Lantz Law Inc

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Estate Planning Services
Assistance with Living Trusts, Wills (simple & complex), Powers of Attorney, Living Wills, Irrevocable Trusts, Family Limited Partnerships, and Charitable Giving.

When Loved Ones Pass Away
Probate Assistance, Trust Administration, and Probate Litigation.

Assistance in pre-planning the handling of a client's affairs in the event they become disabled before passing away.

Business Succession Planning, Small Business Planning, and Lawsuit and Asset Protection.

Elder Law & Medicaid Services
Helping clients qualify for government benefits legally and ensuring their estates are preserved in the process.

Estate Planning for the GLBT Community
Guidance and assistance with Living Trusts, Health Care Powers of Attorney, and Asset Distribution.

Planning for Those With Special Needs
Assistance in creating plans with disabled family members in mind.

Financial Planning Assistance
Helping clients preserve their wealth and achieve their long-term financial goals.

Thank you for visiting the Estate Planning Information Center for North Dartmouth, Massachusetts, brought to you by Lantz Law, Inc.. We are estate planning attorneys based in North Dartmouth, MA whose mission is to provide residents of North Dartmouth and surrounding areas with quality estate planning resources. When you visit or call our office, we want you to feel comfortable discussing such an important issue concerning both you and your family. We want to arm you with the information you need to make an informed decision about your family's future.

American Academy of Estate Planning Attorneys Recognized by Money Magazine Again

Carolyn Bigda’s article “Rethink Your Legacy” in the June issue of Money Magazine explores the five questions you should be asking regarding your estate. The article recommends the American Academy’s website, www.aaepa.com, as a source to find a qualified estate planning attorney. The Associate Director of Education at the Academy, Steve Hartnett, was also interviewed in the article and lent his expertise to one of the five questions. This is the fifth mention of finding a quality attorney on the American Academy’s members list by Money Magazine in the last 21 issues.

The American Academy of Estate Planning Attorneys was recommended in the January 2009 Consumer Reports Money Adviser newsletter. The article How to Avoid Inheritance Feuds focuses on techniques for avoiding conflict after a loved one passes away. The article recommends using the American Academy of Estate Planning Attorneys as a source for selecting a qualified estate planning attorney. The article also warned consumers to be explicit in their will in order to avoid disagreements. Other advice included deciding what is fair for each heir versus just dividing assets evenly and to keep everyone in your family informed of decisions beforehand.
Consumer Reports Money Adviser is an independent, non-profit newsletter that offers expert advice.

Robert Armstrong, President of the American Academy of Estate Planning Attorneys, was interviewed by Money Magazine senior writer Penelope Wang for her article " A Midlife Money Checkup" in the March 2008 Issue. The article was part of the Cover Story "A Boomer's Guide to Financial Freedom" that included multiple articles focusing on financial trends, aging well and other issues Baby Boomers are facing today. This is the third mention of the American Academy of Estate Planning by Money Magazine in the last seven issues.

The "Midlife Money Checkup" is a nine-step test that highlights questions Boomer's should be asking themselves at this point in their lives. Mr. Armstrong's expertise in estate planning was highlighted in question five, "Is your estate plan in order?" Make sure you don't have to ask yourself that question by meeting with a qualified attorney.

Katherine Lantz co-authors book entitled Total Wealth Management

Attorney Katherine T. Lantz, an authority on the topic of Estate Planning and Asset Protection, has co-authored a book with well-known author Gordon K. Williamson. They offer their best advice for those needing to consider how your financial planning works with or against your estate planning. Katherine recommends that consumers no longer leave their planning in someone else's hands; instead, individuals need to actively participate in their own financial security.

Joint Tenancy - Joint Problems
Joint tenancy avoids probate and seems like a simple solution. Howver, adding a joint tenant adds all sorts of unforeseen problems.

The Top 10 Things to Know About Estate Planning
Many people are often confused by Estate Planning. Here is a list of the top things to know about Estate Planning.

Estate Planning Update
The Alert examines legislation pending in Congress which would extend 2009's $3.5 million applicable exclusion. The Alert goes on to discuss how the Service is handling estate and gift tax audits.
To download the referenced report Description and Analysis of Alternative Wealth Transfer Tax System, use the link below.
Description and Analysis of Alternative Wealth Transfer Tax System Report: http://www.house.gov/jct/x-22-08.pdf

Article on Family Caregivers
The Sunday, September 9, 2007 issue of Parade magazine contains an article by Gail Sheehy on family caregiving. It will recount some of her own experiences as a spousal caregiver to her husband.

Critical New Privacy Regulations Impact You and Every Member of Your Family
In April 2003 the U.S. Department of Health and Human Services issued final regulations regarding the privacy provisions of the Health Insurance Portability and Accountability Act, commonly known as "HIPAA."

Contact us to request a free, no obligation consultation.

Estate Planning Seminars View our schedule of upcoming free estate planning seminars.

Your Estate Matters Newsletter
The Your Estate Matters newsletter is an easy-to-understand, multi-topic newsletter that will provide you with quality information and up-to-date articles on various estate and tax planning subjects.

These reports, published by the American Academy of Estate Planning Attorneys, are published periodically and cover a wide range of subjects specific to the estate planning arena.

What's Your Estate Planning IQ?
When it comes to estate planning, we've come a long way from the days when the pioneers scrawled hand-written wills on the backs of paper bags. Take a moment to complete the AAEPA Estate Planning I.Q. Quiz and find out your E.P.I.Q.

Sound off on issues of importance to estate planning consumers, and see what others have to say.