Sep
15

Understanding the Nuts and Bolts of Wills

Do you need a legal will? Yes! A will allows you to determine who will receive your assets at your death and when they will receive it. For example, your will can give assets directly to specified recipients or direct your assets to a trust until the beneficiaries of that trust reach a specified age.… Continue reading »

Jun
21

Estate Planning and Considerations for Adoptive Families

In April, Arlene Kasarjian presented the “Estate Planning for Adoptive Families” workshop at the annual conference of the Adoption Community of New England, Inc. (ACONE). ACONE is a Massachusetts-based organization that provides information, advocacy and support for all those touched by adoption. Everyone needs an estate plan, regardless of age, marital status and financial status… Continue reading »

Feb
03

10 Things Estate Planning Can Do for You

1. Provide for your immediate family. 2. Provide for other relatives who need help and guidance. 3. Get your property to beneficiaries quickly. 4. Plan for incapacity. 5. Minimize expenses. 6. Choose executors/trustees for your estate. 7. Ease the strain on your family. 8. Help a favorite cause. 9. Reduce taxes on your estate. 10.… Continue reading »

» Newer posts