WHEN WILL MORE THAN A “SIMPLE” WILL BE NECESSARY?

Generally, more than a “simple” will is necessary whenever your estate planning objectives require the use of trusts, or other advanced estate planning tools.

In Massachusetts, when the projected value of your estate at the time fremantle-beach-242963_640of death meets the $1 million estate tax filing threshold and exemption, the use of a trust or trusts is often recommended.  As real estate values continue to appreciate, and considering that life insurance proceeds are calculated in the valuation, this is becoming more commonplace.

However, determining whether a trust or advanced estate planning strategy is right for you really requires a professional evaluation of your personal situation.

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