Inheritance

Serving Clients in Plymouth and Barnstable Counties

husband and wife Estate Planning

Should a Husband and Wife have Separate Trusts?

In situations where both spouses want the surviving spouse to inherit all the assets, which is often the case, a joint trust can be far less complicated to set up and maintain than separate trusts, with less headaches for the surviving spouse.

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Gifting Estate Planning

Incorporating Gifting with an Estate Plan

Gifting sounds pretty simple, but there are many ways to do it. There are also several tax ramifications to be aware of.

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Home taxes Estate Planning

Can I Bequeath My Home to My Children without Taxes?

You would like to pass a house tax-free to your heirs. After all, you want to give them a gift, not the burden of taxes. How do you do that?

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trustee Estate Planning

What Do I Look for in a Trustee?

If you decide to leave assets in a trust for your beneficiaries, consider your designation of trustee carefully. The most important person in the trust framework is the trustee, the one responsible for managing trust assets.

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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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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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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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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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Difference between revocable and irrevocable Estate Planning

What’s the Difference between Revocable and Irrevocable Trusts?

Before taking a closer look at revocable and irrevocable trusts, it helps to know what a trust is. In simple terms, it?s a legal entity that allows you to transfer assets to the ownership of a trustee.

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