Blog
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…
Have You Completed Your Back-to-School Estate Planning Homework?
As we’re preparing for a new school year on the North Shore of Massachusetts many of us are already overwhelmed with checklists, school supply lists, and homework assignments. But have you considered the important estate planning homework that’s often overlooked in the back-to-school chaos? Estate Planning for Young Adults: The Legal Shift at 18 Once…
Why Estate Planning is Vital for Massachusetts Residents?
Estate planning is the proactive process of preparing for the inevitable – what happens to your assets and possessions after you’re gone. At Jordan & White LLC, we believe that estate planning is not merely about wealth distribution. It’s about safeguarding your family’s future, ensuring they don’t face unnecessary hardships or legal complications during an…
What Steps Should I Take to Avoid Probate on the North Shore of Massachusetts?
Probate can be a lengthy and complicated process that involves court proceedings to settle an estate after someone’s death. The goal is often to skip this process to save both time and money. At Jordan & White LLC, we get it— you don’t want your family to go through unnecessary legal hassles during an already…
How Do I Include My Charitable Giving Wishes in My Estate Plan on the North Shore of Massachusetts?
Who says your impact has to end when you’re no longer here? Many of us think about leaving a legacy for our children and loved ones, but what about extending that legacy to causes and communities that have captured our hearts? At Jordan & White LLC, we believe that an estate plan can be more…
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…
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…
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…
Estate Planning Documents for High School Graduates in Massachusetts
Estate planning isn’t just for older individuals. Ideally, your child should start thinking about estate planning as soon as they turn 18. The first step to take is for high school graduates in Massachusetts to start obtaining these essential estate planning documents: Durable Financial Power of Attorney With a durable financial power of attorney, your…