[Hidden-tech] estate planning reference?

Jan Werner jwerner at jwdp.com
Thu Oct 23 08:57:35 EDT 2014


Having recently been executor for the estates of several relatives, I 
strongly suggest using someone who specializes in estate work.  There 
are just too many details that a non-specialist might overlook but that 
can cause problems when it is too late to do anything about them.

My personal recommendation would be Virginia Smith, at Parese, Sabin, 
Smith & Gold, LLP in Pittsfield for a Massachusetts estate.

Jan Werner
______________

Bauer Adam wrote:
>
>
>
>
>
> Hi all,
> I am seeking referrals for a good estate planner-type person—savvy with
> basic will, health care proxies, durable power of attorney kind of stuff.
>
> don’t need a rocket scientist, no complicated trusts or major heavy
> lifting—but they need to know their stuff, and preferably be reasonably
> priced.
>
> I have people looking in the Boston area too, but I think there must be
> someone more Valley-local who can do excellent quality work at a more
> reasonable rate…
>
> thank you!
> adam
>
>
> DharmaBoutique.com <http://DharmaBoutique.com>
> Sensual & Sacred Treasures
>        राम राम
>
>
>
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