Your trusted resource on Massachusetts estate planning.

Ladimer Law Blog

Estate Tax Planning

Many people find an estate planning attorney when they are ready to establish a plan.  They meet with the attorney, develop a plan, review drafts, and then execute the documents which will carry our their plan.  However, many people do not stay in touch with their estate planning attorney.  Life goes on and they think […]

Estate Tax Planning, Ladimer Law News

Save On Legal Fees!

This is a great opportunity for anyone looking to buy a home. There will be lots of great information from the best in the business!

Estate Tax Planning, Ladimer Law News

Free Home Buying Seminar!

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

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

Preprinted or online legal forms are appealing to people who do not wish to pay an attorney for legal services.  However, a case out of the Florida Supreme Court, Aldrich v. Basile, is a prime example of why it is not advised to use a preprinted or online form to create an estate plan.

Estate Tax Planning

Why Preprinted or Online Legal Forms Are Not Advisable

Every trust has three components, a Settlor (a/k/a donor, trustor, or grantor), a Trustee, and a Beneficiary.  The Settlor creates the trust and transfers the asset to be held in the trust to the Trustee.  The Trustee is an individual (or an institution, such as a bank) who has legal capacity to act as a […]

Estate Tax Planning

What Does It Mean To Be A Trustee?