What is a Letter of Instruction?
Once you’ve created your estate plan, it’s helpful to do something called a “letter of instruction” to provide your heirs with guidance they can use
Once you’ve created your estate plan, it’s helpful to do something called a “letter of instruction” to provide your heirs with guidance they can use
Yes, there is a component of estate planning that’s about the distribution of your assets to your beneficiaries. Who gets what money, who gets the
Certain assets like annuities, life insurance, IRAs, and employer-sponsored retirement plans (401[k], 403[b], etc.), allow you to name a designated beneficiary—that is, the person who
Since May is National Elder Law Month, it’s the perfect time to take care of your elder law needs. The first step is a free
“Gray divorce” is a term referring to the demographic trend of an increasing divorce rate for older couples in long-lasting marriages. According to the Pew
The U.S. has a rapidly aging population. By 2030, every baby boomer will be age 65 or older, which means that one out of every
According to the Donahue Institute at the University of Massachusetts, Boston’s population of older adults is expected to reach 125,000 by 2030—amounting to 19% of
As we all navigate through this coronavirus pandemic, our primary goals are to make sure we’re as prepared as we can be to protect ourselves.
Now that you’ve created your estate plan, you have the peace of mind of knowing that your family and your assets are protected. But don’t
An important part of creating an estate plan is choosing someone to act as a health care proxy for you. This person can legally make
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