Estate Planning

North Shore estate lawyer

Navigating HSA Inheritance: Essential Insights from a North Shore Estate Lawyer

Estate Planning / By

When it comes to estate planning, understanding the nuances of various financial instruments is key. This is particularly true for Health Savings Accounts (HSAs), which can play a significant role in your financial legacy. Whether you’re planning to pass down an HSA or have recently inherited one, it’s important to know the rules and implications. …

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Andover special needs lawyer

Securing Your Child’s Future: The Benefits of a First-Party Special Needs Trust

Estate Planning / By

As a parent, ensuring the long-term well-being of your child, especially if they have special needs, is paramount. If your minor child is receiving a settlement due to a lawsuit and will require care throughout their life, it’s crucial to manage these funds wisely. One effective solution is establishing a first-party special needs trust, a …

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Andover will lawyer

Andover Will Lawyer on Estate Rights in Blended Families: Understanding Your Stepchild’s Inheritance

Estate Planning / By

In the intricate dynamics of blended families, one common and crucial question arises: what inheritance rights does a child from a previous marriage have? This is especially important when planning for the future and ensuring fairness for all family members. If you’re in a blended family with stepchildren, understanding these legal intricacies is essential. Legal …

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Understanding the Personal Representative’s Role in the Massachusetts Probate Process

Estate Planning / By

Probate in Massachusetts involves a detailed and meticulous process, with the personal representative, previously known as the executor, playing a pivotal role in overseeing the deceased person’s estate. Let’s delve deeper into the responsibilities and considerations specific to Massachusetts probate law. Personal Representative’s Defined Role in Massachusetts: The personal representative is tasked with marshalling the …

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Charitable Giving in Your Estate: A Guide

Estate Planning / By

Integrating charitable giving within estate planning is a great way to extend your philanthropic values beyond your lifetime, establishing a legacy of generosity and support towards causes that are important to you. It allows for robust engagement with a wide spectrum of charitable endeavours while potentially furnishing financial advantages to your estate and heirs. Situated …

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Why you shouldn’t used canned estate planning documents

Blog, Estate Planning / By

If you haven’t established an estate plan yet, chances are you’ve heard from friends, family, and your local Estate Planning Attorney to begin the process. Once you acknowledge the importance of having a plan, it may seem like resorting to readily available “Do-It-Yourself” forms found online would be a convenient fix. While we love rolling …

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Would there ever be a reason to create more than one trust?

Would there ever be a reason to create more than one trust?

Blog, Estate Planning, Trusts / By

Should you consider creating more than one trust? Individuals and families in Massachusetts and nationally that are thoughtfully focused upon estate planning often have numerous questions regarding trusts. These are important questions with many different answers, all depending on a person or family’s unique situation. There are many types of trusts, with the instrument collectively …

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What Are Your Options for Special Needs Estate Planning in Massachusetts?

What Are Your Options for Special Needs Estate Planning in Massachusetts?

Blog, Estate Planning / By

Disabilities affect families at all income levels. A child could be born with a disability or could have developed one due to an accident. It can be challenging to advocate for your child with special needs to protect their welfare and happiness. Assembling a team of professionals with the expertise to address all your child’s …

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Estate Planning Attorney in Andover, MA 01810 | Elder Law Lawyer

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When you need assistance with estate planning and elder law issues, turn to the Law Offices of Kimberly Butler Rainen. To schedule a free initial consultation with a lawyer, call (978) 409-1928 or contact us online.
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