Inventure Law Services
Frequently Asked Questions
 
Newton, MA 

Couples or individuals without young children

For single individuals or married couples without young children some of the questions and considerations you should consider in an estate plan include:

  • Providing for the disposition of your estate with an up-to-date will

  • 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 if you are unable
    • 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


  • Advanced planning for long term or nursing home care (see here for more detail)

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.