Estate and Business Planning
To ensure your assets are protected and distributed as you’d like them to be when you die, estate planning with Baystate Financial Services may be the answer. Successful estate planning can help transfer your assets to your beneficiaries efficiently and with minimal tax consequences. Estate planning can also ensure that family members know how you’d like your financial and medical affairs to be handled if you become incapable of making your own decisions.The process of estate planning includes creating an inventory of your assets, talking over important decisions with family members, drafting a will and, in some cases, establishing a trust. You should consult an attorney, and perhaps a CPA or tax advisor, for additional guidance tailored to your specific situation.
Contact Us Today
For more information about Estate & Business Planning please contact, Herbert K. Daroff, J.D., CFP and Richard J. Petrucci, Jr., J.D., CPA, CFP.
Baystate Financial Services does not provide tax or legal advice. Please consult your advisor for such guidance.
