Sharon, MA Estate Planning Blog

None of us can predict the future. However, we can appoint a medical decision maker capable of advocating for us if we are suddenly unable to advocate for ourselves due to accident or illness.

Facing the decline of health, whether mental or physical, brings an array of challenges. Some of those are logistical physical challenges, while others are legal, such as managing bill payments or filing taxes. Creating a durable power of attorney ensures that someone you trust will manage your finances if and when you become unable to do so.

A will allows you to explain who will receive your belongings after you pass and to choose guardians for your minor children ensuring that your wishes are respected.

Asset protection planning is the process of building barriers around your assets, whether those assets are personal or business, to keep them safe from litigation, creditor claims, seizure and burdensome taxes.

Learn why your attorney requires an asset inventory and how this detailed list of your assets and liabilities impacts planning and provides a roadmap for your loved ones.

We outline the steps in preparing for the first meeting with your estate planning attorney in Sharon, MA, from personal and family details to important questions to consider in advance.