Taxation & Estate Planning

Some people get overwhelmed with the idea of getting their affairs in order and as a result find it easier to do nothing.  To help people with that inertia, I'll be posting weekly Action Items - little steps that take an hour or less that will move you forward in the process and make it less daunting.

When you signed your Will, Health Care Proxy, Durable Power of Attorney and other estate documents, chances are you gave your attorney the addresses and telephone numbers of the people you appointed as your agents, your legal heirs, and the people and charities named in your Will. 

Check those documents, and note any people that may have moved or changed telephone numbers since you signed the documents. 

Send the updated contact information to your attorney for her records, and keep a copy in  your files.  In a crisis, telephone numbers which you or someone else may know by heart can be forgotten so having the information readily available will make sure that everyone can be contacted quickly.

If you find that your documents are more out of date than you thought and you want to make changes (or if you have no documents in place at all and want to make sure that your wishes are honored) call me at 781-749-2284. 

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Estate Planning, Probate and Trusts involve complex areas of law. Individual circumstances must be considered before any advice can be given.  The general information above is not to be construed as legal advice, which can only be given after consideration of the unique facts of each matter. Please seek the advice or counsel of your attorney, financial advisor or CPA as it may be appropriate.