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Estate Planning

John Maher:  Hi, I’m John Maher. Today, I’m here with Dan Doherty, an attorney and shareholder of MacLean Holloway Doherty Ardiff & Morse, one of the most prominent law firms on the North Shore of Boston, Massachusetts. Today, we’re talking about estate planning. Welcome, Dan. Dan Doherty:  Hi, John. How are you? John:  Good, thanks. Dan, what is estate planning? Dan:  John, estate planning can mean different things for different people. In our firm, a good summary of estate planning

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Business Formation

John Maher:  Hi, I’m John Maher. Today, I’m here with Dan Doherty, an attorney and shareholder of MacLean Holloway Doherty, Ardiff & Morse, one of the most prominent law firms on the North Shore of Boston, Massachusetts. Today, we’re talking about business formation. Welcome, Dan. Dan Doherty:  Hi, John. How are you? John:  Good, thanks. Dan, what entity choices do I have in forming a business? Dan:  In Massachusetts, John, the simplest form of conducting business is a sole proprietorship.

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The Probate Process

John Maher:  Hi, I’m John Maher. Today, I’m here with Dan Doherty, an attorney and shareholder of MacLean Holloway Doherty Ardiff & Morse, one of the most prominent law firms on the North Shore of Boston, Massachusetts. Today, we’re talking about probate. Dan, what is probate? Dan Doherty:  John, probate, that’s a large term that encompasses a lot of different things. Probate is the process , the legal process by which the affairs of a deceased person are managed or

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Trusts

What is a trust? A trust is a separate legal entity for holding and investing property.  One or more persons (the “trustee”) holds property, usually real estate or investments, for the benefit of another or several other people (the “beneficiary”).  The person who gives the property for the trust is known as the “donor” or “grantor”.  The trustee holds legal title or interest and is responsible for managing, investing, and distributing the assets or property of the trust.  The beneficiary

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Making the Most of Your Retirement Benefits

The stock market growth of the past few years has added tremendous value to the retirement plans of many Americans and made it much easier to maintain their standard of living once they stop working. However, it has made one of the more difficult financial and legal planning decisions facing most Americans that much more important.  Not only are the mandatory withdrawal rules complicated, but it’s impossible to predict how long you’re going to live.  Choices you make today, in

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