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April 21, 2021

Planning for your legacy

You are a planner. You’ve always known there would come a time when your hard work, diligence and forethought would pay off. Now that you have built your nest egg and the mysteries of the future are beginning to weigh upon you, its time to think about protecting those assets while living out the retirement you have always envisioned. Welcome to the world of estate planning, where assets are put to work for you and your legacy is secured through careful planning.

And as you know, the best laid plans start with knowledge. To support you on this journey we’re offering some resources to help you further develop your plan and protect your hard-earned assets. Join us for a three-part Kendal at Home webinar series on Zoom called Insights Into Estate Planning with Columbus, Ohio, attorney Meredith Sugar of Taft Law.

Here are the three parts:

  • Power of Attorney and Health Directives. Learn what these legal instruments are, why they’re important, and how to brief your named agents on their roles. Thursday, April 22, at noon.
  • Benefits of a Trust. Learn how this underutilized estate planning tool helps you control your assets and better care for family members by sparing them the complicated probate process. Thursday, May 27, at noon.
  • Estate Planning 101. Make sure your wishes are carried out and your estate is passed on in a way that maximizes tax benefits and accommodates differing family situations. Thursday, June 24, at noon.
Meredith will lead the sessions, take questions, and record the events for viewing later. Her practice is focused in the area of sophisticated wealth transfer, estate planning and administration, tax planning for individuals, corporations and partnerships, business succession planning and general corporate representation. She frequently advises high wealth individuals on how best to structure and implement wealth transfer and estate planning vehicles such as GRATs, dynasty trusts, family limited partnership and limited liability companies. She also represents estates, businesses and individuals in IRS audits.  

Would you like some homework? Or some information specific to Massachusetts?

If so, please listen to our April 16, webinar, available here, on Estate Planning: Getting Started. This session was hosted by Boston attorney Mary H. Schmidt of Schmidt & Federico, P.C., who has a broad range of experience in trusts and estates, domestic relations and probate litigation at the trial and appellate levels. Her practice areas include sophisticated gift, estate and income tax planning, trust and estate planning, prenuptial and post nuptial agreement preparation, negotiation and litigation, and estate administration. 

Here’s a handy list of estate planning tips to get you thinking – and planning. And if your focus is more on retiring well, consider joining us for an online seminar called Making a Plan with Kendal at Home. The next one is April 28

Whatever your concerns, we’re here to help you age well. May all your problems be good ones to have.

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