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Tag Archives: living trust

Choosing a Trustee

Monday, July 18, 2011

Creating a trust can be important for several reasons – a few of which include avoiding probate, protecting assets, and protecting minor children. However, choosing someone as your trustee can be a difficult decision. You must choose someone you trust to make responsible decisions regarding your assets should you become incapacitated and unable to do [...]

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Why You Should Create an Estate Plan Today

Monday, June 27, 2011

Estate planning is not only for the elderly. Even if you don’t think you have any significant assets to protect, it could be beneficial to consult an estate planning attorney and discuss your options. If you know anyone who has had to deal with the loss of a loved one who didn’t have an estate [...]

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Updates to Beneficiary Designations

Monday, August 16, 2010

Updating your beneficiary designations is just as important as updating wills and estate plans. Although it’s a crucial aspect of the financial planning process, many of us tend to neglect this component of the financial planning process.

Filed in Estate Planning, Estate Planning Attorney, Living Trust Attorney, Massachusetts Estate Planning Attorney, Wills, adam tobin | Also tagged , , , , , , | Comments (0)