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Posts tagged "estate plan"

Estate planning can reduce your loss to estate taxes

One of the most commonly overlooked aspects of estate planning is the impact of estate taxes. Most people with sizable assets understand how critical a last will and estate plan are. Failing to create them during your healthy, younger years could result in the government seizing your estate after you die.

Retirement planning should not neglect the probate process

Many Massachusetts residents look forward to retirement and make sure that they plan for it. However, they fail to plan for what comes after retirement -- the probate process. Moreover, retirement plans could be interrupted by an illness or accident. Failing to plan for either of these possibilities could lead to other problems in the future.

Retirement planning should not neglect the probate process

Many Massachusetts residents look forward to retirement and make sure that they plan for it. However, they fail to plan for what comes after retirement -- the probate process. Moreover, retirement plans could be interrupted by an illness or accident. Failing to plan for either of these possibilities could lead to other problems in the future.

Careful financial inventory can help with estate administration

Careful planning when one is of sound mind and body can help to ensure that one's desires and intentions are properly carried out upon one's death. Organization of one's finances and assets ahead of time also benefits a person who becomes mentally or physically incapacitated and no longer able to govern his or her own estate. A professor of finance from a university outside of Massachusetts published a recent article about the benefits of taking a financial inventory for the purpose of future estate administration.

Careful financial inventory can help with estate administration

Careful planning when one is of sound mind and body can help to ensure that one's desires and intentions are properly carried out upon one's death. Organization of one's finances and assets ahead of time also benefits a person who becomes mentally or physically incapacitated and no longer able to govern his or her own estate. A professor of finance from a university outside of Massachusetts published a recent article about the benefits of taking a financial inventory for the purpose of future estate administration.

Estate administration may be too much for some family members

An estate plan is designed to take care of the family members left behind after a Massachusetts resident passes away. Ordinarily, the documents are set up to make estate administration easier and less time-consuming for his or her loved ones. However, dealing with the particulars of how everything will happen is too much for some loved ones. In that case, it will not matter how well an estate plan is crafted.

Estate administration may be too much for some family members

An estate plan is designed to take care of the family members left behind after a Massachusetts resident passes away. Ordinarily, the documents are set up to make estate administration easier and less time-consuming for his or her loved ones. However, dealing with the particulars of how everything will happen is too much for some loved ones. In that case, it will not matter how well an estate plan is crafted.

Dividing assets among children can be problematic

Most Massachusetts parents want to ensure that their children are cared for after they are gone. The question is how to divide their assets among the children in a way that will give each of them the most benefit. Every child is different, and simply dividing the assets up equally may not be the best solution.

Dividing assets among children can be problematic

Most Massachusetts parents want to ensure that their children are cared for after they are gone. The question is how to divide their assets among the children in a way that will give each of them the most benefit. Every child is different, and simply dividing the assets up equally may not be the best solution.

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