Monthly Archives: August 2014

Beneficiary Designations: Are yours up-to-date?

When I meet with clients, I always discuss beneficiary designations.  These conversations are needed before any planning decisions are made.  We must review assets and confirm the current designations.  Once any new estate planning documents have been drafted and executed, … Continue reading

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Do You Want To Keep The Cottage In the Family? Plan For It Now

            Have you been to your cottage on the Cape recently?  Or perhaps your place in Maine, or on the lake in New Hampshire, or the getaway in the Berkshires?  Wasn’t it great to see your children and grandchildren, enjoying … Continue reading

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Should You Share Your Estate Planning Decisions With Your Children?

You have just finished signing your new estate planning documents. Should you inform your children about your decisions, or better yet, give them copies of your documents? There is no right or wrong answer to this question, and lots of … Continue reading

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