Inventure Law Services
Frequently Asked Questions
 
Newton, MA 

Couples or individuals with young children

If you are an individual or couple with children under the age of 18, some of the common questions and considerations you may consider addressing in putting together or updating an estate plan include:

  • Providing for the care of your children if you are unable, including specifying:

    • Who will become the guardian for your children
    • Who will manage your children’s financial assets
    • At what age and under what circumstances will your children assume control over their estate

  • Planning for unexpected incapacity through a health care proxy and durable power of attorney including specifying:

    • Who will manage your bank accounts and other property
    • Who will make medical care decisions if you are unable
    • What type of care you would like to receive under certain circumstances

  • If the value of your assets (including real estate and any potential life insurance proceeds) is of sufficient size, you should consider planning strategies that allow you to:

    • Optimize utilization of estate tax deductions and exemptions for married couples
    • Deferring or avoiding payment of state and federal estate taxes
    • Avoid the time and expense associated with probating an estate
    • Optimize gifts to children form their grandparents

Free Initial Consultation

To schedule a free initial consultation please visit our Appointment page. Weekend appointments and home visits are possible.

 
797 Washington Street, Newton, MA 02460 | T: 617.965.9100 | F: 617.848.9906
Copyright © 2006 Stephen A. Evans. All rights reserved.