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How Does a Trust Impact My Eligibility for Government Programs in Massachusetts?

February 15, 2024

At Jordan & White, LLC, we recognize the importance of planning for the future while considering various government programs available in Massachusetts. Trusts can be a vital part of estate planning, but it’s essential to understand how they might affect your eligibility for government assistance. In this post, we’ll delve into the complexities of this…

Caveat Emptor: Let The Buyer Beware on the North Shore of Massachusetts

February 13, 2024

If you’ve ever browsed property listings or ventured into the world of real estate, you might have heard the term “Caveat Emptor.” It translates to “Let the Buyer Beware,” an old adage emphasizing the buyer’s responsibility to assess and inspect a property before purchasing. Here on the North Shore of Massachusetts, this principle is just…

What Are the Different Types of Trusts?

February 8, 2024

Trusts aren’t just for the wealthy. They’re powerful tools everyone on the North Shore of Massachusetts should consider when safeguarding their legacy.  There’s a common misconception that trusts are exclusive to the elite, meant only for multi-millionaires with sprawling estates. But that’s far from reality. Trusts serve as practical tools for individuals from all walks…

Can I Change My Will After It’s Created?

February 5, 2024

Drafting a will is an important step in securing your legacy and ensuring your wishes are honored. At Jordan & White, LLC, we often encounter questions about the flexibility of a will after its creation. It’s a common concern: life changes, and so might your wishes. Here, we discuss how and when you can update…

How Can I Make My Will Legally Valid?

February 2, 2024

Creating a legally valid will is a fundamental aspect of estate planning. At Jordan & White, LLC, we understand the importance of this process and are committed to guiding you through every step. This blog post aims to provide clear and practical information on making your will legally valid, ensuring your wishes are honored and…

Who Should Be the Trustee in Massachusetts?

January 31, 2024

At Jordan & White, LLC, we understand that planning for the future is about more than just numbers and assets; it’s about securing your family’s well-being. One of the crucial decisions you’ll face in your estate planning journey is selecting the right trustee. In the state of Massachusetts, this choice carries significant weight, as the…

What Happens to the Trust When I Die in MA?

January 30, 2024

Estate planning is a topic that often sparks a mix of emotions. It’s about securing your legacy, providing for your loved ones, and ensuring that your assets are distributed as you wish when you’re no longer here. At Jordan & White, LLC, located on the beautiful North Shore of Massachusetts, we understand the importance of…

Can a Trust Be Revoked in Massachusetts?

January 26, 2024

We at Jordan & White, LLC understand that life is full of changes. That’s why we want to talk about the flexibility of trusts in estate planning, particularly in Massachusetts. Many of our clients ask us, “Can a trust be changed or even revoked?” The answer isn’t just a simple yes or no. Let’s dive…

What Are the Tax Implications in Massachusetts?

January 24, 2024

When it comes to estate planning and real estate in Massachusetts, understanding the tax implications is vital. We at Jordan & White, LLC, know that dealing with taxes can often feel overwhelming, but we’re here to break it down in simple terms. Whether you’re dealing with estate taxes, inheritance taxes, or property taxes, having a…