Want to thank Kathy for arranging a seminar at New Pond Village in Walpole recently. Many who attended had already made arrangements for their future - that's why they were in a retirement community. But re-examining instruments drafted years ago is something more than a few thought important.
The body politic of people 50+ or 55+ needs to be targeted with the simple message that one hour of consultation can avoid serious headaches, problems and tax consequences.
In one case, by drafting a deed differently, the person could have been spared 15-25% of $300,000 in capital gains taxes. Little things can have big consequences.
The chief thrust of this blog is to encourage people to not be afraid of facing their future, and make plans to make their lives and their families less stressed, pre-planned, and organized.
