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[Blog Post - JAN] Estate Planning for Elderly Parents: A Complete Guide for Families | Scheduled 04.07.26

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[Blog Post - JAN] Estate Planning for Elderly Parents: A Complete Guide for Families | Scheduled 04.07.26

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Most families wait too long to plan with aging parents. By the time health declines, options narrow.

Our latest guide walks you through the conversation: what to ask, which documents matter, and how to coordinate care, finances, and legacy planning.

Read the full guide:

https://jordanwhitellc.com/estate-planning-for-elderly-parents

#estateplanning #estateplan #alwaysgrowing #planningforagreatlife

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Jordan White LLC | Estate Planning & Real Estate Lawyer

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Estate Planning for Elderly Parents: A Complete Guide for Families - Jordan White LLC | Estate Planning & Real Estate Lawyer

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Caring for aging parents? This guide to estate planning for elderly parents helps families protect assets and honor their loved ones’ wishes.

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[Post - JAN] Revocable or Irrevocable Trust? | Scheduled 03.31.26

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[Post - JAN] Revocable or Irrevocable Trust? | Scheduled 03.31.26

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Revocable trusts give you flexibility. You can change beneficiaries, add assets, or dissolve the trust anytime. But they don't protect assets from creditors or Medicaid.

Irrevocable trusts lock in your plan. You give up control, but gain asset protection and potential estate tax benefits.

The right choice depends on whether you prioritize flexibility or protection. Schedule a Great Life Discovery Session to explore which trust fits your goals.

Call (978) 744-2811 or visit jordanwhitellc.com

#planningforagreatlife #alwaysgrowing #revocabletrust #irrevocabletrust

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[Post - JAN] Is Transferring a Deed Really That Simple? | Scheduled 04.02.26

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[Post - JAN] Is Transferring a Deed Really That Simple? | Scheduled 04.02.26

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Transferring a deed in Massachusetts requires more than a signature. You need a title search, lender approval (if there's a mortgage), accurate legal descriptions, and proper recording.

Miss one step and you could face ownership disputes, title defects, or delays when you try to sell.

Planning a deed transfer? We prepare, review, and record deeds correctly the first time.

Call (978) 744-2811 or visit jordanwhitellc.com

#planningforagreatlife #deeds #massachusetts #estateplanning #alwaysgrowing

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[Post - JAN] Can Probate Mistakes Cost You Personally? | Scheduled 03.20.26

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[Post - JAN] Can Probate Mistakes Cost You Personally? | Scheduled 03.20.26

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Executors in Massachusetts are personally liable for probate mistakes. Miss a creditor deadline, file the wrong paperwork, or distribute assets incorrectly—and you could face a claim against you personally.

Probate is technical. The court expects accuracy. One missed step can delay the estate for months and expose you to disputes.

Serving as executor? We guide personal representatives through every filing, deadline, and distribution.

Call (978) 744-2811 or visit jordanwhitellc.com

#probate #probatehelp #legalcounsel #alwaysgrowing #planningforagreatlife

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[Post - JAN] Success Stories | Scheduled 03.18.26

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[Post - JAN] Success Stories | Scheduled 03.18.26

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We are truly thankful for this thoughtful review and for the trust placed in Jordan & White. Providing clear communication, transparency, and dependable guidance throughout every transaction is always our priority.

Our goal is to offer practical solutions and peace of mind at every step of the planning process. We are honored to help our clients move forward with confidence.

Thank you for choosing our firm. If you are ready to create or update your estate plan, our team is here to help. 🫱🏼‍🫲🏻

📞(978) 744-2811

🌐https://jordanwhitellc.com/essential-estate-planning-tips

#massachusettsestate #estateplanning #clientreview #feedback #alwaysgrowing #planningforagreatlife

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[Reel Post - JAN] Thinking About a Living Trust? | Scheduled 03.10.26

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[Reel Post - JAN] Thinking About a Living Trust? | Scheduled 03.10.26

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A living trust lets your family skip probate entirely. No court filings. No public record. No months-long delays.

We explain how it works in 30 seconds. 🎥

Thinking about a trust? Start with our Estate Planning Launch Pad to organize your information, then schedule a Great Life Discovery Session.

Call (978) 744-2811 or visit jordanwhitellc.com/essential-estate-planning-tips

#estateplanning #livingtrust #trustplanning #alwaysgrowing #planningforagreatlife

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[Post - JAN] Focus on What Actually Matters — Title Insurance | Scheduled 03.06.26

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[Post - JAN] Focus on What Actually Matters — Title Insurance | Scheduled 03.06.26

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Most people think the type of deed determines their protection when buying property. It doesn't.

In Massachusetts, title insurance is what protects you from liens, boundary disputes, or defects in the chain of title—not the deed itself.

The deed transfers ownership. Title insurance protects that ownership.

Whether you receive a quitclaim deed (standard in Greater Boston) or a warranty deed (more common in Western Massachusetts), your real protection comes from the title policy—and from having an attorney review the title before closing.

Buying or selling property? Make sure your title is clear and your protection is solid.

Call (978) 744-2811 or visit jordanwhitellc.com

#planningforagreatlife #alwaysgrowing

#massachusettsrealestate #titleinsurance #realestate

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[NL Blog Post - JAN] New Year, New Plan: Estate Planning Resolutions for 2026

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[NL Blog Post - JAN] New Year, New Plan: Estate Planning Resolutions for 2026

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[Blog Post - DEC] 10 Life-Changing Benefits of Estate Planning You Shouldn’t Overlook | Scheduled 01.14.26

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[Blog Post - DEC] 10 Life-Changing Benefits of Estate Planning You Shouldn’t Overlook | Scheduled 01.14.26

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Estate planning is not just about paperwork. It is about protecting your family, your privacy, and your peace of mind at every stage of life. Whether you own a home, have children, run a business, or simply want your wishes honored, a thoughtful plan can be truly life changing.

Our latest blog breaks down 10 powerful benefits of estate planning and explains how the right approach helps you stay in control, reduce stress, and plan with confidence.

👇🏼 Read the full blog to learn why estate planning matters more than you think and how it can help you plan for a great life.

https://jordanwhitellc.com/estate-planning-benefits/

#estateplanning #blog #estateplan #legaltips #alwaysgrowing #planningforagreatlife

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Jordan White LLC | Estate Planning & Real Estate Lawyer

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10 Life-Changing Benefits of Estate Planning You Shouldn’t Overlook - Jordan White LLC | Estate Planning & Real Estate Lawyer

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Estate planning offers more than asset protection. Discover 10 powerful benefits that can bring peace of mind and long-term security.

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[Carousel Post - DEC] Success Stories | Scheduled 01.12.26

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[Carousel Post - DEC] Success Stories | Scheduled 01.12.26

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We are truly grateful for this kind review and the trust our clients placed in Jordan & White. Helping families feel confident, informed, and supported throughout the estate planning process is always our goal.

From the first consultation to signing day, we are proud to provide clear guidance, thoughtful planning, and responsive communication every step of the way.

Thank you for allowing us to be part of your future planning. If you are ready to start your own estate plan, we are here to help. 🫱🏼‍🫲🏻

📞(978) 744-2811

🌐https://jordanwhitellc.com/essential-estate-planning-tips

#massachusettsestate #estateplanning #clientreview #feedback #alwaysgrowing #planningforagreatlife

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[Post - DEC] Can a Probate Lawyer Save You Time and Stress? | Scheduled 01.09.25

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[Post - DEC] Can a Probate Lawyer Save You Time and Stress? | Scheduled 01.09.25

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Could working with a probate lawyer make estate administration smoother? Legal guidance can help personal representatives meet deadlines, comply with court requirements, and avoid costly mistakes. ⚖️

Whether the estate is large, contested, or lacks a will, having professional support can make a meaningful difference.

If you are responsible for administering an estate, schedule a discovery session with Jordan & White today to learn how we can assist every step of the way.

📞(978) 744-2811

🌐https://jordanwhitellc.com/essential-estate-planning-tips

#probatehelp #probate #estatelawyer #alwaysgrowing #planningforagreatlife

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[Post - DEC] What Happens to Assets Not in Your Trust? | Scheduled 01.07.26

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[Post - DEC] What Happens to Assets Not in Your Trust? | Scheduled 01.07.26

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Do you know what becomes of assets that were never placed into your living trust? A pour-over will captures those assets and transfers them into the trust after death.

This approach helps keep your estate out of public court records and supports faster, more organized distribution to beneficiaries.

Planning ahead can make all the difference. Schedule a discovery session to review your trust and will strategy today. 🏠

📞(978) 744-2811

🌐https://jordanwhitellc.com/essential-estate-planning-tips

#wills #estateplanning #estateattorney #alwaysgrowing #planningforagreatlife

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[Reel Post - DEC] Probate, Explained Simply | Scheduled 01.05.26

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[Reel Post - DEC] Probate, Explained Simply | Scheduled 01.05.26

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Probate can feel confusing, especially while you are grieving a loss.

Understanding what goes through probate and what does not can make a difficult process feel more manageable.

If you are facing probate administration, Jordan & White is here to help shoulder the legal burden so you can focus on your family.

Contact us today to learn how we can support you through every step. 🫱🏻‍🫲🏼

📞(978) 744-2811

🌐https://jordanwhitellc.com/essential-estate-planning-tips

#probatelawyer #probate #alwaysgrowing #planningforagreatlife

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[Post - DEC] Can an Irrevocable Trust Protect What Matters Most? | Scheduled 12.30.25

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[Post - DEC] Can an Irrevocable Trust Protect What Matters Most? | Scheduled 12.30.25

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Can the right trust help safeguard your assets while supporting the people you care about? By placing assets into an irrevocable trust, families can reduce estate exposure and help maintain eligibility for important benefits. 🏠⚖️

Because the trust owns the assets, they are generally harder for creditors to reach and easier to manage responsibly for beneficiaries.

