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Estate Planning: Getting Started

Friday April 16, 2021 at 2:00pm

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Understanding the intricacies, timing and process involved with planning your estate can be daunting.

What is an advanced directive and why do I need one? What are the future tax implications and benefits on the plans I make now? How do I protect my assets from the cost of long term care should I need it? How best to ensure that we’re able to leave security for our children and grandchildren? When do we start?

 In recognition of National Healthcare Decisions Day (April 16), Kendal at Home has partnered with experts from respected law firms in Massachusetts and Ohio to help you understand the need to make solid plans for your future health demands. National Healthcare Decisions Day provides an opportunity to educate and empower the public and healthcare providers to take part in important advance care planning. 

For our Members and friends in Massachusetts, please join Attorney Mary Schmidt for Estate Planning: Getting Started an overview of the fundamentals of estate planning and the timing involved with the process.

MarySchmidt paddedMary H. Schmidt has a broad range of experience in trusts and estates, domestic relations and probate litigation at the trial and appellate levels. The areas of her practice include sophisticated gift, estate and income tax planning, trust and estate planning, prenuptial and post nuptial agreement preparation, negotiation and litigation, and estate administration. She is one of the founding partners of Schmidt & Federico, P.C.
Mary has lectured extensively on domestic relations, tax and trust and estate subjects, including issues related to same sex couples. She has authored chapters for a number of Massachusetts Continuing Legal Education publications, including: “Massachusetts Probate Manual,” “Massachusetts Divorce Law and Practice,” “A Practical Guide to Estate Planning in Massachusetts,” and “Drafting Wills and Trusts in Massachusetts.” In addition, she is a co-editor of the 2012-2017 Massachusetts Probate Law Sourcebooks. She has also been frequently appointed by the Probate & Family Court to serve as a fiduciary and guardian ad litem in various probate and family law matters. Mary served on the committee that drafted the new Massachusetts Uniform Trust Code.