Dear Valued Estate Planning Client,
In the past few months sweeping reforms to Massachusetts law governing trusts and estates have gone into effect.These reforms affect the interpretation of estate planning documents, laws related to administration of Trusts and procedures required to administer an estate or probate a will. In addition, recent changes to the homestead law have also been enacted which broaden the benefits of placing a homestead on your primary residence.
In an effort to reach out to all of our clients we are offering a complementary review of your current estate plan in light of the recent law changes. We will be scheduling these appointments beginning in late August through the end of October in both our Newton and Plymouth offices.
If you haven’t sat down with us in the past year we recommend that you make an appointment to have your planning reviewed. In addition to these new and very major changes it is always a good idea to review your planning documents if you have experienced any life changes, asset fluctuations, and changes in your wishes regarding any aspect of your plan including your choice of trustees, executors, guardians or agents.
Although a personal face to face focused meeting is the best way to review your plan, we will also be scheduling telephone conferences with those clients who are unable to personally attend a plan review.
Please contact us to schedule a plan review at 617-332-1633 or 508-833-0800 FREE or firstname.lastname@example.org.
Kathleen M. McCarthy Andrew T. Golden