Legal Articles & News

Father’s Day: Estate Planning – CBS Boston / WBZ

CBS Boston / WBZ Father’s Day: Estate PlanningCBS Boston / WBZEstate planning does not need to be complicated. A will allows you to give your assets, the stuff you own, to your heirs. If there is a complicated situation such as second or third marriage with kids from each marriage or lots of money involved then …

Put Digital Assets in Your Estate Plan – Kiplinger – Kiplinger Personal Finance

Kiplinger Personal Finance Put Digital Assets in Your Estate Plan – KiplingerKiplinger Personal FinanceWith all the electronic bill paying and online banking that goes on today, it’s important to make provisions for them. Otherwise, things could get tough for your … and more »

The Best Housewarming Gift for the Unmarried Couple: An Estate Plan – The National Law Review

The Best Housewarming Gift for the Unmarried Couple: An Estate PlanThe National Law ReviewIn recent years, a growing number of Americans are deciding to cohabitate instead of getting married or remarried. Often, individuals of all ages, state they do not need an estate plan, either because they are not married or because they do not have …

Council hosted estate planning and tax seminar – TCPalm

TCPalm Council hosted estate planning and tax seminarTCPalmSTUART — The Martin County Estate Planning Council hosted the 34th Estate Planning and Tax Seminar on May 19 at the Stuart Corinthian Yacht Club. The event was sponsored by the United Way of Martin County and Bessemer Trust. Keynote speakers …

A very busy Thursday: Caterpillar Lab, Summer Concert, Estate Planning, and Trottier Big Band – mysouthborough

mysouthborough A very busy Thursday: Caterpillar Lab, Summer Concert, Estate Planning, and Trottier Big BandmysouthboroughEstate Planning Seminar (6:30 – 8:00 pm) @ Southborough Community House: Southborough Attorney Kate Constantino will present a free seminar on Estate Planning (Wills & Trusts). The session will cover common errors, and strategies to protect assets, …

Estate Planning for Special Needs Children: Trying to Be Even-Steven? – The Ticker Tape (blog)

The Ticker Tape (blog) Estate Planning for Special Needs Children: Trying to Be Even-Steven?The Ticker Tape (blog)Certainly, most parents exert much time and effort to ensure one child never feels less loved than another, and many will cement that in their estate planning. But there are times when unequal treatment might be a better choice. One of those times is…read more →

Workshops to Explore Estate Planning and More – Seeley Swan Pathfinder (subscription)

Workshops to Explore Estate Planning and MoreSeeley Swan Pathfinder (subscription)MISSOULA – Who will receive your property if you pass away without an estate plan? Do you know when wills or trusts have control over property and when they don’t? What financial and legal steps should be taken before a diagnosis of Alzheimer’s …

Chamber to host estate planning workshops – TCPalm

Chamber to host estate planning workshopsTCPalmAffairs of Estate will decipher the “legalese” around estate planning and the associated documents, such as Power of Attorney, Last Will and Testament, Living Will, Living Trust, etc. in “every day speak” terms you can understand and use. This six …

Larry Swedroe – Estate Planning Includes Preparing Your Heirs – ValueWalk

ValueWalk Larry Swedroe – Estate Planning Includes Preparing Your HeirsValueWalkYet, despite the best efforts of top-notch professionals, according to Roey Williams and Vic Preisser in their 2007 book, Estate Planning for the Post-Transition Period, it is estimated that “70% of estates lose their assets and family harmony …

Money Talks: Estate planning tools – Marconews

Marconews Money Talks: Estate planning toolsMarconewsAs easy as the rainy season is to predict every summer here in paradise, so too is the importance of proper estate planning. When we step back and consider the steps taken in our investing lives, the basics are simple. As working investors in the early …