Blog Articles

Serving Clients in Plymouth and Barnstable Counties

Protect assets Estate Planning

How Can I Protect Assets from Creditors?

Estate planning is not just about saving taxes, it is also about managing and protecting your assets against future creditors, both for you and for your beneficiaries.

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financial Estate Planning

Be Smart about a Financial Windfall or Inheritance

Windfalls can result from fortunate events, like lottery winning, and unfortunate events, like a legal settlement. Whatever the triggering event, a big injection of cash can certainly be a life-changing event in someone’s life.

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taxes Estate Planning

Take Advantage of Tax Laws Now

If you like the way the laws are today, you need to take advantage of them now, before they are changed tomorrow. In other words, use it or lose it.

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Estate planning divorce Estate Planning

What Does My Estate Plan Look Like after Divorce?

Some marriages end in noise and pain. Other marriages drift away quietly with the signing of documents and only a hint of acrimony.

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know about beneficiaries Estate Planning

What Should I Know about Beneficiaries?

Whenever you open a financial account, you’re almost always asked to name a beneficiary. Simply stated, a beneficiary of the account is someone who is entitled to the benefits of the account, typically, on the death of the account holder. If you’ve purchased life insurance, for example, you name a beneficiary, who receives the benefits of the policy when you pass.

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Beneficiaries Estate Planning

What Should I Know about Beneficiaries?

Whenever you open a financial account, you’re almost always asked to name a beneficiary. Simply stated, a beneficiary of the account is someone who is entitled to the benefits of the account, typically, on the death of the account holder. If you’ve purchased life insurance, for example, you name a beneficiary who receives the benefits of the policy when you pass.

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Children Estate Planning

How Do I Include Care for My Children in Estate Planning?

Parents should make sure they have arrangements in place for the care of their minor-aged children, when planning their estates…

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Family trust Estate Planning

What Do I Need to Know about a Family Trust?

A trust can be used to manage estate taxes, shelter assets from creditors and pass on wealth to future generations. A family trust is a specific type of trust that families can use to create a financial legacy for years to come. There are several benefits to creating one, although not every family necessarily needs one. If you’re curious about where this type of trust might fit into your family’s estate plan, here’s what you need to know.

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Start my estate plan Estate Planning

How Do I Start My Estate Plan?

Estate planning design and implementation is not only complex but can be highly emotional. Therefore, it’s important to have a basic understanding of the estate planning process, before approaching a professional.

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Give my kids the house now Estate Planning

Should I Give My Kids the House Now or Leave It to Them in My Estate Plan?

Adding an adult child to your house deed, or giving them the home outright, might seem like a smart thing to do. It usually isn’t.

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