If asset protection is part of your planning goals, contact Jordan & White to explore your options and take the next step with confidence.

📞(978) 744-2811

🌐https://jordanwhitellc.com/essential-estate-planning-tips

#estateplanning #trusts #trusttalktuesdays #estateplan #alwaysgrowing #planningforagreatlife

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[NL Blog Post] Wills vs. Trusts: Which One Makes Sense for You? | Scheduled 12.26.25

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[NL Blog Post] Wills vs. Trusts: Which One Makes Sense for You? | Scheduled 12.26.25

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Not sure whether you need a will, a trust, or both? You are not alone. Estate planning can feel overwhelming, but understanding the difference between these two key tools can make the process much easier.

In our latest blog, we break down what each option does under Massachusetts law and how to choose the right fit for your family.

Read the full guide here 👇🏼

https://jordanwhitellc.com/wills-vs-trusts

#estateplanning #wills #trusts #massachusettslaw #planningforagreatlife #alwaysgrowing

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Jordan White LLC | Estate Planning & Real Estate Lawyer

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Wills vs. Trusts: Which One Makes Sense for You? - Jordan White LLC | Estate Planning & Real Estate Lawyer

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Wills and trusts serve different purposes. Find out which estate planning tool makes the most sense for your unique situation.

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[Post - DEC] Happy Holidays | Scheduled 12.18.25

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[Post - DEC] Happy Holidays | Scheduled 12.18.25

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As the year comes to a close, we’re doing something a little different - on purpose.

Thursday, December 18, 2025 will be our last business day of the year, as our team heads into our annual retreat on Friday and then a planned year-end closure.

We close for the final weeks of the year because we believe great work requires rest, reflection, and intention. It’s a way to reward a team that gives their best all year long, to create space to recharge, and to make sure we return ready to serve our clients with clarity and energy in the new year.

Clients with urgent matters will still be able to reach us during this time, and we’ll be back in full on January 5, 2026.

It may not be traditional in our profession, and that’s exactly the point. Taking care of our team is how we take great care of our clients.

We’re grateful for the trust placed in us this year and look forward to everything ahead.

https://jordanwhitellc.com/essential-estate-planning-tips

#happyholidays #grateful #estateplanning #alwaysgrowing #planningforagreatlife

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12.15.25 - Jordan & White - Happy Holidays (1)

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[Blog Post - NOV] Top Questions to Ask Your Estate Planning Attorney | Scheduled 12.15.25

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[Blog Post - NOV] Top Questions to Ask Your Estate Planning Attorney | Scheduled 12.15.25

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Before choosing an estate planning attorney, it helps to know the right questions to ask. From verifying their experience with wills and trusts to understanding how they handle Massachusetts tax laws, the details matter.

Our latest blog breaks down the most important questions to ask before you hire, so you can feel confident that your plan protects your family and reflects your wishes.

Read the full guide to prepare for your estate planning consultation. 👇🏼

https://jordanwhitellc.com/questions-to-ask-estate-planning-attorney

#estateplanning #legalguidance #estateattorney #alwaysgrowing #planningforagreatlife

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Jordan White LLC | Estate Planning & Real Estate Lawyer

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Top Questions to Ask Your Estate Planning Attorney - Jordan White LLC | Estate Planning & Real Estate Lawyer

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Meeting with an estate planning attorney? Ask these key questions to ensure your plan protects your assets and honors your wishes.

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[Post - NOV] What Does a Personal Representative Actually Do During Probate? | Scheduled 12.19.25

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[Post - NOV] What Does a Personal Representative Actually Do During Probate? | Scheduled 12.19.25

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Curious what a personal representative really handles once probate begins? From validating the will to paying debts and distributing assets, there’s a long list of legal and financial responsibilities that must be done in the right order.

Working with an attorney can make the process smoother by ensuring every detail, from creditor notices to tax filings, is handled properly.

Let Jordan & White guide you through probate with clarity and confidence. Schedule a discovery session today. ⚖️

📞(978) 744-2811

https://jordanwhitellc.com/probate-administration

#probate #estatelawyer #massachusettslaw #alwaysgrowing #planningforagreatlife

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[Blog Post - OCT] Common Estate Planning Mistakes That Can Cost You | Scheduled 12.12.25

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[Blog Post - OCT] Common Estate Planning Mistakes That Can Cost You | Scheduled 12.12.25

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Are you confident your estate plan would protect your family the way you intend?

Even small mistakes in planning can lead to big problems later, from tax issues to court delays and disputes.

Our blog explains the most common estate planning errors and how to avoid them, including why regular updates, clear instructions, and the right legal guidance matter.

👉🏼Read the full article and learn how to protect your legacy:

https://jordanwhitellc.com/estate-planning-mistakes-to-avoid

#alwaysgrowing #planningforagreatlife #estateplan #massachusettslawfirm #blog

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Jordan White LLC | Estate Planning & Real Estate Lawyer

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Common Estate Planning Mistakes That Can Cost You - Jordan White LLC | Estate Planning & Real Estate Lawyer

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Avoid costly estate planning mistakes. Learn the most common errors and how to protect your assets and loved ones in Massachusetts.

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[Post - NOV] What Is a Living Trust? | Scheduled 12.10.25

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[Post - NOV] What Is a Living Trust? | Scheduled 12.10.25

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Ever wondered what a living trust actually is? It is a trust you create while you are still alive, allowing you to name beneficiaries and often avoid the long probate process after you pass away. This can save your loved ones months of waiting.

A living trust lawyer can help you choose the right trust for your needs, including revocable, irrevocable, special needs, or Medicaid protection trusts. Each serves a different purpose and offers unique benefits. ⚖️

Creating a living trust is a powerful step toward protecting your assets and ensuring your wishes are honored. 🛡️

Thinking about adding a living trust to your estate plan? Let’s talk.

📞(978) 744-2811

https://jordanwhitellc.com/living-trust

#livingtrust #estateplanning #trusts #alwaysgrowing #planningforagreatlife

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[Blog Post - OCT] Essential Estate Planning Tips Everyone Should Know | Scheduled 12.08.25

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[Blog Post - OCT] Essential Estate Planning Tips Everyone Should Know | Scheduled 12.08.25

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Do you know what would happen to your home, bank accounts, or even your family photos if something unexpected happened tomorrow? 🤔

A little planning today can save your loved ones from confusion, court delays, and stress later.

This article breaks down the important steps to protect what matters most, from creating a will and trust to planning for long-term care and digital assets.

Read the full blog start building your plan today:

https://jordanwhitellc.com/essential-estate-planning-tips

#alwaysgrowing #planningforagreatlife #estateplanning #massachusettslaw

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Jordan White LLC | Estate Planning & Real Estate Lawyer

# data[].attributes.attachment_link.title
Essential Estate Planning Tips Everyone Should Know - Jordan White LLC | Estate Planning & Real Estate Lawyer

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Get peace of mind with smart estate planning. Discover essential tips to protect your assets and support your loved ones in Massachusetts.

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[Post - NOV 27] Happy Thanksgiving | Scheduled 11.27.25

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[Post - NOV 27] Happy Thanksgiving | Scheduled 11.27.25

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This Thanksgiving, we’re grateful for the families who trust us to help protect what matters most. 🍂

At Jordan & White we’re honored to guide our clients through every stage of planning with clarity, care, and compassion.

Wishing you and your loved ones a happy, peaceful Thanksgiving filled with gratitude and joy.🦃

🌐jordanwhitellc.com

#happythanksgiving #gratitude #estateplanning #massachusettslaw

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[Post - NOV] How Can a Lawyer Help When Creating a Will? | Scheduled 12.08.25

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[Post - NOV] How Can a Lawyer Help When Creating a Will? | Scheduled 12.08.25

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Wondering what value a wills attorney actually brings to the table? A lawyer can make sure your will is legally binding, clear, and structured to avoid family disputes or challenges in court.

They can also help simplify probate, advise on trusts, and make sure your beneficiaries are protected from unintended financial consequences.

Partner with Jordan & White for experienced guidance in building a solid, stress-free estate plan. ✍🏼

📞(978) 744-2811

https://jordanwhitellc.com/wills-lawyer

#willattorney #estateplanning #estateplan #alwaysgrowing #planningforagreatlife

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[Post - NOV] Success Stories | Scheduled 12.04.25

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[Post - NOV] Success Stories | Scheduled 12.04.25

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We’re grateful to receive kind words like these from clients who trust us with their family’s estate planning needs. At Jordan & White, every plan is personal, and every client matters.

Thank you for letting us be part of your family’s story. 🫱🏻‍🫲🏼

Schedule a discovery session to learn more about our estate planning services.

📞(978) 744-2811

🌐jordanwhitellc.com

#estateplanning #clientreview #testimonial #alwaysgrowing #planningforagreatlife

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[Post - NOV] What Happens to Your Living Trust When You Pass Away? | Scheduled 12.02.25

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[Post - NOV] What Happens to Your Living Trust When You Pass Away? | Scheduled 12.02.25

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Do you know what happens to your living trust after you’re gone? When you pass away, your revocable trust automatically becomes irrevocable, and the trustee must begin the process of administering it.

Setting it up correctly now helps your loved ones avoid probate, reduce stress, and carry out your wishes without delay.

