A Letter of Instruction is not a legal document, but it can play an important role in your overall estate plan.
Estate Planning
Charitable Giving and Your Estate Plan
Did you know charitable giving can be a beneficial part of your estate plan? Learn how and why it might make sense for you.
How Can Trusts Save on Estate Taxes?
What are the estate taxes, how are they calculated, and how can adding trusts to your estate plan help you avoid them?
The Basics of Estate Planning
Since property can pass through or outside of probate, often, an estate planning attorney can help you decide on the best plan for you.
6 Questions to Ask if You’re the Executor
When an individual names you as executor of their will, you feel honored and then reality sets in. What questions should you ask?
Sensible Scenarios: Do I Need Disability Insurance?
Bob and Lydia Gillman wonder if they need disability insurance. They spoke to their advisor to get some answers.
Estate Plan Mistakes You Can Easily Avoid
Every December I try to attend the Harvard Memorial Church’s Annual Carols Service. This year I was supposed to go with an old friend. I’ll call him Larry. Larry and I had dinner in October to celebrate his 64th birthday. We made plans at the time to attend the Carols Service together. Four days later [Learn more…]
