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Importance of Estate Planning

As many people in Massachusetts start the year with setting financial goals, one goal that should not be overlooked is to get estate plans in place. Estate planning is commonly moved to the bottom of the list for some people. If something unexpected happens, failing to have an estate plan in place can leave families unable to access assets and leave the estate in the hands of the probate court.

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Estate Planning Issues to be Aware of in Massachusetts

Putting together an estate plan means paying attention to details and updating plan documents as necessary. For instance, putting assets in a trust may remove the need to go through probate, which could provide greater privacy for the family when taking care of the deceased's assets. However, it is a common mistake to establish a trust and then forget to fund it.

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Estate Planning Tips in Massachusetts

Couples who have just gotten married may not be thinking about end-of-life decisions. However, there are some estate planning issues that should be taken care of as soon as the marriage is official. One such action is to update all applicable beneficiary forms. If an individual wants his or her spouse to receive funds in an IRA or 401K, he or she needs to be named on the beneficiary form.

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