Plan ahead with Jordan & White and make sure your trust works exactly as intended. 🫱🏻‍🫲🏼

📞(978) 744-2811

https://jordanwhitellc.com/living-trust

#trustadministration #estateplanning #livingtrust #trusttalktuesday #alwaysgrowing #planningforagreatlife

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[Reel Post - NOV] Do You Really Need an Estate Administration Attorney? | Scheduled 11.26.25

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[Reel Post - NOV] Do You Really Need an Estate Administration Attorney? | Scheduled 11.26.25

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Administering an estate can feel like navigating a maze of paperwork, deadlines, and legal terms. Even a simple mistake can delay closure or create family tension.

At Jordan & White, we help executors and families stay compliant with Massachusetts law, handle probate filings, resolve disputes, and finalize estates efficiently. Our goal is to simplify the process and give you peace of mind during a difficult time.

Let our team guide you every step of the way. Schedule a discovery session. 💼

📞(978) 744-2811

https://jordanwhitellc.com/estate-administration-in-massachusetts

#estatelaw #probate #massachusettslaw #legalhelp #alwaysgrowing #planningforagreatlife

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[NL Blog Post - OCT] Keeping It Great: October Is the Perfect Time to Check In

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[NL Blog Post - OCT] Keeping It Great: October Is the Perfect Time to Check In

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October is National Estate Planning Awareness Month.

It’s the perfect time to check in and make sure your estate plan still fits your life today. Because estate planning isn’t a one-time task; it’s an ongoing act of care for you and the people you love.

At Jordan & White, we call it Keeping It Great, a rhythm of small, intentional updates that keep your plan current, clear, and aligned with your wishes.

Take a moment this October to protect your Great Life.

https://jordanwhitellc.com/estate_planning_update

#estateplanning #legaltips #estateattorney #blog

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Jordan White LLC | Estate Planning & Real Estate Lawyer

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Did you know that October is National Estate Planning Awareness Month?

It's the perfect reminder that estate planning isn't a one-time event; it's an ongoing act of care for yourself and the people you love.

At Jordan & White, we believe the most important part of estate planning happens after the ink dries. We call that phase Keeping It Great, a rhythm of small updates that ensure your estate plan evolves alongside your life.

And there's no better time than October to make it a priority.

📅 Why National Estate Planning Awareness Month Matters

Launched to encourage more Americans to create and maintain an estate plan, this national awareness campaign underscores a critical truth:
Too many families face unnecessary legal costs, delays, and conflict-simply because the estate plan was never created or kept up-to-date.
Your estate plan is more than paperwork. It's your voice-carried forward when you can't speak for yourself. Keeping it current means your voice remains clear, confident, and aligned with your wishes.

🍁 Why October Works So Well

October offers a natural pause point; an ideal time to step back and reflect:

You're back in your routine. Summer is over, school is back in session, and life is settling into rhythm.

You've got runway. There's time before the holidays to make thoughtful updates and have important family conversations.

It's a great tax strategy moment. For families with gifting, charitable, or trust-related plans, fall is the sweet spot before year-end deadlines hit.

🔁 What Does It Mean to "Keep It Great"?

Estate plans can go stale-fast. Life moves, laws change, and assets shift. That's why we encourage every client to revisit their estate plan at least every 2 to 3 years.

Our Great Life Check-In includes:

✅ Reviewing beneficiary designations

✅ Confirming trustees, guardians, and agents are still right

✅ Ensuring accounts and property are correctly titled

✅ Spotting red flags from tax or law changes

✅ Updating your legacy instructions or charitable intentions

Even small changes can make a big difference in protecting your loved ones.

🔍 Have Life's Big Moments Changed Your Plans?

Life rarely stays still. When major events happen, they often affect how your estate plan should look. If any of these sound familiar, an update might be due:

Marriage or divorce

The birth or adoption of a child or grandchild

A large change in income, inheritance, or retirement plans

A move to another state or country

Health changes for a chosen Personal Representative or Devisee

Each of these moments can shift your priorities, who receives what, who's in charge, and how your wishes are carried out.

A new spouse or child needs to be named, and a move outside Massachusetts can make older documents less effective.

The Keeping It Great process ensures your estate plan reflects your life as it is now, not as it was when you first signed it.

🚀 Ready to Take the First Step?

This October, celebrate Estate Planning Awareness Month by taking action:

📄 Download our free Estate Planning Launch Pad to get started

🧭 Book a Great Life Check-In -a no-pressure review with our team

📞 Have questions? We're just a call away and happy to help

Let's make sure your estate plan keeps up with your Great Life.

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Keeping It Great: October Is the Perfect Time to Check In - Jordan White LLC | Estate Planning & Real Estate Lawyer

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Fall is ideal for reviewing your estate plan. Learn why October is the perfect time to make updates before year-end changes take effect.

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[Post - OCT] Success Stories | Scheduled 11.04.25

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[Post - OCT] Success Stories | Scheduled 11.04.25

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We appreciate our clients’ trust and feedback. 🫱🏻‍🫲🏼

At Jordan & White, LLC professionalism and personalized service are at the core of everything we do. We are honored to help clients plan with clarity and confidence.

Contact our office to learn how we can assist with your estate planning or legal needs.

📞(978) 744-2811

🌐jordanwhitellc.com

#alwaysgrowing #planningforagreatlife #clientfeedback #estatelawyer #clientreview

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[Reel Post - OCT] Is an Irrevocable Trust Right for You? | Scheduled 10.30.25

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[Reel Post - OCT] Is an Irrevocable Trust Right for You? | Scheduled 10.30.25

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Did you know that trusts can do far more than just pass on assets? 🏛️

Irrevocable trusts are powerful tools that can protect your property from creditors, reduce taxes, and even help you qualify for long-term care benefits.

At Jordan & White, we create customized trusts designed around your unique goals and family needs. You might be surprised by what the right trust can accomplish. 💼

Schedule a discovery session to learn how we can help you build lasting protection for your future.

📞(978) 744-2811

https://jordanwhitellc.com/irrevocable-trusts

#alwaysgrowing #planningforagreatlife #estateplanning #trusts #irrevocabletrust

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[Post - OCT] How Are Trusts Useful in Estate Planning? | Scheduled 10.28.25

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[Post - OCT] How Are Trusts Useful in Estate Planning? | Scheduled 10.28.25

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Ever wondered what makes a trust such a powerful part of an estate plan?

A trust can help your loved ones avoid probate, reduce estate taxes, and ensure your assets are distributed exactly the way you want. It can even support special needs beneficiaries or fund charitable causes close to your heart.

Planning ahead now can save your family time, money, and stress later. ⏳

Contact us today to learn how a trust can work for you.

📞(978) 744-2811

https://jordanwhitellc.com/trust-lawyer-serving-the-north-shore-of-massachusetts

#alwaysgrowing #planningforagreatlife #estateplanning #trusts #trusttalktuesday

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10.07.25  - Jordan & White - How Are Trusts Useful in Estate Planning (1)

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[Post - OCT] Do All Estates Go Through Probate? | Scheduled 10.24.25

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[Post - OCT] Do All Estates Go Through Probate? | Scheduled 10.24.25

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Curious if every estate has to go through probate? 💡

Not all do. Certain assets like life insurance policies, trust property, and jointly owned real estate can pass directly to beneficiaries without the court process. However, most estates with significant assets will still need formal probate to settle debts and confirm inheritance.

Understanding which assets are subject to probate can save time and prevent confusion for your loved ones.

Contact us for help navigating the probate process. 💼

📞(978) 744-2811

https://jordanwhitellc.com/probate-administration

#alwaysgrowing #planningforagreatlife #probatelawyer #estatelaw #legalguidance

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[Post - OCT] We Can Help You Plan for the Future | Scheduled 10.22.25

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[Post - OCT] We Can Help You Plan for the Future | Scheduled 10.22.25

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Are you looking for guidance to protect what matters most and plan ahead with confidence? 🏡

At Jordan & White, LLC we help individuals and families build secure futures through personalized estate planning, real estate support, and probate administration.

Whether you are buying a home, creating a trust, or settling an estate, our team is here to guide you every step of the way.

Contact us today to schedule a discovery session and start planning your next step.

📞(978) 744-2811

🌐jordanwhitellc.com

#alwaysgrowing #planningforagreatlife #estateplanning #realestatelaw #probate

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[Post - OCT 20] Estate Planning Awareness Week | Scheduled 10.20.25

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[Post - OCT 20] Estate Planning Awareness Week | Scheduled 10.20.25

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What would happen to your family if the unexpected occurred tomorrow? 💭

Estate planning is not just about documents. It is about protecting the people you love most. A well-prepared plan can secure your home, provide for your children, and ensure your healthcare wishes are followed.

This Estate Planning Awareness Week, take time to protect your family’s future with a plan you can trust.

Learn how Jordan & White, LLC can help you create one. Schedule a discovery session today.

📞(978) 744-2811

https://jordanwhitellc.com/contact

#alwaysgrowing #planningforagreatlife #estateplanningawarenessweek #familyprotection #estatelawyer

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[Post - SEPT] A Trust Without Assets is Just a Binder | Scheduled 10.10.25

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[Post - SEPT] A Trust Without Assets is Just a Binder | Scheduled 10.10.25

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Think a trust automatically protects your family? Not quite. Without proper funding, your assets may still go through probate.

We’ll help you title assets, update beneficiaries, and make your plan work.

Schedule a discovery session today.

