Please join the Heritage Law Center for one of our upcoming Estate Planning Seminars: “How to Protect Your Home, Assets & Life Savings From the Costs of Probate & Long-Term Care” WAKEFIELD Tuesday, Dec. 5, 10:00 am – 12:00 p.m. (Continental Breakfast) at the Four Points by Sheraton Wakefield-Boston Hotel & Conference Center, 1 Audubon […] The post The Heritage Law Center is Hosting Two Estate Planning Seminars appeared first on The Heritage Law Blog .
Appointing the right trustee is an important decision for anyone who is in the process of creating a trust. The trustee is responsible for managing the trust either when the trust is formed or in the future, depending on your type of trust. While many people naturally consider giving a family member this responsibility, it […] The post Choosing the Right Trustee appeared first on The Heritage Law Blog .
Think Twice Before Creating an Estate Plan Yourself It’s no secret how important it is to have an estate plan. Dying without a will can have some expensive and unwanted consequences. Just as basic and important as having an estate plan is making sure the right person is crafting it. Estate planning software might seem like […] The post The 6 Hidden Dangers of DIY Estate Planning appeared first on The Heritage Law Blog .
Just as no two people are exactly the same, neither are their estate plans. With all the possibilities in estate planning it’s important to know your options. While every estate plan is different, an estate plan consists of an array of documents that each have their own benefits and limitations. The foundation of a basic […] The post How a Trust Can Strengthen Your Estate Plan appeared first on The Heritage Law Blog .
Please join the Heritage Law Center for one of our upcoming Estate Planning Seminars: “How to Protect Your Home, Assets & Life Savings From the Costs of Probate & Long-Term Care” WOBURN Tuesday, Sept. 26 7:00 – 9:00 p.m. (Coffee & Dessert) Courtyard by Marriott 700 Unicorn Park Dr BURLINGTON Thursday, Sept. 28 7:00 – 9:00 […] The post The Heritage Law Center Will be Hosting Two Estate Planning Seminars appeared first on The Heritage Law Blog .
Back to school season is upon us! As we all prepare to get back into our routines it’s also a great time to be reminded of estate planning basics. The blog posts this month focus on just that. Getting back to basics so you can make estate planning part of our fall planning. Estate planning […] The post Estate Planning for the Young Adult: 7 Strategies to Start Today appeared first on The Heritage Law Blog .
There’s a great feeling of satisfaction that comes with giving. Being able to help your loved ones through major life events and financial transitions can be a very rewarding experience. Did you know that gifting not only helps your family while you are still alive but also helps shield you from estate tax? With […] The post Avoid Estate Tax and Preserve Your Family Legacy Through Gifts appeared first on The Heritage Law Blog .
The Heritage Law Center is proud to announce that for the second year in a row founder and Principal attorney Matthew Karr has been selected as a New England Rising Star by Super Lawyers Magazine. Super Lawyers, part of Thomson Reuters, is a research-driven, peer influenced rating service of lawyers who have achieved significant peer […] The post Matthew Karr, Esq. selected as 2017 ‘Super Lawyer’ appeared first on The Heritage Law Blog .
When we think about estate planning, we usually think of how we manage tangible items and investments, but have you thought about protecting your digital assets? As our lives become more and more dependent on technology, it’s important to consider your digital assets when preparing an estate plan. What qualifies as digital property? Digital devices […] The post Estate Planning in the Digital Age appeared first on The Heritage Law Blog .
As we have acknowledged in previous articles, it can be difficult to consider the notion of our own mortality. Yet equally challenging is the idea of the loss of a spouse or partner. While procrastination and ignoring these life-changing scenarios is common, early planning can mitigate the risk of financial and emotional chaos that can […] The post Estate Planning Preparations for Losing a Spouse appeared first on The Heritage Law Blog .