A trust is an often-underutilized estate planning tool that allows for clear and specific stipulations regarding the handling of a Massachusetts individual's estate and asset distribution, while often minimizing taxes and administrative expenses. With terms like...
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Toll Free : 866-591-4451
Trusts
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...
If used correctly, a revocable trust could help avoid probate
Choosing to utilize planning tools other than wills commonly occur during individuals' estate planning. For many Massachusetts residents, a revocable trust could come in handy if they hope to avoid probate or allow certain assets more protection. However, while this...
Massachusetts parents may be interested in a special needs trust
Having a child with special needs can add a different element to an individual's life. Therefore, when considering end-of-life plans, Massachusetts residents may wish to consider adding additional elements to their estate plans. A special needs trust could be one...
Revocable trust, other options may be of use in Massachuestts
Asset protection is often important to many Massachusetts residents. Because they likely have worked long and hard to obtain their property, money and other assets, it is common for concerns to arise when it comes to the distribution of that property after death....
Estate planning as a retiree: Consider each type of trust
Have you finally decided to hang up your work boots once and for all? If so, you know that your life is going to change in many ways. In particular, your financial situation will never be the same.As a retiree, there will come a time when you want to review your...
Does it make sense to consider a trust?
As you age, it only makes sense to pay close attention to your estate plan.Do you like the decisions you made in the past? Do you need to alter your plan in some way? Is there something you could modify to improve your estate plan, both for you and your loved ones?...
Revocable or irrevocable trust — which is right for me?
When planning one's estate, there are numerous things to consider -- such as how assets and beneficiaries would best be protected, for instance. Unfortunately, many Massachusetts residents may not know all of the available options open to them that will allow them to...
A special needs trust can help put parents’ minds at ease
Many Massachusetts parents devote their lives to taking care of their children -- especially children with special needs. These children often require care even after they become adults, and additional estate planning will most likely be required in order to help...
Powers of attorney are essential parts of estate planning
Most Massachusetts residents focus on what will happen after their deaths when creating estate plans. However, it is just as important, if not more so in some cases, to plan for what will happen in the event that they are not able to care for themselves at some point....