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May 2013 Archives

Why young families should have an estate plan in place

Getting married and starting a family is something that many people in Massachusetts plan to do. Often times, people may end up having rather specific plans in place related to the age at which they get married, when they want to start having children, how many children they will have and where they will live as a family. Some of these plans work out while others do not, but having a plan in the first place can be a good step.

What does Warren Buffett's will look like?

People are used to getting business advice and investment tips from leaders in the financial world. We hear about habits or trends that are beneficial for a person to adopt or common mistakes to avoid. But one topic that may be overlooked is what steps these business leaders take to protect and control their own assets when they are no longer able to do so themselves. 

3 areas to consider before setting up a trust

Every person manages their finances and economic goals differently. What may be an important expense to one person may have no effect on someone else with similar assets and wealth. Protecting an individual's goals and assets is one of the most crucial things that a person can do, but what happens to all of it after a person passes away?

Is conservatorship appropriate for troubled actress Amanda Bynes?

When a person comes into a substantial amount of wealth, there is no guarantee that he or she will be able to manage the assets very well on his or her own. Many people, especially those who are young, struggle with the sudden influx of money and cannot cope with the responsibility. In many cases, families can have an estate plan in place that assigns a guardian or conservator to protect the assets and wellbeing of a minor child or incapacitated adult.