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Trump Tax Reform

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Fegreus & Broderick, LLP

21 Custom House Street, Suite 480
Boston, Massachusetts 02110
t: (617) 737-9100 | f: (617) 737-9123
info@fegreuslaw.com

Many people assume their will controls all of thei Many people assume their will controls all of their assets—but that is not always the case.

Assets with valid beneficiary designations typically transfer directly to the named beneficiary, regardless of what a will says. If those designations are outdated or inconsistent with the overall estate plan, assets may pass in unintended ways.

Regular reviews help ensure beneficiary designations align with current goals and circumstances.

If you have questions about how your assets will transfer, we would be glad to speak with you.
Purchasing a home is often one of the most signifi Purchasing a home is often one of the most significant financial decisions a person makes.

How title is held can affect probate exposure, survivorship rights, and estate planning outcomes. These decisions are often made quickly—but can have long-term consequences.

If you recently purchased property or plan to, we’re happy to discuss planning considerations.
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