📞(978) 744-2811

🌐jordanwhitellc.com

#estateplanning #trustfunding #avoidprobate #planningforagreatlife #alwaysgrowing

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[Blog Post - SEPT] Why You Need a Will: Protect Your Family and Assets | Scheduled 10.07.25

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[Blog Post - SEPT] Why You Need a Will: Protect Your Family and Assets | Scheduled 10.07.25

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A will is the cornerstone of an estate plan that protects your loved ones, controls how your assets are handled, and helps you avoid confusion, conflict, and unnecessary court intervention. 📄

Read our blog and learn why a will still matters and what it can (and cannot) do.

https://jordanwhitellc.com/why-you-need-a-will

#estateplanning #massachusettslaw #willplanning #planningforagreatlife #alwaysgrowing

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Jordan White LLC | Estate Planning & Real Estate Lawyer

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Why You Need a Will: Protect Your Family and Assets - Jordan White LLC | Estate Planning & Real Estate Lawyer

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Discover why having a will matters. Protect your family, secure your assets, and provide clarity for loved ones with this important legal step.

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[Probate Q&A Fridays Post - SEPT] When Probate Is Necessary | Scheduled 10.03.25

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[Probate Q&A Fridays Post - SEPT] When Probate Is Necessary | Scheduled 10.03.25

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Probate is the court process used to move someone’s assets to their family or heirs after they die. It’s usually required when the person who passed away owned something in their name only—with no trust, no joint owner, and no named beneficiary.

This includes:

🏦 Solely owned property or bank accounts

🏡 Real estate in the deceased’s name

⚖️ Disputes or contested wills

Probate can be stressful, especially when there’s disagreement in the family or the estate is large.

We’re here to help you make sure everything is handled the right way, so your assets end up where they belong

📞(978) 744-2811

https://jordanwhitellc.com/is-probate-necessary

#estateplanning #probate #trusts #planningforagreatlife #alwaysgrowing

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[Post - SEPT]  Trust Talk Tuesdays: What Happens When a Trust Lacks Funding? | Scheduled 09.30.25

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[Post - SEPT]  Trust Talk Tuesdays: What Happens When a Trust Lacks Funding? | Scheduled 09.30.25

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An unfunded trust is like a car without fuel, it looks good but it won’t get you anywhere. Without funding:

• Probate avoidance disappears
• Asset management during incapacity fails
• Privacy is lost

Make your plan work as intended. Don’t leave your trust empty.

Contact us to start with a discovery session.

https://jordanwhitellc.com/why-funding-your-trust-matters

#estateplanning #trusttalktuesday #probatelawyer #massachusettslaw #planningforagreatlife #alwaysgrowing

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[Testimonial Post - SEPT] Success Stories | Scheduled 09.26.25

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[Testimonial Post - SEPT] Success Stories | Scheduled 09.26.25

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At Jordan & White LLC, our friendly and knowledgeable team is always here to answer every question now and in the future.

Contact us to start with a discovery session.

📞(978) 744-2811

🌐jordanwhitellc.com

#review #legalcounsel #estateplanning #estateplanninglawyer #planningforagreatlife #alwaysgrowing

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[Post - SEPT] Sharing Knowledge Beyond the Courtroom | Scheduled 09.24.25

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[Post - SEPT] Sharing Knowledge Beyond the Courtroom | Scheduled 09.24.25

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Looking for a practical, engaging speaker for your next event?

Attorney Jonathan White brings warmth, clarity, and humor to complex legal topics like estate planning, probate, and business formation. Whether speaking to clients, financial professionals, or industry groups, Jonathan helps audiences plan for a great life with actionable insights, real-life stories, and a plain-English approach to the law.

Jonathan regularly presents to professional organizations, networking groups, and community audiences, with popular sessions like “Everything You Wanted to Know About Probate (But Were Afraid to Ask).”

Interested in booking Jonathan for your next event or webinar? Contact us today to schedule a speaking engagement.

📞(978) 744-2811

https://jordanwhitellc.com/speaking-engagements

#estateplanning #lawyertalk #legal #planningforagreatlife #alwaysgrowing

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[Blog Post - SEPT]  Why a Simple Will May Not Be Enough to Protect Your Estate | Scheduled 09.19.25

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[Blog Post - SEPT]  Why a Simple Will May Not Be Enough to Protect Your Estate | Scheduled 09.19.25

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Think your estate plan is “done” once you sign a will? Not quite. A will alone may not protect everything you’ve worked for.

Here’s what you should know about wills and what else you may need for lasting peace of mind. 👇🏻

https://jordanwhitellc.com/simple-will-may-not-protect-your-estate

#estateplanning #willandtrust #assetprotection #planningforagreatlife #alwaysgrowing

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Jordan White LLC | Estate Planning & Real Estate Lawyer

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Why a Simple Will May Not Be Enough to Protect Your Estate - Jordan White LLC | Estate Planning & Real Estate Lawyer

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A simple will may not fully protect your estate. Learn the risks and why additional planning tools might be necessary in Massachusetts.

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[Post - SEPT] Estate Planning That Puts Life First | Scheduled 09.15.25

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[Post - SEPT] Estate Planning That Puts Life First | Scheduled 09.15.25

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Estate planning is about caring for your family and designing the life you want. Thoughtful planning helps protect your loved ones, create more freedom in your day-to-day life, and guarantee your wishes are honored.

Let’s make sure your plans support not just your future, but the life you want to live today.

Reach out to start your personalized estate plan.

📞(978) 744-2811

https://jordanwhitellc.com/contact

#estateplanning #lifedesign #massachusettslaw #planningforagreatlife #alwaysgrowing

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[Post - AUG]  From Courtroom Battles to Creating Family Peace | Scheduled 9/11/2025 

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[Post - AUG]  From Courtroom Battles to Creating Family Peace | Scheduled 9/11/2025 

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Attorney Jonathan White started his legal career in the courtroom—fighting battles after things had already gone wrong. Over time, he became the go-to real estate closer and probate fixer, untangling complicated messes for families in crisis.

But after years of stepping in after the damage was done, he saw a better way.

That shift led him to estate planning—a chance to help families stay out of court, prevent conflict, and take control of their future.

Today, Jonathan works with clients to build thoughtful, values-based plans that protect what matters most—offering peace of mind, clarity, and confidence for whatever comes next.

Ready to plan ahead instead of looking back?

Start with a Discovery Session.

📞(978) 744-2811

https://jordanwhitellc.com/#estatePlanning

#meettheteam #estateplanning #alwaysgrowing #planningforagreatlife

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[Reel Post - AUG] Quote  | Scheduled 9/8/2025

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[Reel Post - AUG] Quote  | Scheduled 9/8/2025

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Estate planning is about taking care of the people you love.

When everything is clearly written down, your family doesn’t have to guess or make hard decisions in stressful moments. It’s one of the kindest things you can do for them, a lasting way to show you care.

If you’ve been meaning to get started, now’s the time.

Contact us, we’re here to make the process simple and thoughtful from start to finish.

📞(978) 744-2811

https://jordanwhitellc.com/contact

#estateplanning #planwithpurpose #willandtrust #alwaysgrowing #planningforagreatlife

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[Post - AUG] Does Marriage Override an Existing Trust? | Scheduled 9/4/2025

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[Post - AUG] Does Marriage Override an Existing Trust? | Scheduled 9/4/2025

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Getting married changes plenty, from your daily routine to the way state law views your property. But many couples never stop to ask: Do wedding vows rewrite earlier estate documents, like a trust?

This article breaks down how Massachusetts handles a pre-marriage trust, when a spouse might still claim part of the assets, and how careful planning can help avoid unpleasant surprises. ⬇️

https://jordanwhitellc.com/does-marriage-override-a-trust

#estateplanning #trustplanning #massachusettslaw #assetsprotection

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Jordan White LLC | Estate Planning & Real Estate Lawyer

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Does Marriage Override an Existing Trust? - Jordan White LLC | Estate Planning & Real Estate Lawyer

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Does marriage affect an existing trust? Learn how marriage may impact trust terms, beneficiary rights, and estate plans in Massachusetts.

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[Post - AUG] Testimonial | Scheduled 9/1/2025

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[Post - AUG] Testimonial | Scheduled 9/1/2025

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We’re truly glad to receive the feedback from our clients.

Being recognized for our dedication, legal know-how, and genuine care for our clients is why we do what we do.

Thank you for trusting Jordan & White LLC, we’re honored to be part of your journey. ⚖️

📞(978) 744-2811

🌐jordanwhitellc.com

#review #estateplanning #estateplanninglawyer #planningforagreatlife #alwaysgrowing

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[Probate Q&A Fridays Post - AUG]  What Actually Happens During Probate? | Scheduled 8/29/2025

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[Probate Q&A Fridays Post - AUG]  What Actually Happens During Probate? | Scheduled 8/29/2025

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⚖️Probate is the legal process of settling someone’s estate after they pass. It involves gathering assets, paying off debts, and distributing what’s left to the rightful heirs, all under court supervision.

It can take months, but good planning can ease the process for your loved ones.

Want to make things simpler for your family? Contact us to start planning today.

📞(978) 744-2811

https://jordanwhitellc.com/#probate

#FAQ #probate #estateplanning #willandtrust

#alwaysgrowing #planningforagreatlife

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[NL Blog Post - AUG] Is an Irrevocable Trust the Right Move for Protecting Your Assets? | Scheduled 8/27/2025

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[NL Blog Post - AUG] Is an Irrevocable Trust the Right Move for Protecting Your Assets? | Scheduled 8/27/2025

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If you live in Massachusetts and worry about protecting what you've worked hard for, you're not alone.

You’ve spent years building your home, your savings, your assets, and it makes sense to want to protect them.

With the rising costs of long-term care, the risk of lawsuits, and potential creditors, more families are planning ahead to safeguard what matters most.

