Holding an Estate Planning “Fire Drill”

When it comes to managing your estate in Danvers, MA, preparedness is key. Just like a fire drill prepares you for an unexpected event, an estate planning “fire drill” prepares you for life’s uncertainties. At Jordan & White, LLC, we believe in preparing ahead. Hence, we help our clients understand the importance of organizing their…

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Safeguarding Your Child’s Inheritance from Creditors and Predators on the North Shore in MA

As a parent, your primary concern is to ensure your child’s future security and uphold the legacy you’ve worked tirelessly to build. We at Jordan & White, LLC, fully understand and share this sentiment. We know that estate planning isn’t solely about the distribution of your assets; it’s about creating a protective financial framework for…

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Strategies to minimize estate taxes and maximize the inheritance for your child.

At Jordan & White, LLC, we firmly believe that a well-crafted estate plan is an invaluable gift for your children. Not only does it ensure your hard-earned wealth is transferred smoothly, but it can also help to minimize estate taxes and maximize the inheritance you leave behind. Our team is dedicated to helping you make…

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Understanding the Legal Considerations in Massachusetts of Naming a Guardian for Your Child

Naming a guardian for your child in your estate plan, should you pass away before your child is of legal age, is an important step in being a responsible parent. But you must ensure that you fully understand the legal considerations of this process before assigning someone to the role. The Legal Process of Assigning…

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Don’t Buy Furniture Until After You Close

Buying a house is an exciting venture. Even if you already have a ton of household goods and furniture, you’ll still want new items to fit with the new place. But try to resist the urge to buy that furniture or anything on credit until after you close on the sale. Not only will the…

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What are the Alternatives to Guardianship?

When a loved one loses the ability to take care of their health or manage their own financial matters, family members often assume that they can quickly step in and be declared as a legal guardian to ensure their loved one is cared for properly. But guardianship is an extreme measure, and for that reason…

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When To Hire an Attorney for a Real Estate Closing

If you’re buying or selling a property in Massachusetts, state law requires that an attorney be present at the real estate closing. This is typically the lender’s closing attorney, but buyers and sellers are free to hire their own lawyers as well, and most do. Read on to learn why you should consider having legal…

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What Should I Do With My Deed After My Spouse Dies?

Your real estate deed will not be the first thing that springs to mind after your spouse passes away. Eventually, however, it occurs to many people that have lost a spouse that they may need to do something to change the deed on their property to reflect the passing of an owner. While there are…

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What are the Essential Documents for a Good Estate Plan?

A good estate plan protects you, your people, and your stuff. So which documents do you need to do that? Healthcare protection documents. You should have a Health Care Proxy that authorizes a family member or friend to make medical decisions if an illness or injury renders you incapable of making or communicating your own…

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What Do You Do with the Deed to Your House After Divorce?

The divorce decree incorporates terms that affect your financial affairs, but you often need to take specific steps to make the right things happen. This is particularly true when it comes to any real estate you own jointly with your former spouse. Even when the property is awarded to one partner, the other partner’s name…

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