Brookline, MA
Estate planning Lawyer at Brookline, MA
Practice Areas: Estate Planning, Probate
NOTICE AND INSTRUCTIONS FOR IRREVOCABLE INSURANCE TRUST The Irrevocable Insurance Trust (ILIT) is designed for the principal purpose of excluding your life insurance proceeds from your taxable estate. ...
See Full GuideAvoidance of Probate - The Funded Revocable "Living Trust Probate is the process of presenting your Will to the Probate Court and having the Will allowed, ultimately resulting in the title to your prop...
See Full GuideESTATE PLANNING: RELATED DOCUMENTS PLANNING FOR DISABILITY OR INCAPACITY As important as a Will or Trust might be to ensure that your wishes are followed upon death, the following documents are essent...
See Full GuideBasic Estate Planning: (for non-married individuals) The documents you should consider are: 1. Wills/Revocable living Trust (Trust is optional - see below for purpose): Simple Will: Leaving all propert...
See Full GuideBasic Estate Planning: For married couples with non-taxable estates (less than $1 million) If you have a non-taxable estate (less than $1 million for MA residents) -- this includes the equity in your h...
See Full GuideEstate Tax Planning: For married couples with a taxable estate (over $1 million). If you have a taxable estate for federal and/or MA estate tax purposes (including net equity in real estate, liquid...
See Full GuideALTERNATIVES FOR LIFE INSURANCE IN ESTATE PLANNING Many people are not aware that the value of life insurance is includable in the estate of the insured as an asset for estate tax purposes (federal est...
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