Curious how a trust can help protect your home, savings, or other assets?

Read our latest blog to learn more:

👉🏻 https://jordanwhitellc.com/is-irrevocable-trust-right-for-you

#massachusettslaw #estateplanning #trustlawyer #longtermcareplanning #alwaysgrowing #planningforagreatlife

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Jordan White LLC | Estate Planning & Real Estate Lawyer

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Is an Irrevocable Trust the Right Move for Protecting Your Assets? - Jordan White LLC | Estate Planning & Real Estate Lawyer

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Thinking about asset protection? Learn how an irrevocable trust works and whether it’s the right choice for your estate plan in Massachusetts.

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[Post - AUG]  Trust Talk Tuesdays: Your Trust Is Only Half Done If It’s Not Funded | Scheduled 8/26/2025

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[Post - AUG]  Trust Talk Tuesdays: Your Trust Is Only Half Done If It’s Not Funded | Scheduled 8/26/2025

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Creating a trust is a smart move, but it only works if it’s properly funded.

That means retitling key assets (like your home or accounts) into the name of the trust. If you skip this step, those assets could still end up in probate.

We help make sure nothing’s left out so your trust actually protects what matters. ✅

Schedule your consultation.

📞(978) 744-2811

https://jordanwhitellc.com/trust-lawyer-serving-the-north-shore-of-massachusetts

#trusttalktuesday #estateplanning #trustfunding #avoidprobate #alwaysgrowing #planningforagreatlife

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[Post - JULY] Love Looks Like an Estate Plan | Scheduled 8/21/2025

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[Post - JULY] Love Looks Like an Estate Plan | Scheduled 8/21/2025

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No one wants to talk about wills or healthcare decisions. It feels heavy. But we’ve seen what happens when families don’t have a plan—the confusion, the stress, the second-guessing in moments already filled with grief.

Estate planning is one of the kindest, clearest gifts you can give your loved ones. It’s about helping your family navigate the hardest days with clarity and confidence.

Start small. Ask the questions.

Your future self—and your family—will thank you.

📞(978) 744-2811

https://jordanwhitellc.com/#estatePlanning

#estateplanning #massachusettslaw #legaltips #planningforagreatlife #alwaysgrowing

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06.20.25 - Jordan & White - Love Looks Like an Estate Plan

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[Post - JULY] Legal Knowledge, Real Conversations | Scheduled 8/18/2025

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[Post - JULY] Legal Knowledge, Real Conversations | Scheduled 8/18/2025

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From guiding business owners in webinars to helping families at local events, attorney Jonathan White is bringing estate planning conversations to the forefront.

At Jordan & White, we’re on a mission to make trusts, wills, and planning strategies clear, relatable, and accessible—because peace of mind should never be out of reach.

We’re not just drafting documents—we’re building a stronger, more informed community.

(Want Jonathan to speak at your next event? Drop us a message!)🤝🏻

📞(978) 744-2811

https://jordanwhitellc.com/contact

#estateplanning #lawyertalk #networking #planningforagreatlife #alwaysgrowing

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06.20.25   - Jordan & White - Legal Knowledge, Real Conversations

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[Reel Post - JULY] Estate Plan Funding | Scheudled 8/14/2025 

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[Reel Post - JULY] Estate Plan Funding | Scheudled 8/14/2025 

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Created an estate plan? Great. But is it funded?

Without proper funding, your plan might not work when it matters most.

✔️ Title assets correctly
✔️ Update beneficiaries
✔️ Avoid probate

Schedule your funding review now.

📞(978) 744-2811

https://jordanwhitellc.com/#estatePlanning

#estateplanning #massachusettslaw #trustfunding #estateplanfunding #planningforagreatlife #alwaysgrowing

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06.20.25 - Jordan & White - Estate Plan Funding (1)

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[Post - JULY] Planning for a Great Life | Scheduled 8/11/2025

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[Post - JULY] Planning for a Great Life | Scheduled 8/11/2025

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At Jordan & White, we believe true peace of mind starts with a solid plan. Whether you're preparing for the future or protecting your legacy, estate planning is a powerful step toward living, and leaving, a great life.

Zeal. Integrity. Gratitude. Growth. These are the values that guide every client relationship we build. ⚖️

Start planning today so tomorrow is just how you imagined.

📞(978) 744-2811

https://jordanwhitellc.com

#estateplanning #massachusettslawfirm #estateplan #planningforagreatlife #alwaysgrowing

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06.20.25 - Jordan & White -  Planning for a Great Life

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[Post - AUG] August Is for Peace of Mind Planning | Scheduled 8/8/2025

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[Post - AUG] August Is for Peace of Mind Planning | Scheduled 8/8/2025

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August is National Make-A-Will Month, a reminder that peace of mind starts with a plan. 📝

Creating a will isn’t just about legal documents, it’s about taking care of your people. Knowing your wishes are written down brings a sense of relief you can’t put a price on.

Let’s make that plan together.

📞(978) 744-2811

https://jordanwhitellc.com/contact

#makeawillmonth #estateplanning #peaceofmind #willandtrust #alwaysgrowing #planningforagreatlife

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[Post - JULY] Testimonial Post | Scheduled 8/7/2025

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[Post - JULY] Testimonial Post | Scheduled 8/7/2025

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It’s always our goal to be patient, thorough, and kind, especially during tough times.

Thank you for trusting our team at Jordan & White to walk with you through the estate planning process, even from out of state.

📞(978) 744-2811

🌐jordanwhitellc.com

#review #estateplanning #estateplanninglawyer #danverslawyer #planningforagreatlife #alwaysgrowing

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06.20.25 -  Jordan & White - Success Stories

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[Post - JULY] Align What You Have With What Matters Most | Scheduled 8/4/2025

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[Post - JULY] Align What You Have With What Matters Most | Scheduled 8/4/2025

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Estate planning isn’t just about what you leave behind. It’s about how you live right now.

It helps you align your money, your goals, and your values to support the life you want and the legacy you hope to leave.

Whether it’s family, causes, or future peace of mind, your plan should reflect what matters most.

Let’s build it together.

📞(978) 744-2811

🌐jordanwhitellc.com

#estateplanning #lifedesign #purposefulplanning #massachusettslawyer #planningforagreatlife #alwaysgrowing

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06.20.25 - Jordan & White - Align What You Have With What Matters Most 

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[Post - JULY] Time for a Will Check-In | Scheduled 7/31/2025

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[Post - JULY] Time for a Will Check-In | Scheduled 7/31/2025

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A legacy isn’t built in a day. It grows with you.

Bought a home? Welcomed a grandchild? Got a promotion?
If life has changed, your Will might need a quick update too.

📅 Let’s check in and make sure your plan still fits your future.

📞(978) 744-2811

https://jordanwhitellc.com/contact

#estateplanning #massachusettslaw #planningforagreatlife #alwaysgrowing

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06.20.25 - Jordan & White - Time for a Will Check-In

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[Blog Post - JUNE] Is a Lawyer Required to Create a Legal Will in Massachusetts? | Scheduled 7/28/2025

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[Blog Post - JUNE] Is a Lawyer Required to Create a Legal Will in Massachusetts? | Scheduled 7/28/2025

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📝 If you’re thinking about writing a will in Massachusetts, you might wonder: Do I need a lawyer to make it valid?

The good news: state law allows you to create your own will, but only if you follow specific legal requirements.⚖️

In this article, we’ll explain when a will is legally valid, common mistakes to avoid, and when it might be wise to seek legal help to make sure your wishes are properly documented.🛡️

https://jordanwhitellc.com/do-you-need-a-lawyer-to-make-a-will

#estateplanning #massachusettslaw #wills #blog #planningforagreatlife #alwaysgrowing

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Jordan White LLC | Estate Planning & Real Estate Lawyer

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If you're thinking about writing a will in Massachusetts, you might wonder-do I need a lawyer to make it valid? The good news: state law allows you to create your own will, but only if you follow specific legal requirements.

At Jordan & White, LLC, we help individuals across Massachusetts navigate estate planning with confidence and clarity. In this article, we'll explain when a will is legally valid, common mistakes to avoid, and when it might be wise to seek legal help to ensure your wishes are properly documented.

Drafting Your Own Will: Is It Possible?

Massachusetts allows individuals to produce a valid will on their own, as long as they meet the legal standards set by state law. You must be at least 18 years of age, be of sound mind, and create a written document clearly stating your final decisions. The will must be signed by you and witnessed by two people, neither of whom should benefit from the will.

Many people turn to online do-it-yourself platforms and preprinted "fill-in-the-blank" legal kits, hoping for a quick, budget-friendly solution. These tools let you assemble documents on your schedule and can help you address basic goals, like naming beneficiaries or designating a personal representative (also referred to as an executor in some places). You might also see sample health care proxy forms or simple trusts tacked onto these kits.

It is wise to recognize that a home-made will must still comply with all essential legal criteria. If you omit even one portion, such as signatures in the presence of witnesses, your will might fail to hold up in probate court. Even so, the accessibility of do-it-yourself methods appeals to many households whose estates are straightforward.

Potential Pitfalls of DIY Wills

Before moving further, it is helpful to note that imposing no legal requirement to hire a will attorney does not mean a do-it-yourself path is free of hazards. Mistakes that appear minor on paper can be costly once the will enters probate. Below are a few issues that can arise.

Lack of Legal Wording and Clarity

A will loaded with confusing or imprecise language can provoke disputes. If your directions are misread or contradictory, the court may invalidate sections of the document. Even minor oversights can cause unintended transfers of property or trigger familial disagreements, leading to drawn-out legal proceedings.

