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Tag Archives: Estate Planning Tips
3 Easily Avoidable Estate Planning Mistakes
Estate planning is not a topic that many like to think about. After all, planning for our death can be a morbid way to pass the time. But, instead of thinking about the negative, it is important to remember the … Continue reading
Posted in Beneficiaries, Estate Planning, Health Care Power of Attorney, Insurance, Massachusetts estate planning, Trust, Will
Tagged beneficiaries, Estate Plan, Estate Planning Documents, Estate Planning Mistakes, Estate Planning Tips, Will
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Estate Planning is for Everyone
A common planning misconception is that only those with vast assets need an estate plan. But, it is important to emphasize that estate planning is not just for the wealthy. For many, the word “estate” conjures up a Downton Abbey-like property and an overwhelming amount of zeros … Continue reading
Posted in Beneficiaries, Discretionary Trust, Estate Planning, Estate Tax, Trust, Will
Tagged beneficiaries, Estate Planning, Estate Planning Tips, Inheritance, Will
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