Create a successful succession for your business to continue on after you're gone.
A process in which the courts supervise the appointment of guardian, personal representative and the distribution of assets.
Specializes in the arrangement of legal matters, elder care, social security and elder abuse.
It is an unfortunate fact that 75% of all of us either have no estate planning, or planning that is out of date. This can result in the federal and state government becoming a partner in your estate. The federal estate tax rate for 2018 is 40% and the Massachusetts rate is 11%, for a total of 50% of your estate. This can largely be avoided with proper estate planning, including wills and revocable trusts, so that your assets can be passed on, in an orderly way, to your heirs. Proper estate planning will also allow your heirs to avoid the Probate Court process entirely, which will save them thousands of dollars and a substantial amount of aggravation.
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You have spent years building your business into the success that it now enjoys. You have many good and faithful employees, possibly even family members, who could take over when you retire. But have you made any plans whatsoever to insure that the leadership team will transition to the next generation? Unfortunately 95% of all businesses have done no succession planning, and do not have a properly funded buy-sell agreement in place. This can lead to disaster for the business, and for the business owner - you.
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All of you in business should have an attorney that you can call on for those everyday questions that affect your business. Remember, your attorney costs you nothing until you need him or her to assist you. I make it a point to never charge a client for routine questions over the telephone. There is only a cost, when actual legal work has to be done. We offer all of the services that the small and medium size business owner requires.
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Those of you who neglected to institute proper estate planning or failed to re-title your assets to your various trusts, will unfortunately become acquainted with the Probate Court, it’s lengthy procedures and costs. Hopefully, you will have avoided this.
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It is unfortunate that many elders delay their planning until it is too late. Nursing home costs can consume an entire estate and only advanced planning can prevent this. We hope that you or your children will take action at the earliest possible date, so that proper planning can preserve your hard earned assets for your heirs.
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The best gift that you can give your family is to protect their financial security. Completing your estate plan is the first step in reaching that goal.