Failure to Address All Assets

Property that remains unmentioned or overlooked in your will may pass in ways you never intended. Some testators forget assets such as digital accounts, intellectual property, or certain retirement funds. Skipping these items may leave close relatives without the resources you assumed they would receive.

Improper Execution

Many do-it-yourself wills falter because they are not signed or witnessed correctly. In Massachusetts, you must sign your will in front of two disinterested witnesses who also must sign. If these steps are mishandled, the entire document might be ruled invalid under Massachusetts General Laws regarding wills and estates.

Being aware of these pitfalls is helpful. Still, it can be tough to anticipate the complexities that might appear over the course of drafting your estate plan, especially when you have certain family concerns or a high-value estate.

When to Seek Legal Counsel for Will Creation

While some people feel comfortable drafting a simple will themselves, other situations call for guidance from a qualified attorney. Let's consider scenarios where meeting with an estate lawyer is strongly suggested.

Complex Asset Structures

When you own several properties, have business interests, or hold assets across multiple states, professional advice can streamline your will's design. Handling multi-jurisdictional property and business shares often requires more than a basic template. Massachusetts also has an estate tax threshold, so strategies to reduce tax burdens might be vital for larger estates.

Blended Families and Unique Circumstances

Households that include stepchildren, planned disinheritances, or family members with ongoing care needs benefit from personalized legal input. An attorney can help spell out your bequests to reduce the chance of later quarrels or confusion.

Concern Over Will Contests

A family member may challenge your decisions. An attorney can help by adding clear language and documenting the reasons behind your distributions. This is especially important if you anticipate anyone disputing your mental capacity or fairness in the will.

Massachusetts Estate Tax Considerations

Massachusetts imposes an estate tax on estates that surpass the state exemption threshold. If you anticipate your estate's value exceeding this limit, an attorney's help is likely a smart idea. Strategies to reduce or avoid taxes-while remaining lawful-often involve creating trusts or leveraging lifetime transfers in the right manner.

These scenarios underscore the value of professional estate guidance. Although no law says you must hire a lawyer, you may find it prudent if your situation is anything but simple.

The Role of a Probate Attorney

Even a well-crafted will typically passes through probate. In Massachusetts, this court-supervised proceeding is governed by statutes that often require formal notice, creditor notifications, and filing paperwork with the probate court. Under Massachusetts General Laws Chapter 192, ensuring your will is valid is only the first step; the personal representative you named will also need to follow the correct probate procedure.

A probate lawyer can serve as a valuable ally for your chosen representative. The attorney can file documents on time, oversee creditor payments, handle final tax matters, and distribute assets. If your will was drafted correctly, the probate process might move more smoothly, but legal counsel can still help ensure deadlines are met and details are not overlooked.

Ensure Your Family's Future: Contact Jordan & White, LLC Today

Protecting what matters to you should be straightforward and personalized. Feel free to call us at 978-744-2811 or visit our Contact Us page to get started. At Jordan & White, LLC, we work closely with individuals and families who want the most secure plan for their loved ones.

Whether you need a basic will or more advanced estate planning solutions, we stand ready to help. We put your wishes first, guiding you through each stage so that your hard-earned property goes exactly where you want it to go.

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Do I Need a Lawyer to Make a Will? - Jordan White LLC | Estate Planning & Real Estate Lawyer

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Do you need a lawyer to make a will in Massachusetts? Learn when legal help is recommended and what's required to create a valid will.

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[Post - JUNE] Guiding You Through Life’s Toughest Decisions | Scheduled 7/24/2025

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[Post - JUNE] Guiding You Through Life’s Toughest Decisions | Scheduled 7/24/2025

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I’ve been through the estate planning process—not just as a lawyer, but as a family member navigating hard decisions during a difficult time. I know what it feels like to be in that moment, wishing things were clearer, simpler, more guided. That’s why I do what I do.

At Jordan & White, we help you plan for a great life—and prepare for life’s hardest moments with clarity and compassion. My job is to make those decisions a little easier, and to make sure your plan gives peace of mind when it matters most.🤝

📞(978) 744-2811

jordanwhitellc.com/contact

#estateplanning #legalcounsel #danverslawyer #planningforagreatlife #alwaysgrowing

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05.16.25  - Jordan & White - Guiding You Through Life’s Toughest Decisions

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[Blog Post - JUNE] Do All Estates Have to Go Through Probate in Massachusetts? | Scheduled 7/21/2025

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[Blog Post - JUNE] Do All Estates Have to Go Through Probate in Massachusetts? | Scheduled 7/21/2025

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Have you ever found yourself wondering if the house or financial accounts of a deceased loved one must be handled through probate court? We know these questions can weigh heavily when you’re already facing loss.

In this blog, we’ll talk about when probate is required and when it might be avoided. ⬇️

https://jordanwhitellc.com/do-all-estates-go-through-probate

#probate #estateplanning #massachusettslaw #legalhelp #probatecourt #planningforagreatlife #alwaysgrowing

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Jordan White LLC | Estate Planning & Real Estate Lawyer

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Do All Estates Have to Go Through Probate in Massachusetts? - Jordan White LLC | Estate Planning & Real Estate Lawyer

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Do all estates go through probate in Massachusetts? Learn when probate is required, what assets may avoid it, and how the process works.

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[Post  JULY] One Step Deeper into My Great Life | Published 6/24/2025

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[Post  JULY] One Step Deeper into My Great Life | Published 6/24/2025

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Back in 2019, when I first started defining what a great life looked like for me, I scribbled down “swim with great white sharks.” It felt bold. Adventurous. It also felt like something cool I could one day do with my oldest son, our resident marine biologist.

Fast forward to today, and while that goal still gets my heart racing, I’ve come to see it for what it really is: not a lifetime goal, but a meaningful step toward two of my bigger Great Life pillars—being a great father and being a great adventurer.

Last weekend, I earned my Open Water Diver certification after some early-morning shore dives at Back Beach in Rockport. The water was cold, the gear was heavy, and I was tired—still I felt completely alive.

Why? Because the goal was never really about sharks. It was about connection.

It was about being a great father—cultivating deep, lasting relationships with my kids that go beyond food, shelter, and school pick-ups.  My oldest son and I have always shared a love for the ocean—and now, we get to explore it together in a whole new way.

And it was about being a great adventurer—someone who’s energetic, open to new experiences, and embraces the unknown.

The scuba gear is just the uniform. The real story is the life I’m building in it.

Let’s dive deeper, friends.

#MyGreatLife #AlwaysGrowing #ScubaCertified #FatherhoodGoals #AdventureAwaits #SunriseDives

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06.17.25 - Jordan & White - One Step Deeper into My Great Life

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Wishing you a joyful and safe 4th of July filled with celebration, great food, and time well spent with loved ones! 🎆

https://jordanwhitellc.com

#4thofjuly #independenceday #USA #planningforagreatlife #alwaysgrowing

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[Carrousel Post - JUNE] 4 Typical Custodians of an Original Will | Scheduled 7/17/2025 

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[Carrousel Post - JUNE] 4 Typical Custodians of an Original Will | Scheduled 7/17/2025 

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When the time comes, finding the original will shouldn't be a mystery. Here’s where it’s usually kept in Massachusetts:

👤 The Testator (Will Maker)

⚖️ Estate Planning Attorney

🏛️ Probate and Family Court

👪 Other Designated Individuals

Taking care of things now means less stress for your loved ones later. Don’t leave them wondering.

📞(978) 744-2811

jordanwhitellc.com/who-keeps-the-original-copy-of-a-will

#estateplanning #massachusettslaw #wills #trusts #probatecourt #planningforagreatlife #alwaysgrowing

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05.16.25 - Jordan & White -  4 Typical Custodians of an Original Will (1)

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[Post - JUNE] Your Probate Checklist: 5 Key Responsibilities of an Executor | Scheduled 7/14/2025

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[Post - JUNE] Your Probate Checklist: 5 Key Responsibilities of an Executor | Scheduled 7/14/2025

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Being named an executor or estate administrator? Here’s what you may need to do:

📝 Inventory assets

📣 Notify creditors and heirs

💰 Pay debts and taxes

📄 Distribute assets

📊 File a final report

Need help with probate? Contact us today

📞(978) 744-2811

jordanwhitellc.com/probate-administration

#executor #probate #estatelawyer #wills #planningforagreatlife #alwaysgrowing

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05.15.25 - Jordan & White - Your Probate Checklist

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[Reel Post - JUNE] 4 Safekeeping and Storage Options for Your Original Will | Scheduled 7/10/2025

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[Reel Post - JUNE] 4 Safekeeping and Storage Options for Your Original Will | Scheduled 7/10/2025

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Planning ahead means more than just writing your will, it’s also about where you keep it. 🔐

Here are four smart options:

🏠 Home Safe

🏦 Bank Safe Deposit Box

⚖️ Attorney’s Office

💻 Online Storage

Balance security with accessibility, your future self (and loved ones) will thank you.

jordanwhitellc.com/who-keeps-the-original-copy-of-a-will

#estateplanning #wills #legaltips #planningforagreatlife #alwaysgrowing

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05.16.25 - Jordan & White - 4 Safekeeping and Storage Options for Your Original Will

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[Post - JUNE] Success Stories | Scheduled 7/7/2025

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[Post - JUNE] Success Stories | Scheduled 7/7/2025

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We're grateful for the kind words from our recent client who trusted us with their estate planning needs.

Estate planning can feel confusing, but with a knowledgeable team and a clear, efficient process, it doesn’t have to be.

Thank you for trusting us.

