Protecting Assets During Your Lifetime. Preserving Them For Future Generations.
Brendan King - on Money Matters Radio
July 13, 2011
Do My Assets Tie Into My Estate Plan? The Importance of Asset Titling
Brendan talked about getting your assets in line on an earlier show. Since ownership of assets is so important to estate planning and asset protection, he thought it was worth revisiting this topic. In this broadcast, Brendan and June Knight discuss, in depth, fee-simple /sole ownership, joint ownership, tenancy in common, tenancy by the entirety, life estates, and how to title assets when they are "in trust." They also discuss Totten Trusts, UTMA accounts, and how business owners should title assets owned by the company.
Estate Preservation Law Offices of Worcester, MA provides multi-leveled and integrated estate planning and asset protection planning services. Its services includes: estate planning, asset protection planning through domestic and foreign techniques, business and corporate planning, corporate and individual tax planning, elder law and Medicaid planning, estate and trust administration, guardianships and conservatorships, retirement planning, special needs and disability planning, financial aid planning, veterans benefits planning, charitable and exempt organizations, and equine and pet trust planning. The firm serves clients in areas that include Worcester, Boylston, Braintree, Boston, Brewster, Brookline, Cambridge, Chatham, Fitchburg, Holden, Hyannis, Leominster, Newton, Needham, Northborough, Southborough, Shrewsbury, Wellesley, Weston, Westborough, Cape Cod & Islands, Central Massachusetts, Metro west / 495, and New Hampshire.
