Mackey & Foster, P.A.
   220 Main Street, Suite 202
   P.O. Box 901
   Falmouth, MA 02541

Discussion Points and Questions We Often Address:

  • What is a living will? What is a health care proxy? Are they the same thing?
  • Do I need a revocable trust if I have a will?
  • Can you represent a husband and wife without facing a conflict of interest?
  • What do you think of a bank acting as executor of my will or trustee of my trust?
  • With the U. S. estate tax exemption levels at all-time highs, why do I need a trust?
  • What do you charge for a simple will? Or for a typical revocable trust?
  • What can I do to preserve my estate for my descendants if I end up in a nursing home?
  • Should I own my property in joint name?
  • Should I adopt a 529 Plan? (What is a 529 Plan?)
  • Should we move our legal residence to Florida?

 
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