📞(978) 744-2811

🌐jordanwhitellc.com

#clientappreciation #estateplanning #estateplanninglawyer #danverslawyer #planningforagreatlife #alwaysgrowing

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05.16.25  -  Jordan & White - Success Stories (1)

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[Post - JUNE] Skip the Courtroom: Assets That Bypass Probate | Scheduled 7/3/2025

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[Post - JUNE] Skip the Courtroom: Assets That Bypass Probate | Scheduled 7/3/2025

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Did you know not everything has to go through probate?

✅ Jointly owned property with survivorship

✅ Assets in a trust

✅ Accounts with named beneficiaries

These can pass directly to beneficiaries, no court process needed.

Planning ahead makes a big difference. Contact us.

📞(978) 744-2811

jordanwhitellc.com/probate-administration

#trustlawyer #estateplanning #probate #inheritance #planningforagreatlife #alwaysgrowing

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05.16.25  - Jordan & White - Skip the Courtroom

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[Post - MAY] Get Your Free Temporary Delegation of Powers Form Today | Scheduled 6/30/2025

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[Post - MAY] Get Your Free Temporary Delegation of Powers Form Today | Scheduled 6/30/2025

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Get Your Free Temporary Delegation of Powers Form

Peace of mind when you can’t be there.

Use our free Temporary Delegation of Powers of Parents form to ensure your child is cared for by someone you trust—whether you’re traveling, deployed, or facing an emergency.

✔️ Appoint a trusted temporary guardian

✔️ Ensure stability in your child’s daily life

✔️ Be prepared for the unexpected

https://jordanwhitellc.com/temporary-delegation

#estateplanning #parenting #guardianship #alwaysgrowing #planningforagreatlife

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04.03.25 - Jordan & White - Get Your Free Temporary Delegation of Powers Form

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[Post - MAY] When Probate Is Unnecessary: Assets That Bypass the Process | Scheduled 6/26/2025

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[Post - MAY] When Probate Is Unnecessary: Assets That Bypass the Process | Scheduled 6/26/2025

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Some assets bypass the probate process entirely. ⚖️ This includes jointly owned assets with survivorship rights and items with named beneficiaries, like retirement accounts or life insurance policies. 💰

If someone passes away holding property jointly with a spouse, those assets often transfer automatically, no court needed.

📞(978) 744-2811

https://jordanwhitellc.com/informal-probate-in-massachusetts

#probate #estateplanning #jointassets #retirementaccounts #lifeinsurance #alwaysgrowing #planningforagreatlife

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04.03.25 - Jordan & White - When Probate Is Unnecessary

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[Blog Post - MAY] Estate Planner or Financial Planner? Which Do You Need? | Scheduled 6/23/2025

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[Blog Post - MAY] Estate Planner or Financial Planner? Which Do You Need? | Scheduled 6/23/2025

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Thinking about the future can be tough, but making smart decisions now can reduce stress later. 🧠💭

Wondering if you need an estate planner or a financial planner to protect your assets, provide for your family, or secure long-term stability? 🤔

Understanding the roles of each professional can help you decide which one—or both—is the right fit for your needs. 🔍 Read our blog to learn more:

https://jordanwhitellc.com/estate-planner-vs-financial-planner

#estateplanning #financialplanning #probate #realestate #massachusetts #assets #alwaysgrowing #planningforagreatlife

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Jordan White LLC | Estate Planning & Real Estate Lawyer

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Estate Planner or Financial Planner? - Jordan White LLC | Estate Planning & Real Estate Lawyer

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Do you need an estate planner or a financial planner? Understand their unique roles and how they help protect your wealth and legacy in Danvers, MA.

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[Carousel Post - MAY] The Informal Probate Process: A Step-by-Step Guide | Scheduled 6/19/2025

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[Carousel Post - MAY] The Informal Probate Process: A Step-by-Step Guide | Scheduled 6/19/2025

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Settling a loved one’s estate doesn’t always mean going to court. In Massachusetts, informal probate offers a quicker, simpler option, if certain conditions are met.

🔍 Here’s a quick step-by-step:

1️⃣ Make sure informal probate is allowed.
2️⃣ Gather documents: will, death certificate, court forms.
3️⃣ Send legal notice (mpc 551) to all heirs.
4️⃣ File with the Probate Court.
5️⃣ Wait for magistrate approval.
6️⃣ Appoint a personal representative to manage the estate.
7️⃣ Close the estate when all tasks are complete.

Need legal help? Contact Us

📞(978) 744-2811

https://jordanwhitellc.com/informal-probate-in-massachusetts

#probate #estateplanning #massachusettslaw #informalprobate #legalhelp

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03.04.25 - Jordan & White - 5 Step Guide The Informal Probate Process

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[Blog Post - MAY] Who Holds the Original Will? Safekeeping & Storage | Scheduled 6/16/2025

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[Blog Post - MAY] Who Holds the Original Will? Safekeeping & Storage | Scheduled 6/16/2025

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Have you ever wondered who holds the original copy of your will once it’s signed? A valid will helps carry out your final wishes and limits stress for loved ones. ✍️

In this article, we explain who typically maintains possession of a will in Massachusetts and show you various ways to store it securely. 🔐 Our hope is to keep everything straightforward so you can protect your wishes and spare loved ones any guesswork.

https://jordanwhitellc.com/who-keeps-the-original-copy-of-a-will

#estateplanning #realestate #probate #massachusetts #wills #legalhelp #alwaysgrowing #planningforagreatlife

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Jordan White LLC | Estate Planning & Real Estate Lawyer

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Who Holds the Original Will? Safekeeping & Storage - Jordan White LLC | Estate Planning & Real Estate Lawyer

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Who holds the original will? Learn the best practices for safekeeping, who should store it, and how to ensure it’s accessible when needed in Danvers, MA.

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[Post - JUNE] The Success Partner Podcast **CANCELED**

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[Post - JUNE] The Success Partner Podcast **CANCELED**

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🎙️ Attorney Jonathan White joined The Success Partner Podcast with Daya Naef to share his journey from litigator to estate planner and how personal experience reshaped his mission.

He covers:

✅ Estate planning insights
✅ Lessons from launching his firm
✅ The power of gratitude journaling
✅ Aligning personal growth with professional success

A must-listen for attorneys, entrepreneurs, and growth-minded pros.

🎧 Tune in now and be inspired

https://www.youtube.com/watch?v=HIPXfHlItWk

#thesuccesspartnerpodcast #estateplanning #personalgrowth #entrepreneurs #alwaysgrowing #planningforagreatlife

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From Litigation to Legacy: Jonathan White on Estate Planning and the Power of Gratitude

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[Post - MAY] Success Stories | Scheduled 5/29/2025

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[Post - MAY] Success Stories | Scheduled 5/29/2025

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We are grateful for the opportunity to assist our wonderful clients in updating their deeds. 🏡

Our team goes above and beyond to explain every detail and make sure that our clients are always pointed in the right direction.

Thank you for trusting us with your legal needs.

📞(978) 744-2811

🌐https://jordanwhitellc.com

#clientappreciation #estateplanning #estateplanninglawyer #clienttrust #salemlawfirm #planningforagreatlife #alwaysgrowing

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04.03.25 -  Jordan & White - Success Stories

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[Reel Post - MAY] Zeal. Integrity. Gratitude. Growth. | Scheduled 5/27/2025

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[Reel Post - MAY] Zeal. Integrity. Gratitude. Growth. | Scheduled 5/27/2025

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At Jordan & White, LLC, we’re here to protect your present and help you plan for the future with personalized estate planning services. 📝

Whether you're buying, selling, or managing probate and trust administration, we’re here to support you through it all. 🏡

Let’s make your journey forward stress-free and successful.

📞(978) 744-2811

🌐https://jordanwhitellc.com

#estateplanning #realestate #trustadministration #alwaysgrowing #planningforagreatlife

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04.03.25 - Jordan & White - Zeal. Integrity. Gratitud. Growth (1)

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[Post - MAY] Massachusetts Laws vs. Your Wishes: The Importance of a Will | Scheduled 5/22/2025

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[Post - MAY] Massachusetts Laws vs. Your Wishes: The Importance of a Will | Scheduled 5/22/2025

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Dying without a will can lead to unwanted surprises.

Massachusetts intestate laws may divide your property against your wishes.

A will gives you control over who gets what. 📜

Take the first step and talk to an estate planning attorney today.

📞(978) 744-2811

https://jordanwhitellc.com/wills-lawyer

#estateplanning #wills #massachusettslaw #familymatters #alwaysgrowing #planningforagreatlife

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03.04.25  - Jordan & White - Massachusetts Laws vs. Your Wishes

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[Post - APRIL] Podcast: Practical Applications for AI in Your Law Practice with Jonathan White | Scheduled 5/19/2025

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[Post - APRIL] Podcast: Practical Applications for AI in Your Law Practice with Jonathan White | Scheduled 5/19/2025

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Attorney Jonathan White explores the exciting world of AI in the legal field on the latest episode of Counsel To Counsel with Stephen Seckler: Practical Applications for AI in Your Law Practice. 🎙️

If you're looking to stay ahead of the curve and learn how AI can streamline your legal practice, this is a must-listen. 🎧

Attorney White shares actionable insights and real-world applications that can elevate your practice to the next level. 🤖⚖️

👉 Listen now and discover how AI can revolutionize your approach to law:

Website: https://counseltocounsel.libsyn.com/episode-152-practical-applications-for-ai-in-your-law-practice-with-jonathan-white

Apple Podcast: https://podcasts.apple.com/us/podcast/counsel-to-counsel-career-advice-for-lawyers/id1344814079

Spotify: https://open.spotify.com/episode/7thSs8nQTsLcKPHZdyiy2i?si=4YpBMW6BRk--HH_fAPC4Xw&nd=1&dlsi=7945fb32ed1b47e3

#legaltech #aiinlaw #estateplanning #podcast #ai

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04.08.25 - Jordan & White - Practical Applications for AI in Your Law Practice with Jonathan White (3)

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[Blog Post - APRIL] Is a Living Trust Right for You? Benefits to Consider for Your Estate Plan | Scheduled 5/15/2025 

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[Blog Post - APRIL] Is a Living Trust Right for You? Benefits to Consider for Your Estate Plan | Scheduled 5/15/2025 

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Looking to protect your assets, bypass probate, reduce taxes, or qualify for Medicaid? A living trust might be the perfect solution for you.

