Estate Planning Blog

Needham Estate Planning

Are Your Documents Following the Same Script?

In the event of your untimely death, the manner in which your beneficiaries — or those people who receive your assets from your estate — are determined is highly dependent on how your property is titled. Generally, property with title

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How Long Should You Keep Important Documents?

In a society dominated by paperwork, the question of how long to hold on to important documents has been baffling for most people. We especially worry about documents of a financial or personally identifying nature. People who worry about losing

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Are Payable-On-Death Accounts Right For You?

Most people want to avoid their estate going through probate because their family will receive the inheritance faster, privately, and at a lower cost.  A payable-on-death account is a common way to keep bank and investment accounts out of probate.

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How Does My Annuity Fit Into My Estate Plan?

Selecting the right type of annuity for yourself is no small feat. Of course, you’ve put in the research and planned with your financial advisors. But, you might still be wondering what happens to those annuity payments upon your death.

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Is a Financial Plan Enough?

Everyone wants to leave a financial legacy for their family.  If you only have a financial plan, then you’re trying to guide a boat with only one oar. A financial plan is only part of the puzzle for your overall

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