Currently Browsing: Estate Planning

Four Main Duties of an Executor

By Joe Fournier Once you have decided to address your estate planning needs, you may have to make some difficult decisions about who will be the executor (or executrix) of your estate, or the trustee of your trust, because this is the person you ...

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Four Reasons to Have a Trust

By Joe Fournier As noted in prior posts, estate planning is not only for the wealthy. Anyone who is married, has children, or has anyassets, should have at least some basic estate planning in place. We also strongly recommend a Revocable Living ...

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Four Easy Ways to Review Your Estate Plan in 2019

By Joe Fournier There are many reasons why it is important to keep your estate plan up to date. Estate planning goals change over the years for many reasons, including changes in family circumstances – such as the birth, death, or marriage ...

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Importance of Having a Secure List of Passwords

By Joe Fournier Preparing a current a complete and updated list of all of your user-names, passwords, and online accounts is an important component of planning for your incapacity and/or death. Preparing this list is even more important and ...

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Charitable Trusts – Four Benefits

By Joe Fournier Charitable Trusts – Four Benefits Many individuals and families use charitable trusts to leave all or a portion of their estate to charity when they die, both for philanthropic purposes and for certain tax benefits. They ...

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Four Reasons to use an LLC to Purchase Real Estate

There are many reasons why limited liability companies (“LLCs”) may be your preferred method to purchase real estate. The main overall benefit of purchasing real estate via an LLC is the ability to own real estate and minimize liability exposure ...

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Back to School? Consider these documents for your college-bound child.

By Joe Fournier Back to School? Consider these documents for your college-bound child. When your child turns eighteen, and/or is heading off to college, you should consider documentation to ensure that you have the right to control your ...

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Four Key Estate Planning Terms for You to Know

By Joe Fournier Knowing these four key estate planning terms can help you to make better and more educated decisions regarding the future of your loved ones and how to best protect your legacy. 1. Will Most of us know that a Will is a legally ...

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Estate Planning To-Do List

By Joe Fournier Estate planning and tax laws change often and are difficult areas of the law to navigate. However, it really is important for anyone who has children, other potential beneficiaries, or any assets to at least consider how you would ...

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Four Ways to Improve the Value of Your Firm

By Joe Fournier Four Ways to Improve the Value of Your Firm Many attorneys seek to increase the value of their law firms. Valuation is important for an attorney who may want to sell, retire, add a partner, or prepare for the possibility of ...

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