November, 2011 | The Beliveau Law Group - Attorneys at Law

The Only Attorney You Will Ever Need

“Attorney Beliveau came highly recommended and we quickly came to understand why. Having no experience with the difficult situation we were in, Attorney Beliveau was patient in explaining the process we were to go through, thorough in evaluating several different scenarios, and realistic about the outcome of our case. He was responsive, straightforward and rational in a very difficult time. He went above and beyond to find the answers we needed and to obtain the results

Great Attorney for Wills and Trusts

“David Beliveau did a great job on our wills and trusts. He helped make a complex process easily understandable and walked us through each step of the process. My wife and I are both attorneys and we had plenty of questions and changes; David answered every question and handled all of our changes skillfully. We would be happy to work with David again.” – Craig, a Wills client

Trustworthy, Knowledgeable, Informative, and Sincere

“David is definitely an expert in his area of estate planning as well as family law related to prenupts especially. A friend recommended David to me for a prenupt, and he was extremely thorough, and shared a wealth of knowledge with me during the process. He was reasonable when it came to price, and was upfront about the cost. David also helped me set up an LLC business, and gave me advice on that after it

As thorough as they come, and very responsive.

“Mr. Beliveau is as thorough as they come, and is very responsive to clients’ needs. He and his team have been outstanding to work with, and have made our estate planning easy to understand, while simultaneously delivering the necessary level of complexity for a well-designed plan. He is collaborative with other specialists in such planning, and the ability to consult with tax experts in his firm is a major plus.” – Jim, a Estate Planning client

Trust property could be tied up by a long-term lease

A Texas man put some ranch property into a trust. The trust was designed to pay regular income from the property to the man’s son. When the son died, the ranch was to go to his grandson. The trustee (a bank) entered into a long-term lease for the property. The result was that when the son died, the grandson didn’t get the ranch all to himself; instead, he inherited it subject to the lease, which meant

Creating ‘conservation easements’ to save taxes becomes easier

If you own land that you want to pass on to your heirs, but you also want to make sure that some historic, scenic, or agricultural value will be maintained and not destroyed by future development, you might be able to accomplish this with a “conservation easement”…and also save taxes at the same time. A conservation easement is a restriction on your land that says it can never be developed in certain ways. When you create

Now’s a good time to review your beneficiary designations

Did you know that your will does not determine who gets your IRA or your 401(k) account when you die? That’s right – these accounts are “non-probate” assets, which means they’re not covered by your will. Instead, they will generally go to whatever person you named as the beneficiary when you set up the account. Similarly, your will doesn’t determine who gets your life insurance – that will go to the named beneficiary on the policy.

Have you picked the right person as your executor or trustee?

Before you name someone as an executor or a trustee in your will – or before you agree to be an executor or a trustee – it’s a good idea to review exactly what responsibilities are involved. These are serious jobs, and sometimes people don’t give enough thought to which person should be chosen. Often, people simply name a spouse, a child, or a family friend. This might seem like a logical choice, and the person

We found out after buying our Waltham property that the title wasn’t clear.

Additional Information: How do I know if I have a claim? We paid for a title search/insurance, but found out after buying our Waltham property that the title was never clear. After we moved to MA and moved in, we received a certified letter in the mail stating that our property had been auctioned off for back taxes and would no longer be ours if we did not pay over two years worth of back taxes,

Scams against the elderly: Know the danger signs

News of yet another investment scam is alarming enough, but when the victim is elderly, the crime seems especially offensive. Senior citizens are a favorite target of con artists for a variety of reasons. Here are some popular schemes to look out for. Scams take many forms, but those involving gold and precious metals are especially problematic right now. Buying gold is trendy, and it can appeal to a senior’s desire for tangible security. Naturally, scammers

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Beliveau Law Group

November 2011