When it comes to their estate plan, some people only think about their will. It’s true that a will is a key component of your estate plan. Just because you have a will in place doesn’t mean that your estate plan is complete. There are a number of considerations that are forgotten about when people …
“Wealth doesn’t come with a handbook.” So says a multimillionaire business principal who, like many similarly wealthy individuals, duly stresses about the future of his children. Although that concern might seem a bit misplaced — even incongruous — for well-heeled business tycoons and families in Massachusetts and across the country, it is decidedly the case …
Focus: estate planning for truly high-asset families Read More »
It’s laudable, of course, if you have already expended the necessary time, effort and well-considered thought necessary to craft a soundly tailored and forward-thinking estate plan to provide for your family, lawfully avoid taxes, fund your favorite charity, establish a personal legacy and so forth. Undoubtedly, you felt a sense of accomplishment and relief in …
Like other important things, estate plan needs periodic updating Read More »
Some individuals in Massachusetts and elsewhere across the country likely feel sometimes as though they are standing outside a bubble denoted “estate planning and administration” and contemplating others within it who are timely and rationally taking care of business in that important realm while they are not. Indeed, that feeling of uncertainty and — for …
No heirs or living spouse: still a need for sound estate planning Read More »
Flatly unlike any number of other individuals and business entities that provide clients with important information and represent them in key areas of life involving families, finances, health and other considerations, estate planning attorneys are held to unquestionably high standards. That is, they can suffer personally adverse consequences if the performance they deliver is deemed …
Regulating financial services: estate lawyers and new proposals Read More »
Paradoxically, it might be conducive to any discussion focused on the parameters of estate planning — most centrally what it chiefly entails — to cite immediately what it is not. And that is this: a narrow area of the law in Massachusetts and nationally that deals almost exclusively with the protection of amassed wealth for …
The broad universe of estate planning: What does it entail? Read More »
If you have estate planning needs, chances are that you have searched online for a lawyer or have been given referrals from friends or colleagues. You are wise to be doing your research and asking around. You need to find the best lawyer possible to help protect what you have built and the people you …
Three questions to ask an estate planning lawyer Read More »
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