In anticipation of that fact, she engaged in estate planning that not only provided for her daughter and grandson, but also for herself. By executing an advance directive, Rivers' daughter was able to let her go in accordance with her wishes. 

Boston parents of minor children should consider wills

When a Boston couple has young children, they may feel as though they have their whole lives ahead of them. Unfortunately, accidents, illnesses and natural disasters can occur at any time without any warning. If something were to happen to the parents of minor children, what would happen to the children? That is why wills are important.

Do you need a revocable trust or irrevocable trust?

Trusts are created to hold property and provide for beneficiaries in accordance with the terms set forth therein. Massachusetts residents who choose to use trusts do so for many reasons such as avoiding probate, estate taxes or the reach of creditors. If estate taxes and creditors are not a primary issue, then using a revocable trust or irrevocable trust can help avoid probate.

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