Boston Legacy Planning

As a new trust beneficiary, I needed to get a handle on what my rights were. Bill navigated though a complex trust and, in a single phone call, helped me understand not only what I could take from the trust, but why there were advantages in not taking distributions. He gave me insights on pros and cons of becoming my own trustee. He suggested a strategy to diversify trust assets, something I was very concerned about. Finally, he picked up on powerful family dynamics at play, suggesting ways I might approach delicate issues. In short, the takeaways and action steps I got in a single consultation can affect my family's future in significant ways.

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