Revocable Living Trust

Serving Clients in Plymouth and Barnstable Counties

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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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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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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why you need an estate plan Estate Planning

Here?s Why You Need an Estate Plan

No matter what line of work you are in, estate planning has facets that apply to everyone, and it comes down to documenting wishes and avoiding probate and unnecessary taxes. Too many people put it off, but, in general, the sooner you do it, the better.

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