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Massachusetts Estate Planning Blog

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Massachusetts Estate Planning Blog | jpestateplanning.blogspot.com Reviews

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Estate planning massachusetts, massachusetts estate planning attorney, elder way, ma trust attorney, probate, MA estate tax planning

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1

Massachusetts Estate Planning Blog: October 2014

http://www.jpestateplanning.blogspot.com/2014_10_01_archive.html

Massachusetts Estate Planning Blog. Thoughts and strategies from a Massachusetts Estate Planning Attorney regarding estate planning, elder law, asset protection, trust and probate administration, and business planning. Tuesday, October 21, 2014. Benefits of Proper Estate Planning. What is Estate Planning? You want to receive something of yours,. You want them to receive, and. Include instructions for passing your. Religion, education, hard work, etc.) in addition to your valuables. Name a guardian and an...

2

Massachusetts Estate Planning Blog: June 2013

http://www.jpestateplanning.blogspot.com/2013_06_01_archive.html

Massachusetts Estate Planning Blog. Thoughts and strategies from a Massachusetts Estate Planning Attorney regarding estate planning, elder law, asset protection, trust and probate administration, and business planning. Wednesday, June 12, 2013. Business Owners: Have You Planned Your Exit? You've worked hard building your business, but have you thought about what will happen when you are no longer there running the show? According to one study (. Who could take over your business? Be sure to consider fami...

3

Massachusetts Estate Planning Blog: Trust Based Estate Plans vs. Will Based Plans

http://www.jpestateplanning.blogspot.com/2014/03/trust-based-estate-plans-vs-will-based.html

Massachusetts Estate Planning Blog. Thoughts and strategies from a Massachusetts Estate Planning Attorney regarding estate planning, elder law, asset protection, trust and probate administration, and business planning. Monday, March 31, 2014. Trust Based Estate Plans vs. Will Based Plans. How many of these benefits of a revocable living trust are you familiar with? Avoids the time and expense of probate when you die. Avoids multiple probates if you own assets in more than one state. Prevents the court fr...

4

Massachusetts Estate Planning Blog: June 2014

http://www.jpestateplanning.blogspot.com/2014_06_01_archive.html

Massachusetts Estate Planning Blog. Thoughts and strategies from a Massachusetts Estate Planning Attorney regarding estate planning, elder law, asset protection, trust and probate administration, and business planning. Saturday, June 28, 2014. 4 Reasons Why a Living Trust is Preferred over a Will. Posted on: June 26th, 2014. Many consumers and professionals now prefer an estate plan that uses a revocable living trust over a will as the primary estate planning document. Here are four reasons why:. Because...

5

Massachusetts Estate Planning Blog

http://www.jpestateplanning.blogspot.com/2013/05/should-you-disinherit-child-most.html

Massachusetts Estate Planning Blog. Thoughts and strategies from a Massachusetts Estate Planning Attorney regarding estate planning, elder law, asset protection, trust and probate administration, and business planning. Friday, May 10, 2013. Should You Disinherit a Child? Disinheriting a child may be short-sighted and even completely unnecessary. For example:. You may have a spouse, child, sibling, parent or other loved one who is physically, mentally or developmentally disabled—from birth, illness,...

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Merrimac Amesbury MA Estate Planning Attorney – Peltier Law Office, PLLC - Asset Protection

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978319.6006 info@jpestateplanning.com. Asset Protection for Physicians, Dentists, Attorneys, and High Risk Business Owners. Asset Protection for children who may need help from themselves due to Poor Money Skills, Substance Abuse, or Potential Divorce. Solutions may include Domestic Asset Protection Trusts. As for Doctors, Dentists, Attorneys, and other High Risk Business Owners. Strategies these high risk professionals can use to shield and shelter personal and family assets from creditors may include:.

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Merrimac Amesbury MA Estate Planning Attorney – Peltier Law Office, PLLC - Newsletters

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978319.6006 info@jpestateplanning.com. Estate and Business Planning e-newsletter Newsletters. 8 Red Flags That Your Clients' Estate Plans Are Out of Whack. Great tips to look for in areas where we can help to make sure one's estate plan is the very best. Estate Planning E-Newsletter Newsletters. Financial Advisors Quarterly Newsletter - November 2015. Peltier Law Office Estate Planning Newsletters. Expand Your Cast to Prevent Chaos. Estate and Business Planning e-newsletter. 21 West Main Street, Merrimac...

