Understanding the Estate Planning Process
Your Resource for Wills, Trusts, Estate Taxes+
Estate Planning is one the most critical financial decisions we make for ourselves and our families, yet many people don’t even have a basic will. There is a common miss-conception that it is only necessary to have a will if you have substantial assets, or if you have children to protect.
Everyone should have at least a basic will. The time and financial investment associated with creating a basic will are minimal and well worth the feeling of relief associated with knowing you and your family are protected. Arlene Keating can help simplify the process and get this nagging task off of your to do list. Call today for an appointment, whether you need to establish a new will or you have more extensive estate planning needs.
Arlene M Keating LLC
Avoid Probate Headaches and Protect Your Assets with Proper Estate Planning
While unfortunately death is unavoidable, probate is not. Put in the time upfront to avoid unnecessary cost, time and stress. Our firm is fully equipped to handle the probate process for our clients in MA and NH, but our focus is helping them to avoid probate altogether. We do this by evaluating each situation and putting the right estate planning tools to use, including:
- Durable Powers of Attorney
- Health Care Proxies
- Living Wills
- State and Federal Estate Taxes Evaluation
- Asset Protection
- Revocable Trusts (Living Trusts)
- Homestead Declarations
- Irrevocable Trusts
Nationwide polls show that the majority of adults in the United States either have inadequate estate plans or no estate plans at all. The grieving families of decedents without proper estate plans will be left to struggle with everything from end-of-life care to the payment of rent and property expenses. Meanwhile, the assets of the estate will be tied up in a lengthy and expensive probate process. For the sake your loved ones it is critical to invest the time necessary to develop a sound estate plan.
What do the 25-year-old bank teller and the 62-year-old investment banker have in common? They both need an estate plan. The idea that young people or people with modest assets don’t need to worry about estate planning is completely false; the only difference will be the exact composition of their plans.
This is where it becomes important to have a tailored approach to your estate plan. With over 25 years of experience, Arlene M. Keating, LLC. is ready to guide you through every step of the estate planning process, keep your assets safe and avoid probate. Contact us today at 978-363-1400or email@example.com to get started. Let us help protect your assets, avoid probate and give you peace of mind.
Estate Planning can be an uncomfortable subject for some since it deals with how affairs are to be handled after we pass away, or if we should ever become incapacitated. However, it’s the process of preparing our assets, and if handled properly, will maximize the value of your estate by reducing taxes and other expenses. […]