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Have you ever felt at a loss for what to do after a loved one’s passing? It’s understandable to feel overwhelmed when sorting out finances and legal obligations.  We at Jordan & White, LLC have served families in Massachusetts for 13 years, assisting with estate planning, real estate matters, and probate concerns. Our goal here…

How do you handle a loved one’s estate when so much is on your mind already? We know this situation can bring stress and confusion during a time of loss. At Jordan & White, LLC, we have assisted Massachusetts families for generations, thanks to a tradition of trust work dating back to 1938. We take…

Have you ever wondered who holds the original copy of your will once it’s signed? A valid will helps carry out your final wishes and limits stress for loved ones. At Jordan & White, we take pride in guiding Massachusetts families through estate planning, real estate, and probate matters. In this article, we explain who…

Have you ever wondered which deed is the safest choice when transferring property in Massachusetts? We often meet folks who are unsure about the best way to protect themselves against unknown title defects. At Jordan & White, LLC, we handle Massachusetts estate planning, real estate transactions, and probate matters, so we know how vital it…

Thinking about the future isn’t always easy, but making the right decisions now can save a lot of stress later. Whether you’re looking to protect your assets, provide for your family, or secure long-term financial stability, you might wonder: Do I need an estate planner or a financial planner? At Jordan & White, we’ve spent…

Planning for the future isn’t just about knowing what you want—it’s about making sure your wishes are legally protected.  At Jordan & White, LLC, we understand that married couples in Massachusetts face unique estate planning challenges. That’s why we’re committed to helping you explore innovative strategies, like living trusts, to protect your family’s assets. You…

Estate planning is often a key concern for high-net-worth individuals in Massachusetts, especially considering the state’s specific estate tax rules.  Massachusetts imposes an estate tax with a relatively low exemption threshold of $2 million, which makes careful planning essential to protect wealth. Pair this with federal regulations that could change over time, and it’s clear…

Settling a loved one’s estate is more than just paperwork—it’s an emotional task that involves responsibility and patience.  At Jordan & White, LLC, we understand how overwhelming this can be, especially when you’re still processing a loss. We aim to help families across Massachusetts manage the probate process with clarity and confidence.  Today, we’ll walk…

When a loved one passes, the emotional weight can be overwhelming, and deciding who handles the estate adds another layer of responsibility. Understanding the difference between a personal representative and an administrator in Massachusetts is crucial.  The main difference lies in whether a valid will exists. If your loved one left a will, a personal…

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…