Nashua clients ask when to consider updating or revising our estate plans?
Even the best-laid plans may need to be revisited and updated periodically to ensure they conform to your wishes. The following are several of the most common events that necessitates revisiti…
Estate Planning Client Has Questions
Nashua, New Hampshire Estate Planning Client Has Questions re: her “stuff” (i.e., passing on personal belongings).
In the immortal words of the late comedian, George Carlin, much of our eff…
Which Assets Will Go Through Probate?
Nashua Estate Planning Client Asks
One of the key questions to address during any discussion about estate planning and probate is to understand the difference between probate and non-probat…
How to Get Started With Business Succession Planning
Nashua Business Owner Has Questions
The Covid-19 pandemic has created a new sense of urgency in the local business community to implement or update their business succession plans. A compr…
Amherst Estate Planning Client Seeks to Avoid Two Costly Estate Planning Mistakes
Assuming life insurance proceeds are excluded from her estate.
Many clients believe that insurance proceeds are tax-free. That is correct as far as income taxes are concerned, but not fo…
My Parents Want to Move to a Residential Care Home In Bedford
How can I avoid the need for a guardian?
In order to avoid the imposition of the appointment of a court approved guardian, a person should have at least two primary documents which take car…
The new “Secure Act” legislation
The new “Secure Act” legislation
expected to be passed by Congress will affect estate planning & retirement
planning in 2020 and beyond.
As part of
the late 2019 pile of bills expected …
Undue Influence on Last Will
My mother died and left almost everything to my brother, and very
little to me.
I think my brother influenced our mother to change her Last
Will. What can I do?
A legal action may …
NH Homestead Allowance
Q: Nashua estate planning client has questions about whether his parent’s manufactured home is covered by the NH “homestead” allowance?
A homestead is a dwelling owned and used as the prin…
The Importance of Drafting a Will: The Case of Aretha Franklin
If you have ever wondered if it is worth the time and effort to draft a will, look no further than the Aretha Franklin estate for your answer. Aretha Franklin left an eighty-million-dollar est…
