Trying to decide which estate planning tools will work best for your estate can be difficult. Numerous options exist, and you may wonder whether some could even apply to your particular circumstances. True, not everyone needs to utilize every planning tool available,...
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Are you hoping to stay home as you age?
You love your home. It is where you made many memories with your spouse and children. You look around at the furniture, decorations, photographs on the wall and trinkets sitting around, and you feel comfortable and safe.If it is your hope to remain in your home as...
4 steps to keep your assets in the family
If you have high-value assets, you may be concerned about what will happen to them upon your death. Most people want to pass on their hard work and good fortune to their loved ones. Here are four steps that position your assets, so they may be passed down to your...
What are your green funeral options in Massachusetts?
Massachusetts is one of the most green-funeral-friendly states in the nation. If you would like to lower the environmental impact of your funeral, a green funeral could be right for you. What is a green burial?Other than cremation, many eco-friendly funeral...
How to include an art collection in an estate plan
Many adults visit art museums around the world and appreciate the beauty that artists offer through their work. However, very few people see the real value art can provide to society - and possibly your bank account.Art collectors often study and closely follow...
Massachusetts estate taxes: Frequently asked questions
One of your main goals when planning out your estate is to ensure that as much of the estate goes to your heirs as possible. You saved that money for them. You accumulated those assets to make their lives better. You do not want to make a critical mistake near the end...
2 types of life insurance policies
A life insurance policy could be a major part of your estate plan. It's a significant asset, a way for you to provide for your family long after you pass away. It can give them some safety and security.There are many types of policies, and it's important to choose the...
Who manages an educational trust?
You have significant assets that you want to leave to your heirs, but you know that everyone in your family is not as prudent about how they spend their money as you are. You worry that they will spend it on things you would never approve of and otherwise waste the...
Track testamentary capacity to protect an estate plan
Estate plans are an important part of an elder's life. They can say many things, from what happens to their assets to how they will be treated in the case that a life-threatening situation emerges. It is not always easy for families to discuss estate plans, but it is...
Questions about a college trust fund
You had your first child, and so you decided it was time to do your estate planning. After all, though you hope you will not need it for decades, you never know. You have seen the statistics and news reports about car accidents -- you understand the very real threat...