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Estate planning Massachusetts:
Download Forms
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| File: HCP.pdf |
| Title: Massachusetts Health Care Proxy |
| Description: This is a free Massachusetts Health Care Proxy. It can be used by anyone who spends time in Massahusetts. This document appoints an agent to make medical decisions if you are unable to make medical decisions for yourself.
It is easy to complete. You type or print your name and address, then the name and address of the agent you are appointing. You should then list the successor or alternate agent (in case your first choice isn't available).
Next, find two witnesses. The witnesses should not be your agent or successor. Sign and date the back of the form where indicated in front of the two witnesses and have the witnesses sign and print their address. Finally, have your agent sign the form accepting the appointment as your health care agent.
You may give a copy to your agent, alternate and your primary care physician. It is also a good idea to bring a copy to the hospital with you any time you have in-patient or out-patient surgery.
It is advisable that you discuss your wishes with your agent before you fill in the form. Let your agent know your thoughts on the kind of care you desire and be sure that your agent is comfortable in acting as your agent. |
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| File: personal information questionaire.pdf |
| Title: Personal Family Informaion Worksheet |
| Description: We ask anyone coming in for a consultation to prepare this fomr ahead of time. This is a great form for reviewing your estate size and division. |
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| File: Special Needs Planning.pdf |
| Title: Special Needs Planning |
| Description: This important overview is the perfect starting point for parents and grandparents of those with special needs. The complex regulations surrounding eligibility for state and federal programs make proper planning in this arena a must. Leaving a "Special Needs" heir assets without proper planning can have a devasting impact. Yet too many have chosen to omit "Special Needs" heirs - potentially creating just as many problems if and when government funded programs are discontinued. |
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| File: Beacon Issue 5.pdf |
| Title: The Beacon - Issue 5 |
| Description: This is the January 2008 edition of our newsletter. Entitled "Increase Your Income, Decrease Your Taxes with Charitable Remainder Annuity Trusts" the article explains the basics of CRT planning and how you can benefit from a CRT - even if you are not planning to leave assets to charity! |
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| File: Beacon Issue 4.pdf |
| Title: The Newest, Breakthrough, IRS Approved Trust Strategy |
| Description: IRAs may represent the largest single asset your loved ones will inherit! But are your IRAs & company retirement plans properly protected? If not, your family could lose millions! This article explains how a new type of trust can:
* Help protect your loved ones from losing your IRAs and company retirement plans to a divorce, lawsuit, creditors, or government claims!
*Prevent your beneficiaries with poor money-management skills, or who are easily influenced by others, from blowing it all!
*Assure that your beneficiaries take advantage of the maximum income tax “stretchout” and allow your IRA to compound income tax-free, possibly for generations
*Pass your IRAs and company plans from your children to your grandchildren, estate tax-free! |
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