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Settling an estate in Massachusetts can seem like a tall task, especially when you’re managing the emotional toll of losing a loved one. At Jordan & White, we understand the legal and personal complexities involved in this process. With over 13 years of experience in estate administration, probate law, and estate planning, we’re committed to…

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 a decade helping Massachusetts families protect their legacies and create estate planning with care and ease. Establishing a trust is one of the most…

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 to ensure your wishes are carried out seamlessly. At Jordan & White, we understand how important it is to safeguard your assets and…

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 exceptional legal service with integrity and care. Being acknowledged again among Boston’s respected legal professionals reflects the high standards our team upholds every…

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, but not always. At Jordan & White, LLC, we help you understand if probate is needed and explore options that may allow you…

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 a beneficiary dies before I do?” This is a situation that many people don’t think about, but it can have significant implications for…

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 found that about one-third of Americans who had received an inheritance eventually experienced a decrease or no change in their wealth after receiving…

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 basis” with an irrevocable trust. This technical detail can have significant implications for your estate’s tax liability and your beneficiaries’ inheritance. At Jordan…

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 and grieve your loss. Once you have had time to cope with all that has happened, you should consider updating your estate plan…

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 to have a plan that ensures you’re prepared for what’s ahead. As you settle in and enjoy your new space, here are a…