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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…

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…

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…

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…

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…

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…

Every time someone in Massachusetts sells real estate, the paperwork usually specifies that they will provide good, clear, and marketable title to the buyer. It may sound like a bunch of meaningless legal jargon, but the words are in fact very important. Clear and marketable title signifies two important aspects of the ownership of the…

Many homeowners transfer ownership of their house to one or more of their adult children, or make a child a co-owner of the home. Is this a good idea? While the transfer can avoid some problems, it often creates others that may be even worse. To determine the best way to leave real estate to…

If you’ve considered creating a trust as part of your estate plan, you should learn more about irrevocable trusts in MA. Irrevocable trusts allow you to leave behind an inheritance that bypasses probate for your loved ones while offering asset protection during your lifetime. Read on to learn more about irrevocable trusts in Massachusetts. How…

If you want to contribute to or completely cover your child’s educational expenses, you should consider tax-advantaged investments that can maximize your contributions. By following a few tips, you can prepare for your child’s education through estate planning. How Much Should You Set Aside for Your Child’s Education? The average cost for one year of…