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Merrimac Amesbury Haverhill Newburyport MA Estate Planning Attorney – Peltier Law Office, PLLC

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978319.6006 info@jpestateplanning.com. Welcome to Peltier Law Office, PLLC. We are expert estate planners; that’s all we know and all we practice. The estate planning process does not have to be intimidating. It can be overwhelming trying to sift through all your options, but once you. Our Guarantee and Commitment:. A skilled estate planning attorney that will listen to your needs;. Expert advice in the fields of Estate Planning. Probate and Trust Administration. As you consider your estate planning opti...

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Merrimac Amesbury MA Estate Planning Attorney – Peltier Law Office, PLLC - Trust Administration

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978319.6006 info@jpestateplanning.com. Trust Administration is where a lot of costly mistakes are made and trustee liability can often occur. Administering a trust after death should be undertaken by a skilled estate planning attorney. A nice article on Duties of a Trustee can be found here. The MA Probate process. Is required when anyone dies owning assets (including real estate) in their name alone. The goal of course is to do the correct estate planning ahead of time to avoid this process. A high perc...

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Merrimac Amesbury MA Estate Planning Attorney – Peltier Law Office, PLLC - About Us

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978319.6006 info@jpestateplanning.com. Peltier Law Office, PLLC is located in Merrimac, Massachusetts on the Northern end of Route 495 and provides ample parking, and maintains a small town feel with big city results. Our expertise and practice areas are limited only to estate planning, elder law, asset protection, probate and trust administration, and business planning. Involved in every aspect of the client relationship. In his spare time he is an outdoorsman and enjoys golf, fishing and skiing. By the...

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Merrimac Amesbury MA Estate Planning Attorney – Peltier Law Office, PLLC - Testimonials

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978319.6006 info@jpestateplanning.com. Caroline, May 2013. Mike, May 2013. Mike April, 2013. Mike and Bert March 2013. I wish they had met him sooner for planning as their former estate planning attorney set things up so that something worth $100,000 to the estate will now cost them close to $100,000 in probate leins lost to creditors, including MassHealth! Diane, June, 2012. Joe, February 2012. Mike, February 2012. Noel, June 2012. 21 West Main Street, Merrimac, MA 01860.

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Merrimac Amesbury MA Estate Planning Attorney – Peltier Law Office, PLLC - Elder Law

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978319.6006 info@jpestateplanning.com. Long-Term Care Planning is of high concern and significant assets must be spent down to qualify for Medicaid. Elder law attorneys can shelter, maximize, and protect assets for the benefit of the healthy spouse and the next generation through various arrangements including:. Bull; Irrevocable Trusts;. Bull; Care Giver Agreements;. Bull; Private Annuities;. Bull; Self-Cancelling Installment Notes;. Bull; Medicaid Qualification;. Bull; Life Estates.

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Merrimac Amesbury MA Estate Planning Attorney – Peltier Law Office, PLLC - Estate Planning

http://www.jpestateplanning.com/Page/estate_planning

978319.6006 info@jpestateplanning.com. Many people believe that estate planning is only for people who are particularly wealthy, have elaborate schemes in mind for passing their money to their heirs, or for people who are acutely ill and contemplating their death. This could not be farther from the truth! Estate planning is for every husband, wife, mother, father, grandparent,. Business owner, professional, or anyone else who has someone they care. For individuals and families who engage in it. Professio...

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Merrimac Amesbury MA Estate Planning Attorney – Peltier Law Office, PLLC - Business Planning

http://www.jpestateplanning.com/Page/business_planning

978319.6006 info@jpestateplanning.com. Have you been looking forward to the day you can retire, perhaps turn your business over to a son or daughter, or sell it? Choosing the correct business entity for income taxation, liability protection, and transition to the next generation are crucial business decisions. The lack of proper business planning is why most family businesses fail to reach the next generation. A proper succession plan needs to be in place along with a funded buy-sell agreement.

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Massachusetts Estate Planning Blog

Massachusetts Estate Planning Blog. Thoughts and strategies from a Massachusetts Estate Planning Attorney regarding estate planning, elder law, asset protection, trust and probate administration, and business planning. Tuesday, October 21, 2014. Benefits of Proper Estate Planning. What is Estate Planning? You want to receive something of yours,. You want them to receive, and. Include instructions for passing your. Religion, education, hard work, etc.) in addition to your valuables. Name a guardian and an...

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Merrimac Amesbury Haverhill Newburyport MA Estate Planning Attorney – Peltier Law Office, PLLC

978319.6006 info@jpestateplanning.com. Welcome to Peltier Law Office, PLLC. We are expert estate planners; that’s all we know and all we practice. The estate planning process does not have to be intimidating. It can be overwhelming trying to sift through all your options, but once you. Our Guarantee and Commitment:. A skilled estate planning attorney that will listen to your needs;. Expert advice in the fields of Estate Planning. Probate and Trust Administration. As you consider your estate planning opti...

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