Trusts

Serving Clients in Plymouth and Barnstable Counties

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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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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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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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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What to know about Trusts and estate planning Estate Planning

What You Need to Know about Trusts

Generally, if you own property, have life insurance and/or have other assets which total over $150,000 (including life insurance and real property), you are a candidate for asset protection.

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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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Reviewing Wills and Trusts Estate Planning

Update Wills and Trusts at These 12 Times in Your Life

It is also important to realize that it isn?t merely ?why? you are updating your will, but ?when? you are updating that can make all the difference.

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