By: Boyd & Boyd
What Are Five Common Goals of an Estate Plan?
- Estate Planning
What Are Your Estate Planning Goals? When you prepare an estate plan with the guidance of a Cape Cod estate planning attorney, what are your goals? W ...
By: Boyd & Boyd
What Is a Contract to Plan?
- Estate Planning
You might think that family inheritances are simple matters. Perhaps the estate left by a parent is split evenly between the children at the time of t ...
By: Boyd & Boyd
Is It Possible to Amend a Deceased Spouse’s Irrevocable Trust?
- Estate Planning
Generally speaking, an Irrevocable Trust may not be changed, but several narrow exceptions allow a deceased spouse’s Irrevocable Trust to be amended ...
By: Boyd & Boyd
The “Right” Way and The “Wrong” Way to Leave Your IRA, 401(k), 403(b), or Other Qualified Plan
- Estate Planning
What is the right way to leave your individual retirement account (IRA), 401(k), 403(b) or other qualified plan? Many people choose the wrong way. Do ...
By: Boyd & Boyd
What Is an IRA Inheritance TrustTM?
- Estate Planning
An IRA Inheritance TrustTM is a specific type of trust designed to inherit your IRA when you pass away. This option offers a number of benefits that h ...
By: Boyd & Boyd
What Is a Personal Asset Trust?
- Estate Planning
A Personal Asset Trust, or PAT, is a type of trust you can create for a beneficiary that allows them to retain control of assets without legally ownin ...
