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Estate Planning

Recent Posts in Estate Planning Category

  • Staying Young during Your Golden Years

    We recently met with a 95-year-old former estate planning client to redo her estate plan . Our legal team provided her with a discount because she was a former client—even though it had been 10 years since her first estate plan. She made a few changes to her beneficiaries, but her plan mostly remained intact. Staying Young We asked her how she managed at her age to live independently and she said ...
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  • The Importance of Estate Planning: You Never Know!

    Taunton Estate Planning with Percy Law Group, PC Let’s talk about the idea of protection when it comes to your family. Estate planning protects your immediate family, or designated loved ones, from worrying about who receive your assets and property when you pass on, from entering probate, and from long-distance family members popping up out of nowhere to stake their claim. Not only does estate ...
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  • Completing Your Estate Plan Sooner Than Later - And Updating It, Too

    For most people, estate planning is only a legal topic that reaches their mind when there is an immediate need for it. Waiting until the last minute to try to make an estate plan is not the ideal way to handle the situation, though. Instead, you should be thinking about an estate plan sooner than later, as well as ways to update it as the years go by. Proof in Concept: A Recent Client Story Our ...
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