Time to put your succession plan into action!

With Christmas almost here and a new year just around the corner, this is the perfect time to put your succession plan into place. Succession planning simply put, is the outlining of what you would like to have happen to all your worldly possessions when you pass on. This can be accomplished in several ways, through a Will, Revocable Trust or Irrevocable Trust. A Will is a simple document that outlines what you would like to have happen, however, it doesn't make it happen. The person who handles your estate, formerly called an executor or executrix, now a personal representative, will have to file a probate estate with the court to get authority to disperse your property and assets as you spell out in the Will. With a Trust, the dispursement of your assets is handled automatically! Call #781-447-7900 to set up an appointment to put your succession plan in place.