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 for estate taxes. The reality is that the proceeds of all life insurance policies owned by you are included in your estate for estate tax purposes. […]

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 to be passed to keep the government open, it is anticipated that Congress will pass a bill that will affect the retirement savings […]

Retirement and Planning for the Future in New Hampshire

It’s no secret that people all over as well as New Hampshire are living longer. While this is a good thing, a longer life also means planning for more years after retirement. Many seniors are choosing to (or need to) work after retirement. According to the AARP, 4 out of 10 people heading into retirement, […]

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I was referred to Jack White by a friend who hired him to represent her during her own divorce. I was going through some very rough times trying to prepare the documents I needed to file my own divorce case. I had asked Jack if he could take some time to look over the paperwork and “spot check” my work. I am SO glad I did. Jack was very knowledgeable in his field and very professional. I can’t thank him enough for taking the time to set me on the right path and to answer my legal questions. I would highly recommend him and the entire Welts, White and Fontaine staff to anyone in need of legal assistance.”
Michelle T.

I am thankful for the professional guidance and legal advice Michael Fontaine provided me throughout my difficult process. I appreciate his looking out for me during the emotional stress and exhaustive process of the divorce experience. His kind manner and guidance enabled me to continuously move forward. He and his staff provided exceptional legal assistance in helping me navigate in a confident manner. I will always be grateful that he was the “Bulldog” that I needed as we moved through Mediation to Settlement!”
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This firm is outstanding… my company has done business with them for nearly 20 years and I am always impressed with the accessibility of the staff and the down to earth personalized service. Aside from pesky legal issues that crop up which is part of running a company, my son recently suffered a back injury due to a rear end collision. Welts, White & Fontaine made us feel truly represented and negotiated for us a settlement that I believe would have otherwise been impossible to achieve with any other firm.”
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Amherst Estate Planning Client Seeks to Avoid Two Costly Estate Planning Mistakes