Attorney Tim Borchers, Esq., CTFA, EPLS, AEP® presents estate planning tips focusing on: - Preparing for possible incapacitation
- Holding title to assets properly
- Creating wills
- Creating revocable trusts to avoid probate and save taxes
- Creating irrevocable trusts to protect your assets and save more on taxes
- Avoiding common planning pitfalls
- Seeking professional counsel
- Maintaining a financial plan
- Charitable giving
- Keeping your plan up-to-date Learn how these strategies protect assets and ensure effective management and estate transition. The program was offered by Zoom or in-person event at Borchers Trust Law Learning Center, 266 Main Street, Building 3, Suite 29 Medfield.

Discover the pathway to qualify for MassHealth benefits for nursing home care at our upcoming webinar. Learn eligibility criteria, asset limits, and understand countable and non-countable assets, from bank accounts to retirement funds. Explore advanced strategies like crisis planning and asset protection techniques when facing imminent long-term care needs. Our speaker, Maana Hickson, Esq., is an of-counsel attorney at our firm. (Of Counsel lawyers cover areas that we don't do in-house.) Maana is the founder of Hickson Law Group and counsels her clients in all aspects of elder law including estate planning for long-term care with expertise in MassHealth benefits and services.

Second homes are among the most valuable and at the same time emotionally-charged assets in your estate. They require specialized planning to ensure the home stays in the family or perhaps is enjoyed for a time and then sold. Leaving the home in equal shares to heirs without a master plan is usually a recipe for eventual family discord – a disaster waiting to happen. Tim will describe how to plan to avoid a vacation home squabble in your family.

Mackenzie will lead a high-level discussion of some common issues that could arise during your parents’ administration and how to avoid them to save you and your siblings time, money, and your “sibling-ship.” *Hosted by our sister company, Northeast Private Trustees

Share a glass of wine with us, while Attorney Deb Hedges discusses specific planning strategies for estates under $4M in her presentation, "The Perfect Vintage: Pairing Your Legacy with Estate Planning." Topics covered:
- The essential ingredients of an estate plan
- How successful plans address the PIT (Probate Avoidance, Inheritance Protection and Tax Planning)
- Trust planning with revocable and irrevocable trusts
- Funding your plan
- Updating your plan

Trusts are all the rage now (or at least they should be!). But with dozens of types of trusts to choose from, which one is king? Is there even a right choice for everyone - a one-size-fits-all trust? Why does your best friend have an irrevocable trust when you've been told that revocable is the way to go? We invite you to learn how trusts work and how to harness their power.

Discover the keys to effective trustee responsibilities and learn:
- What types of trusts are there?
- What is a trustee and what are their responsibilities (the Four C’s)
- Are Trust Accountings required and are they hard to do?
- Can a trustee be liable for mistakes?
- Who makes a good trustee? (learn what T.R.U.S.T.E.E. stands for)
*Hosted by our sister company, Northeast Private Trustees

Have you named an executor or trustee from your family? Why? This job is specialized work, and not an honor. It’s not necessarily good for family dynamics, or going to save you money. We will go through some examples and learn what T.R.U.S.T.E.E. stands for, as well as “Ten Timeless Tips for your Estate Plans.”

Second homes are often the most valuable asset in your estate and require specialized planning to ensure the home stays in the family. Leaving your valuable family home in equal shares to heirs without a master plan is often a recipe for disaster. Join estate planning attorney Tim Borchers, Esq. who will share successful approaches and prompt you to think about your home's protection, succession and preservation.

Second homes are often the most valuable asset in one’s estate and require specialized planning to ensure the home stays in the family.

Have you named an executor or trustee from your family? Why? This job is specialized work, and not an honor. It’s not necessarily good for family dynamics, or going to save you money. We will go through some examples and learn what T.R.U.S.T.E.E. stands for, as well as “Ten Timeless Tips for your Estate Plans.”

Second homes are often the most valuable asset in your estate and require specialized planning to ensure the home stays in the family. Leaving your valuable family home in equal shares to heirs without a master plan is often a recipe for disaster. Join estate planning attorney Tim Borchers, Esq. who will share successful approaches and prompt you to think about your home's protection, succession and preservation.

Second homes are often the most valuable asset in one’s estate and require specialized planning to ensure the home stays in the family.

If you own a valuable vacation home that you may want to pass down, join Tim, a recognized leader in the heirloom property niche, who was invited to speak on this topic at a free Nantucket Atheneum webinar.

Learn the common scenarios every family might face, and how having the proper estate planning documents in place can save money, time, and taxes and how elders can plan now to save on long term care costs.

This workshop has been canceled due to the coronavirus impact in our area. As an alternative, we are offering appointments to schedule free document signings for young adults at our office. *Hosted by Peak Community Seminars, 501c3

A Medfield resident, Tim will speak from experience, as an estate-planning attorney and a trustee. Get clarification on revocable vs. irrevocable trusts, and the variety of trust instruments that may be useful in your own planning.