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December 03, 2008
Estate-Planning
             
 
Selecting a financial planner for your financing is a very important decision. Please enter your information below to locate a qualified financial planner in your area
 
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Estate Planning Topics

 


An Estate is the entirety of a property, real and personal, owned by an individual prior to distribution through a trust or will. There are many different topics related to this particular legal practice area. We invite everyone to read up on the following topics related to Massachusetts Estate Planning Law.

Our Massachusetts Estate Planner can assist you with any of the topics below:

  • Trusts
  • Wills
  • Uniform Probate Code
  • Gift Tax
  • Dynasty Trust
  • Joint Tendency
  • Brokerage Accounts
  • Retirement Plans
  • Savings and Checking Accounts
  • Insurance Policies
  • Business and Partnership Interests
  • Debt Personal Property


Contact our Massachusetts estate planning attorney now.

 
Did You Know?    
 
 
The costs and expenses of a conservatorship are paid by your estate
A CONSERVATORSHIP is if you suffer from an incurable disease or are involved in a debilitating accident and are unable to manage your own affairs, state law might require someone to go to court to have a conservator appointed by the court. The conservator is given the authority to make financial decisions and handle your financial affairs, under court supervision, when you lack the capacity to manage them on your own.

 


  Newsroom  
 


Latest news about Financial & Estate Planning in Massachusetts and nationwide:

Committee To Present Adams Pro Bono Publico Awards
In recognition of outstanding commitment in providing volunteer legal services for the poor and disadvantaged in Massachusetts, Supreme Judicial Co...
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Law Firm Agrees to Pay $1.2 Million for Violating Court Order
Washington, DC, June 25, 2002 — The Securities and Exchange Commission announced today that the Dallas law firm Gardere Wynne Sewell LLP has agreed...
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New members to the Committee on Professional Standards
Presiding Justice Anthony V. Cardona of the Supreme Court, Appellate Division, Third Judicial Department, recently announced the appointment of thr...
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Estate Planning Terms

 


Today's Terms

Living Trust

Definition:
Sometimes called an Inter-Vivos Trust--A written legal document established during a person's lifetime into which he/she places property.

Tenancy-in-Common

Definition:
A form of ownership of property in which two or more persons share ownership (may be equal or unequal shares). At the death of a tenant-in-common, his/her share in the property transfers to his/her heirs, rather than to the other surviving owner(s). Compare with Joint Tenancy.

Trustee

Definition:
A person or institution responsible for the management and distribution of property held in a Trust. The trustee has the authority to act according to the instructions provided in the trust agreement. See Fiduciary.

More Estate Planning Terms >

 

Estate Planning Resources

 


Search Estate Planning resources in our resource center:

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Estate Planning Hot Topics

 
Topics Related to Estate Planning:

  • Trusts
  • Wills
  • Uniform Probate Code
  • Gift Tax

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Massachusetts Estate-Planning Attorney

 
If you live in the following cities and need an Estate-Planning attorney you should contact our Estate-Planning Attorney as soon as possible:

  • Amherst
  • Attleboro
  • Beverly
  • Boston
  • Brighton
  • Brockton
  • Chelsea
  • Everett
  • Fitchburg
  • Framingham
  • Holyoke
  • Lawrence
  • Leominster
  • Lynn
  • Malden
  • Marlborough
  • Medford
  • Methuen
  • New Bedford
  • Peabody
  • Pittsfield
  • Plymouth
  • Quincy
  • Revere
  • Salem
  • Taunton
  • Westfield
  • Woburn
 


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