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August 2017 Archives

How a wealth advisor can oversee the distribution of assets

For those Massachusetts families who have been fortunate enough to amass significant wealth, managing that wealth can seem like a full-time job. In fact, many wealthy families hire the services of multiple financial professionals to handle money matters. When it comes to estate planning, it may make sense to hire a wealth advisor who is specifically tasked with creating a plan for the distribution of assets.

Estate planning applies to lifetime as well as after-death needs

There are several legal instruments that the Massachusetts estates attorney will consider when evaluating an individual or married couple for planning purposes. These documents go beyond simple wills when one is charting a full estate plan. The fact is that estate planning does not just prepare for what happens after one dies. It also has a lot to do with taking care of the person's needs while still alive.

Massachusetts residents may consider revocable trust options

The idea of estate planning may have some Massachusetts residents feeling wary, but other individuals may be excited about the prospect. By creating a plan, parties can decide who should receive which assets and ensure that their other wishes are also known. Of course, individuals have various planning options to consider, and one tool that may seem appealing is a revocable trust.

Need for guardianships may befall some Massachusetts residents

Many Massachusetts residents likely pride themselves on being independent and making their own decisions for their lives. While this ability is often cherished, it is not always one that individuals are able to maintain for the entirety of their lives. In many cases, elderly individuals or other adults become incapacitated, and guardianships become needed in order for decisions to be made.

Top reasons you should create a trust

Many people think that once they create a will, they have done everything they need in order to ensure their legacy passes on according to their wishes. Unfortunately, a will may not protect your final wishes as much as you would like. In order to protect the wealth you have built for the next generation, it is time to consider creating a trust.

Health care planning may concern the wealthy in Massachusetts

Getting to retirement age is often a time that many older individuals look forward to. However, some parties may feel concerned when it comes to the amount of money in their retirement accounts and other savings and what may happen if they face health-related concerns. In fact, even parties with a considerable amount of money saved for retirement feel insecure about their health care planning and the ability to meet their health-related needs.

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