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Ladimer Law Blog

Over the past several years, Massachusetts law makers have worked hard to improve the probate code to reflect issues faced by the modern day family.  Once such update created a Pet Trust statute.  Pet Trusts are a specific type of trust that allows you to leave money to be used specifically for the care of […]

Estate Administration

Protecting Your Pets

Naming a guardian for a young child in a Will can be one of the hardest decisions a parent has to make.  There is no one that could ever replace you as the parent of your children.  Many parents put off executing an estate plan all together because they simply cannot decide who they want […]

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One of the Hardest Decisions a Parent Has to Make

Julie McQuade Ladimer of the Ladimer Law Office PC was recently named by the Five Star Professional as a winner of the 2016 Boston Wealth Managers Award.  The February 2016 Boston Magazine has a list of the award winners who are honored for their achievements and commitments to the financial service industry in their local […]

Ladimer Law News

Julie McQuade Ladimer Honored with Award

Welcome to 2016!  Every January people make countless resolutions that they rarely follow through on, such as going to the gym, spend more time with the family, learn a new skill, etc.  Instead of having a “pie in the sky” resolution, why not make a resolution to take charge of your estate?

Estate Tax Planning

No more ‘pie in the sky’ resolutions!

Tonight many Americans will be anxiously waiting, tickets in hand, while the numbers are drawn.  If you are the lucky winner of the Powerball Jackpot, you will have the option of taking annuity payments for the full amount over the course of 30 years, or a smaller lump sum. 

Estate Tax Planning

Estate Tax Implications of Winning Tonight’s Powerball Jackpot!

December is the time of year when families come together to share good food, laughs, and presents.  During the holidays, estate planning is likely one of the the last things on everyone’s mind. 

Estate Tax Planning

This Holiday Season, Give the Gift of Peace of Mind

Are you afraid of talking with an attorney about your estate plan because of the cost?  Regardless of your age, marital status, income, or health, drafting an estate plan with an attorney who you like and trust is the only way to know that your loved ones will be taken care of they way you […]

Estate Tax Planning

Is the cost of an estate plan worth it?

You may have heard stories before of homes that are “stuck” in probate.  But what does this mean?  What is probate, and should you avoid it?  If you are interested in learning the answers to these questions, then read on!

Estate Tax Planning

Tips to Keep Your Home Out of Probate

The majority of estate plans these days incorporate a trust in one way or another.  One of the biggest decisions clients make is choosing a trustee to serve once they have passed away.  The two most common options are a trusted family or friend, or a professional such as a bank or attorney.  The trustee’s […]

Estate Tax Planning

How do I Choose a Trustee?

When you hear that someone has a trust, or a trust fund, it can mean many different things.  There are different types trusts that provide different protections and functions.  The most common trust we draft for our clients is a revocable trust. 

Estate Tax Planning

What is a revocable family trust and how does it work?

Estate planning can be an overwhelming process for many people.  Deciding who will inherit your assets and who will be in charge of handing your estate after you die are not easy decisions.  Sometimes clients find themselves so overwhelmed with these decisions, that they have never executed an estate plan.  While there are important reasons […]

Estate Tax Planning

Three documents that every person needs

Many people do not understand exactly what a Will does and what it’s purpose is.  A Will does not avoid the probate process.  A Will is a “catch all” for a decedent’s probate estate.  A probate estate is any asset that is in the decedent’s sole name at death.  Assets that are held jointly with […]

Estate Tax Planning

Do I need a Will? – Ladimer Law Office PC

If you are concerned that you or a loved one will need long term nursing care, it is important to start planing now.  Skilled nursing facilities are quite expensive if you pay privately.  There are federal and state benefits, known as Medicaid, that will pay for your long term care in a skilled nursing facility.  […]

Estate Tax Planning

MassHealth Long Term Nursing Care

The estate tax is a tax that is not always on the top of people’s mind.  However, here in Massachusetts, we have a 1 million dollar exemption, which is much lower than the 5 million dollar federal exemption.  Therefore, planning to avoid estate taxes affects more middle class people in Massachusetts than elsewhere. 

Estate Tax Planning

What is an irrevocable life insurance trust and is it right for you?

A Will is a legal document that allows a person, the testator, to decide how his or her estate will be distributed after death.  While this concept seems simple, it is not.  In Massachusetts, Wills have many requirements and should always be drafted by an attorney.  Here are five common misconceptions about Wills.

Estate Tax Planning

Five Common Misconceptions About Wills

Dear Friends, Happy summer!  I hope you and your family are enjoying the warmer weather.  As summer kicks off, I wanted to give you an update about some new and exciting things going on at the Ladimer Law Office.

Ladimer Law News

Ladimer Law Office Summer Update

The Society of Financial Service Professionals is an exceptional group of accredited financial planners, tax advisors, estate planning attorneys, and insurance advisors.  Our purpose is to provide education and opportunities to our members and their clients.

Ladimer Law News

Society of Financial Service Professionals to Tour Federal Reserve Bank

In today’s society, people are busier than ever before.  We have more tasks on our hands between work and family.  We have learned to organize our schedules to make everything fit.  This entails planning ahead for both the big and small things, from family vacation to family meals.  As a society, we have adapted to […]

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Facebook Rolls Out “Legacy Contact” Feature

November Event FSP The Worcester Chapter of the  Society of Financial Service Professions is thrilled to announce the November event, FSP Financial College Partnership, co-sponsored by Worcester State University.

Ladimer Law News

Julie Ladimer Speaking at Worcester State University

Ladimer Law Office is pleased to participate in the following event: Tuesday June 3, 2014Come join us for our Annual Worcester Chapter FSP EventPlanting the Seed – Succession Planning and GrowthGuest Speaker: Peter Mezitt from Weston Nurseries   Weston Nurseries a 4th generation business priding itself on proper succession planning and exceptional customer service aiding […]

Estate Tax Planning

Local Family Business Succession Event