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Executor vs. Estate Administrator: Roles and Responsibilities Explained
When planning for the future, it’s important to know who will manage your estate after you’re gone. At Jordan & White, LLC, we’ve spent over a decade helping families across the Greater Boston area with wills, trusts, and estate administration. With a history rooted in trust and commitment, we aim to make the process as…
Read MoreEstate Planning Without Children: What Every Couple Should Know
As a childless couple, you may face unique challenges when it comes to estate planning. Even without children to provide for, you still have a legacy to protect. Your partner, your loved ones, and the causes you care about all depend on your thoughtful planning. Why Estate Planning Matters Even if you don’t have children,…
Read MorePower of Attorney vs. Proxy – Understanding the Difference and Choosing the Right Tool
Life can throw us unexpected curveballs, and sometimes, we may need someone we trust to step in and handle things on our behalf. Maybe you’re helping an aging parent with their finances, preparing for a long trip, or planning ahead for unforeseen medical emergencies. Whatever the case, understanding the right legal tools to empower someone…
Read MoreWhat Assets Can Be Placed in a Trust?
Creating a trust is one of the most powerful ways to protect your assets, provide for your loved ones, and establish a lasting legacy. At Jordan & White, we’ve been guiding families through estate planning since 1938, helping them secure their futures and ensure their wishes are honored. Trusts are an incredibly versatile tool, capable…
Read MoreIs a Revocable Trust Right for You? Benefits to Consider for Your Estate Plan
Planning for the future can feel overwhelming, but with the right tools, your legacy and loved ones are secure. At Jordan & White, LLC, we guide families through estate planning to make informed decisions. One powerful tool to consider is a revocable trust—let’s explore its benefits and see if it’s right for you. Benefits of…
Read MoreDurable vs Springing Power of Attorney: Key Differences
Have you ever wondered who would step in to handle your affairs if you couldn’t? A Power of Attorney (POA) is a crucial estate planning tool that lets you choose someone to act on your behalf if necessary. Whether you’re planning for the future or dealing with an immediate need, the type of POA you…
Read MoreMassachusetts Power of Attorney Requirements Explained
When it comes to planning for the future, having a Power of Attorney (POA) in place is one of the smartest decisions you can make. Whether you need someone to manage your finances, make healthcare decisions, or handle legal matters on your behalf, a valid POA ensures your wishes are respected if you can’t act…
Read MoreStep-by-Step Guide to Setting Up a Trust for Your Child
At Jordan & White, we’ve been helping Massachusetts families secure their futures for over 13 years. Creating a trust is one of the most effective ways to ensure your child’s financial well-being. Whether you’re thinking about their education, healthcare, or simply providing long-term stability, a trust is a powerful tool for accomplishing your goals. Let’s…
Read MoreLiving Trusts: Key Advantages and Disadvantages Explained
Estate planning can feel overwhelming at times, but it doesn’t have to be. One of the estate-planning tools we often discuss with clients is a living trust. It’s a flexible and efficient way to manage your assets while you’re alive and ensure they’re distributed according to your wishes after you’re gone. At Jordan & White,…
Read MoreReady to Create a Living Trust? Reasons to Plan Ahead for Your Family
At Jordan & White, we help families plan for a great life by creating simple, personalized solutions to protect their future and the people they care about most. A living trust ensures your assets are distributed according to your wishes while helping your family avoid unnecessary delays, costs, and stress. What is a Living Trust?…
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