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Sharon, MA Estate Planning Blog

The Estate Planning Team at Estate and Elder Law Advisory PLLC • Sharon, MA Estate Planning and Elder Law Firm

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Estate Planning

Estate planning services refer to the process of managing and distributing one’s assets and properties after their death, in a way that ensures the smooth transfer of wealth to the intended beneficiaries while minimizing taxes and other expenses. Estate planning services may include drafting legal documents such as wills, trusts, and powers of attorney, as well as providing guidance and advice on strategies for asset protection and wealth transfer. These services may be provided by lawyers, financial advisors, or other professionals with expertise in estate planning. Effective estate planning can help individuals achieve their long-term financial goals and provide peace of mind for themselves and their loved ones.

estate planning attorney in Cape Cod

Durable Power of Attorney: Assigning a Financial Decision-Maker for Life’s Uncertainties
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.
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Wellesley estate planning with living trusts

Benefits of a Living Trust for Asset Management and Probate Avoidance
Living trusts avoid the costs and time associated with the probate process. They’re also private documents, unlike wills filed with courts. They can be more easily amended as circumstances change.
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Purposes of a last will and testament

What Are the Primary Purposes of a Last Will and Testament?
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.
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Sharon asset protection strategies keep your money safe from creditors

Why Asset Protection Planning Is Crucial because Umbrella Insurance Isn’t Always the Answer
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.
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Why Your Estate Planning Attorney Asks for an Inventory of Assets

Why Your Estate Planning Attorney Asks for an Inventory of Assets
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.
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helping elders with planning

Celebrating National Elder Law Month by Empowering Seniors and Their Families
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How to prepare for a meeting with your estate planning attorney. There is information you will need to gather for the initial consultation.

Meeting with Your Estate Planning Attorney: Preparing for Your Initial Consultation
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.
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image of young and old holding hands

Estate Planning Strategies to Care for Aging Parents
An estate plan with wealth preservation, long-term care and medical directives strategies provides clarity and guidance to loved ones on aging parents' wishes, while retaining control for aging parents over financial and health-related matters.
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Digital Life Lives on After You’re Gone, Unless You Plan Ahead
We all have a digital footprint that does not necessarily die with us. There are three things you should do to best prepare your executor, trustee or other personal representative to properly handle your posthumous digital affairs.
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Estate Planning Checklist for 2024: A Comprehensive Guide
Estate planning is more than writing a will; it’s a plan to manage and distribute assets to your dependents. It documents your healthcare preferences, so a loved one decides on medical care according to your wishes. The National Council on Aging (NCOA) Adviser’s article, “Estate Planning Guide and Checklist for 2024,” offers a comprehensive overview of what to consider when planning your estate. This blog post distills the key points from the article and provides an actionable checklist for 2024. Understanding Estate Planning Estate planning organizes your affairs to fulfill your wishes after you pass away. It encompasses decisions about…
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