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 .
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 .
Few life stages are as simultaneously joyful and stressful as becoming a parent. Along with the emotional highs of this new stage, comes the practical reality that your new family requires you to ensure their health and safety. And while no one likes or wants to think about how your family would be able to […] The post Estate Planning for New Parents and Young Families appeared first on The Heritage Law Blog .
On March 9th, Matthew Karr, Esq., of The Heritage Law Center in Woburn and Beverly, joined three colleagues to present an educational workshop for Lawyers on the topic of Estate Planning. The seminar, “Latest Techniques for Middle Class Estates – Thinking Beyond the Basics,” was held at the Massachusetts Continuing Legal Education Conference Center in […] The post Matthew Karr, Esq., Presents Estate Planning Seminar for Lawyers through MCLE appeared first on The Heritage Law Blog .
As outlined recently by Business Insider, even people who seem to have it all–famous and highly successful people–make New Year’s Resolutions. Interestingly, most of them focus not on how to make themselves better, but rather on how to help others. In fact, many of them focus on family and paying forward their good fortune. Why […] The post 2016: The Year of Your Estate Plan appeared first on The Heritage Law Blog .
In this season of giving, it is important to recognize those who give back. Kirk Douglas, widely known for his lengthy career in the movies, can add one more star to his personal walk of fame and that is for his philanthropy. It’s a good idea to consider your charitable giving throughout the year, but […] The post Charitable Giving: The Greatest Gift appeared first on The Heritage Law Blog .
When animal-lover and The Simpsons co-creator, Sam Simon, died early in 2015, he left behind a hefty estate, much of which was slated to go directly to non-profit animal philanthropy groups. In creating a trust, it seems Simon did all of the right things to take care of the people and issues he felt most […] The post Pet Trust Problems for Simpsons Creator appeared first on The Heritage Law Blog .
It’s the time of year to reconnect with our families and make plans for the future. Now, we not only reflect upon what has come to pass, but also look forward. Of course, sometimes reflection is difficult and even scary in such an uncertain world. We know the news out there can be pretty bleak […] The post Look For the Helpers appeared first on The Heritage Law Blog .
This news story (from Halloween 2015) is both heartwarming and heartbreaking. A couple was killed in a tragic accident on Halloween night, leaving their minor children home alone and unaware. Luckily, a compassionate state trooper stepped in and eased the children through the holiday. The children were not made aware of their parents’ passing until […] The post Why Kids Protection Planning is So Important appeared first on The Heritage Law Blog .