Trusts

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3 Key Benefits of a Revocable Living Trust: Why You Need an Andover Estate Lawyer

Planning for death or incapacity isn’t a pleasant topic, but ensuring your affairs are in order can give peace of mind and ease the burden on your loved ones. A revocable living trust is a valuable tool in any sound estate plan to help accomplish these goals. With the help of a qualified Andover estate …

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Andover trust lawyer

Tax Season Review: Ensuring Your Living Trust Reflects Your Current Wishes With Your Andover Trust Lawyer

As tax season rolls around, it’s not just a time for crunching numbers; it’s also the perfect opportunity to review your living trust. With your financial information already in order and at your fingertips, a trust review can be a seamless part of your financial health check-up. But what exactly does “review your trust” entail? …

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Common Questions about Massachusetts Credit Shelter Trusts

A credit shelter trust (CST) serves as a valuable strategy in estate planning. CSTs can safeguard individuals’ assets from estate taxes while easing the smooth and tax-advantaged transfer of wealth to their beneficiaries. This trust is also referred to as a bypass trust, a family trust, or an exemption trust. The main purpose of a …

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Would there ever be a reason to create more than one trust?

Would there ever be a reason to create more than one trust?

Should you consider creating more than one trust? Individuals and families in Massachusetts and nationally that are thoughtfully focused upon estate planning often have numerous questions regarding trusts. These are important questions with many different answers, all depending on a person or family’s unique situation. There are many types of trusts, with the instrument collectively …

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What Is A Living Trust? | Andover Trust Attorney

What Is a Living Trust?

All trusts are legal arrangements that allow for an estate’s assets to be passed from the creator of the trust to its beneficiaries relatively quickly and easily, often protecting your beneficiaries’ assets from certain kinds of claims or taxations. Trusts can provide a variety of benefits for your family after you are gone — and …

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