You're thinking of drafting an incentive-based trust. You've even taken the wise step of talking it over with your heirs -- a son and a daughter -- in advance. You know that having the conversation early often staves off disputes and disagreements in the future.The...
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Local : 617-379-0022
Toll Free : 866-591-4451
Month: August 2017
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...
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...
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...
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,...
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...
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...