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Setting up a trust can feel overwhelming, but it’s a decision that provides security and peace of mind for you and your loved ones. At Jordan & White, we’ve spent over 2…

Planning for the future can feel overwhelming, but creating a living trust is one way to gain peace of mind while protecting your loved ones. A living trust is a thoughtful plan…

I’m proud to share that, for the second consecutive year, Boston Magazine has recognized me as a Top Lawyer for 2024. This honor reflects our commitment at Jordan & White to delivering…

When a loved one passes, there’s already so much to manage. Dealing with legal processes like probate can feel overwhelming. In Massachusetts, probate—a court process for distributing a person’s assets—is sometimes required,…

At Jordan & White, we often hear questions about estate planning that go beyond just signing papers and filing forms. One of the most common and important questions is, “What happens if…

Most people believe that receiving a large inheritance from a loved one would be life-changing. However, there’s a significant group of people who see little to no change. At least one study…

Estate planning is a complex process, especially when it comes to maximizing tax benefits. One of the key questions many Massachusetts residents have is whether they can benefit from a “step-up in…

The death of a loved one is never easy. Regardless of your relationship with the deceased (for example, a relative, significant other, or close friend), you need space and time to process…

Congratulations on your new home! Whether this is your first home, or you’re upgrading or downsizing, buying a home is a significant milestone in life. With such a major event, it’s important…