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December 2017 Archives

Leaving instructions in wills for beneficiaries

By now, most people across the country, including Massachusetts, have heard about the passing of the famous playboy Hugh Hefner. While many may not have agreed with his lavish and somewhat scandalous lifestyle, some individuals may be surprised to find themselves agreeing with the stipulations left in his will. Many people may be unaware of what stipulations or instructions can be included in their wills.

Taking advantage of the new year to do some estate planning

Another year has come and gone. As one year ends and another begins, many Massachusetts residents may think about what they want to accomplish in the new year. Some may want to lose weight, some may want to quit smoking, while others are determined to finally take that road trip they've been planning to go on for years. What about estate planning? Creating an estate plan could be a productive way to start the year. 

Understand revocable trusts and what they can do for you

Trusts are an important tool for estate planning. Understanding how to use these trusts is important because any mistake that is made with a trust could be a very costly error. It is imperative that you think carefully about the type of trust that you are setting up. This includes thinking about the purpose of the trust and your goals.

Your parent's powers of attorney

It isn't unusual for adult children to become confused or overwhelmed when they are faced with the possibility of taking over one or both parent's finances. Some Massachusetts residents may not be prepared for this possibility. Assigning a trusted individual with powers of attorney can help to solve many problems before they start.

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