Posts by Jonathan White

When it comes to planning for your future and the security of your loved ones, one legal instrument that often proves to be invaluable is a funded trust. At Jordan & White, we understand the significance of this tool in estate planning.  What is a Funded Trust? In simple terms, a funded trust is a…

Creating a trust can be an effective way to ensure that your assets are managed and distributed according to your wishes, giving you peace of mind. Let’s delve into the world of trusts in Massachusetts and help you understand how they function. A trust is a legal entity created to hold assets on behalf of…

While both tools serve essential roles in estate planning, they offer different benefits and protections. In this piece, we will walk you through why opting for a trust can sometimes be more beneficial, ensuring that you make an informed decision for your family’s future.   Will vs Trust When you’re setting up an estate plan…

When it comes to real estate in Massachusetts, two types of land records may come into play: recorded land and registered land. We at Jordan & White, LLC, recognize the importance of understanding the distinctions between these two. To put it simply, recorded land refers to the traditional system of land records. These are maintained…

In this newsletter, I’m excited to share my recent appearance on the ‘Great Practice. Great Life.’ podcast, where I delved into the challenges of making your first hire and the enduring lessons to be learned from failure, offering insights relevant to legal professionals. I also provide a glimpse into my presentation at the Peabody Chamber…

Trusts have emerged as a critical component of estate planning, providing families with an effective mechanism to manage, protect, and distribute their assets. While setting up a trust is essential, the process doesn’t end there. The crucial next step is funding the trust. At Jordan & White, LLC, we often come across clients who’ve set…

Trusts are powerful legal instruments that allow individuals to manage and distribute their assets according to specific terms. At Jordan & White, LLC, we often see trusts as an avenue to grant our clients control, even after they’re no longer with us. This not only ensures that your assets are used in a way that…

The prices advertised by LegalZoom and other automated legal document services make them look very attractive if you’re thinking about creating a will, power of attorney, or other estate planning documents. And these days, with AI doing all the writing and research, it seems to make sense to have a service prepare these “standard” documents…

Here at Jordan & White LLC, we understand that planning for the future is no easy task, particularly when it comes to the distribution of your property. You may have come across the concept of a life estate as a method of passing your property to your children, avoiding probate in the process. While this…

One of the inevitable challenges that come with growing older is ensuring that your lifetime’s worth of accumulated assets are secured for future generations. We, at Jordan & White, LLC, understand this concern, and our priority lies in making sure your estate planning reflects your desires for protecting your assets.  Asset protection, in the realm…