Conferencing availability via Zoom & FaceTime

Center for Elder Law & Estate Planning
Free Consultation 339-499-4306 Send an Email
Menu Contact

When estate planning, remember to fill important roles

Though many Massachusetts residents may think about the assets they want to include in their estate plans, it is also important to think about the people they want to appoint to important roles. There are various roles that parties need to consider when estate planning if they want to ensure that trusted individuals are in charge. Fortunately, appointing the right people only takes the proper paperwork.

When parties create their wills, they can name the person they want to act as their executor. This person has the job of ensuring that important estate matters are handled in order to close the estate. Some of the tasks this person will need to handle include paying bills for the estate, collecting any income due to the estate and distributing assets when the time comes.

Another person to appoint is a power of attorney agent. This individual's duties can start under various circumstances. Some parties like the idea of having someone who can act on their behalf in regard to certain financial matters at any time, and others only want their power of attorney agent to step in in the event of incapacitation. Fortunately, there are planning options that can instruct when an agent has the power to act.

There are many facets to estate planning, and it can be easy to overlook some important details. However, with the right help and information, Massachusetts residents can ensure that they cover all of their bases when creating their plans. Experienced attorneys can help assess personal interests and needs to determine the best planning tools for the job.

No Comments

Leave a comment
Comment Information
Email Us For A Response

How Can We Help You?

Bold labels are required.

Contact Information
disclaimer.

The use of the Internet or this form for communication with the firm or any individual member of the firm does not establish an attorney-client relationship. Confidential or time-sensitive information should not be sent through this form.

close

Privacy Policy

Center For Elder Law & Estate Planning

Weymouth Office
1221 Main Street
Suite 301
Weymouth, MA 02190

Toll Free: 888-784-0864
Phone: 339-499-4306
Map & Directions

Chelmsford Office
227 Chelmsford Street
Chelmsford, MA 01824

Toll Free: 888-784-0864
Phone: 339-499-4306
Map & Directions

Franklin Office
1000 Franklin Village Drive
Suite 207-A
Franklin, MA 02038

Toll Free: 888-784-0864
Phone: 339-499-4306
Map & Directions

Brockton Office
1322 Belmont Street
Suite 201-A
Brockton, MA 02301

Toll Free: 888-784-0864
Phone: 339-499-4306
Map & Directions

Map Map Map Map
When estate planning, remember to fill important roles | Center For Elder Law & Estate Planning