Estate Planning Attorneys Cape Cod
508-775-7800

Cape Cod Estate planning Massachusetts:

Funding Review Seminar
12/4/2018 10:00:00 AM
Contact: 508-862-1600

"Have Changes in the Law Sabotaged Your Estate Plan?"

Last year brought significant changes in Estate Planning Law.
Learn how these & other recent changes impact your Estate Plan:

The American Taxpayer Relief Act  The New Uniform Probate Code

The Affordable Care Act

The New Uniform Trust Code
We want to ensure trust funding and beneficiary designation are properly done. Please bring copies of the following to the seminar: 
 
1.  Recent complete statement for all Retirement Accounts (IRAs, Roths, 401(k)s, 403(b)s, etc.);
2.  Beneficiary designations as on record with the retirement account custodian(s);
3.  Recent complete statement for Investment Accounts (Brokerage, Certificate Shares, Book
     Entry shares, etc.);
4.  Recent statements for Bank Accounts (Checking, Savings, Money Market, CDs, etc.);
5.  Annuity Statements and Beneficiary Designations;
6.  Life Insurance (Policy and Beneficiary Designation);
7.  Promissory Notes (money owed to you) and any Assignments thereof; 
8.  Evidence of Ownership in a closely held business (Stock or Membership Certificate and copies 
     of any applicable transfer restrictions);
9.  Copy of most recent deed for any real estate; and 
10. Any other asset which has a title certificate or other evidence of ownership.

 


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Boyd & Boyd, P.C.

Centerville Gardens
1060 Falmouth Road, (Rte 28)
Hyannis, MA 02601

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508-775-7800