Top 10 Estate Planning Questions

Do you know you should have an estate plan but keep putting it off? Are you overwhelmed because it seems like there is too much information to gather and too many decisions to be made? Join Tony Dragga, an estate planning attorney at Bowditch, as he breaks down the fundamentals of estate planning, including:

• Why you should have an estate plan
• The basic documents that make up a typical estate plan
• How to determine if you need to setup a trust
• How to determine if and how much Massachusetts estate taxes will be due
• Providing for your minor children in your estate plan
• How to include contributions to your favorite charities

Tony Dragga is a highly regarded attorney in Bowditch’s Estate, Financial & Tax Planning Practice Area, helping clients in Massachusetts with a variety of matters, including the preparation and administration of estates and estate plans. Business owners, distinguished professionals, senior executives, and high net worth individuals turn to Tony to develop personalized plans to reduce or eliminate estate, gift, and income taxes. Clients also rely on Tony in a variety of matters including the investment and division of assets, identification and appraisal of estate and trust assets, preparing and filing federal state estate tax returns, and collection of life insurance and employee benefits.