Massachusetts Trust

Massachusetts Trust

Trusts can be valuable tools for estate planning purposes but are often misunderstood.  Much confusion exists as to what kind of Trust does what.  So here is a brief overview. A Revocable Living Trust can be useful for maximizing the amount of money a husband and wife can leave estate tax free.  It can also … Read more

Power of Attorney Forms

Attorney Roger Levine Power Of Attorney Forms

Every senior should have five documents in his or her estate plan.  For financial concerns, A Will and a Durable Power of Attorney (DPOA) are a must (this article).  For health concerns, a Health Care Proxy, Living Will and HIPPA agreement are necessary (next article). A Will is a document that directs how any assets … Read more

Attorney Roger Levine Beneficiary Designation

Many people are concerned, and rightly so, that whatever assets they have, end up going to the people or organizations they eventually want to get them.  Unfortunately, this does not always happen. Assets can pass in a number of ways.  If you have a Will, assets that you die with in your name alone will … Read more