Haverhill Estate Planning Lawyer

With a proper plan in place it can put your mind at ease, keep family relationships intact, improve your financial prospects, and solidify the future of your loved ones.

Producing personal income during the retirement years can greatly reduce the depletion rate of the nest egg built up during the working years.

At Bespoke Trusts & Estates, asset management is a key component to your overall financial well-being. We will tailor an appropriate asset allocation based on your risk tolerance and time horizon.

Life insurance typically plays three important roles in estate planning: The insurance provides a death benefit to the insured’s beneficiaries which gives financial support.

In general, the probate process involves collecting the decedent’s assets, liquidating liabilities, paying necessary taxes, and distributing property to heirs.

The federal estate tax – Form 706 is the US estate tax return. This form must be filed for the estate of every citizen or resident of the US whose gross estate exceeds the exemption amount on the date of death.