At our law firm, it’s one of the most popular estate planning tools.

Curious if it’s the right fit for your needs? Check out our latest blog post to learn more.📝

https://jordanwhitellc.com/revocable-trust-benefits

#estateplanning #revocablelivingtrust #probate #medicaid #massachusettslaw #alwaysgrowing #planningforagreatlife

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Jordan White LLC | Estate Planning & Real Estate Lawyer

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Is a Living Trust Right for You? Benefits to Consider for Your Estate Plan - Jordan White LLC | Estate Planning & Real Estate Lawyer

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Planning for the future can feel overwhelming, but with the right tools, your legacy and loved ones are secure. At Jordan & White, LLC, we guide families

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[Video Post - APRIL] Residential Real Estate Probate Specialist Certification Class Pt 10 | Scheduled 5/12/2025 

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[Video Post - APRIL] Residential Real Estate Probate Specialist Certification Class Pt 10 | Scheduled 5/12/2025 

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In this last session of our Residential Real Estate Probate Specialist Certification Class, we talk about formal probate: you file your documents, receive a citation, and after the return date, you can go back to court to request the process be completed. 🏛️⏳

Every court moves at its own pace, so knowing the steps is key. 📜⚖️

🎥 Watch now and master the probate process.

📞(978) 744-2811

https://jordanwhitellc.com

#realestate #probate #realtors #realestatelaw #professionaldevelopment #certification #realestateeducation #alwaysgrowing #planningforagreatlife

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[Post - APRIL]  Why Most People Choose a Living Trust for Estate Planning | Scheduled 5/8/2025

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[Post - APRIL]  Why Most People Choose a Living Trust for Estate Planning | Scheduled 5/8/2025

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A living trust helps you manage your assets during your lifetime and protects your estate after you pass.

Many choose to act as their own trustee and appoint a successor to step in if needed, making sure their intentions are followed without a hitch.

Take the steps now to plan ahead.

📞(978) 744-2811

https://jordanwhitellc.com/living-trust-advantages-disadvantages

#livingtrust #estateplanning #successionplanning #assetmanagement #alwaysgrowing #planningforagreatlife

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01.13.25 - Jordan & White - Why Most People Choose a Living Trust for Estate Planning

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[Post - APRIL] Estate Planning Without Children: What Every Couple Should Know | Scheduled 5/5/2025

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[Post - APRIL] Estate Planning Without Children: What Every Couple Should Know | Scheduled 5/5/2025

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As a childless couple, you may face unique challenges when it comes to estate planning. Even without children to provide for, you still have a legacy to protect. 💼

Your partner, your loved ones, and the causes you care about all depend on your thoughtful planning. ❤️

👉Check out our blog for advice and tips.

https://jordanwhitellc.com/estate-planning-without-children

#estateplanning #coupletips #partners #financialplanning #planningahead #alwaysgrowing #planningforagreatlife

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Jordan White LLC | Estate Planning & Real Estate Lawyer

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Estate Planning Without Children: What Every Couple Should Know - Jordan White LLC | Estate Planning & Real Estate Lawyer

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As a childless couple, you may face unique challenges when it comes to estate planning. Even without children to provide for, you still have a legacy to

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We’re glad to hear our clients’ experiences with us. We prioritize your peace of mind. All your questions are answered promptly by our dedicated team.💼

Though estate planning may be new to many, we make sure you feel comfortable every step of the way as you learn and grow. 🏡

Thank you for trusting us with your future.

📞(978) 744-2811

🌐https://jordanwhitellc.com

#clientappreciation #estateplanning #estateplanninglawyer #clienttrust #satisfiedclient #planningforagreatlife #alwaysgrowing

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02.11.25 - Jordan & White - Success Stories

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[Video Post - APRIL 28] Residential Real Estate Probate Specialist Certification Class Pt 9 | Scheduled 4/28/2024

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[Video Post - APRIL 28] Residential Real Estate Probate Specialist Certification Class Pt 9 | Scheduled 4/28/2024

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📢 Part 9 of our Residential Real Estate Probate Specialist Certification Class is here. 🏡

In this session, we explore the value of probate real estate services and why investing in professional help can make a significant difference. 💰💼

If you're working with probate properties, this is a must-watch. 🎥 Tune in now.

📞(978) 744-2811

https://jordanwhitellc.com

#realestate #probate #realtors #realestatelaw #professionaldevelopment #certification #realestateeducation #alwaysgrowing #planningforagreatlife

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VERTICAL_Residential Real Estate Probate Specialist Certification Class_Part 9

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[Post - APRIL]  Revocable vs. Irrevocable Living Trusts: What’s the Difference? | Scheduled 4/24/2025

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[Post - APRIL]  Revocable vs. Irrevocable Living Trusts: What’s the Difference? | Scheduled 4/24/2025

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When creating a Living Trust, you have two main options:

1️⃣ Revocable Living Trust: Modify or revoke anytime, offering flexibility as your circumstances change.
2️⃣ Irrevocable Living Trust: Once created, it can’t be altered, but it provides asset protection from taxes and creditors.

Both options serve distinct needs, what would be the best choice for you? If you're uncertain, please feel free to reach out.

📞(978) 744-2811

https://jordanwhitellc.com/living-trust-advantages-disadvantages

#livingtrust #revocabletrust #irrevocabletrust #financialsecurity #estateplanning #assetprotection #alwaysgrowing #planningforagreatlife

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01.13.25 - Jordan & White - Revocable vs. Irrevocable Living Trusts What’s the Difference

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[Post - APRIL] FAQ: Which Type of Power Of Attorney is Right for You? | Scheduled 4/21/2025

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[Post - APRIL] FAQ: Which Type of Power Of Attorney is Right for You? | Scheduled 4/21/2025

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Choosing between a Durable and Springing Power of Attorney (POA) depends on your needs, preferences, and the trust you place in your agent.

✔️ Durable POA: Ideal if you anticipate health issues, have complex finances, or trust your agent completely.
✔️ Springing POA: Great for maintaining control until you're unable to make decisions.

Consider your health, age, finances, and level of trust before choosing.

📞(978) 744-2811

https://jordanwhitellc.com/durable-vs-springing-power-of-attorney

#POA #legaltips #estateplanning #estateplanninglawyer #alwaysgrowing #planningforagreatlife

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[Posts - APRIL] Webinar - Planning for a Great Life: Successor Trustee vs. Power of Attorney | Scheduled 4/9/2025

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[Posts - APRIL] Webinar - Planning for a Great Life: Successor Trustee vs. Power of Attorney | Scheduled 4/9/2025

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Join us for a practical and insightful webinar, Planning for a Great Life: Successor Trustee vs. Power of Attorney and gain clarity on these important roles in estate planning.

🗓️ Date: April 17, 2025

⏰ Time: 6:00 PM

🗣️ Speaker: Attorney Jonathan White

📍 Location: Zoom Meeting

Take control of your future—register now!👇

https://jordanwhitellc.com/planning-for-a-great-life-successor-trustee-vs-power-of-attorney

#estateplanning #powerofattorney #trustee #estateplanningwebinar #webinar #alwaysgrowing #planningforagreatlife

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03.19.25 - Jordan & White - Webinar Planning for a Great Life

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[Posts - APRIL] Webinar - Planning for a Great Life: Successor Trustee vs. Power of Attorney | Scheduled 4/2/2025 - 4/16/2025

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[Posts - APRIL] Webinar - Planning for a Great Life: Successor Trustee vs. Power of Attorney | Scheduled 4/2/2025 - 4/16/2025

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Join us for an informative webinar, Planning for a Great Life: Successor Trustee vs. Power of Attorney. This session will break down the key differences, responsibilities, and advantages of each role, helping you make the best decision for your estate planning.

🗓️ Date: April 17, 2025

⏰ Time: 6:00 PM

🗣️ Speaker: Attorney Jonathan White

📍 Location: Zoom Meeting

Register now to secure your spot for this informative session. Click here 👇

https://jordanwhitellc.com/planning-for-a-great-life-successor-trustee-vs-power-of-attorney

#estateplanning #powerofattorney #trustee #estateplanningwebinar #webinar #alwaysgrowing #planningforagreatlife

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03.19.25 - Jordan & White - Webinar Planning for a Great Life (1)

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[Post - MARCH] Looking for Alternatives to Guardianship in Massachusetts? | Scheduled 4/14/2025 

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[Post - MARCH] Looking for Alternatives to Guardianship in Massachusetts? | Scheduled 4/14/2025 

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Guardianship isn’t your only option in Massachusetts, here are some alternatives that might fit better:

📝 Conservatorship: Manage finances.

💊 Medical Proxy: Make medical decisions temporarily.
🖋️ Living Will: State your medical wishes ahead of time.

Make informed decisions for your future. Contact us today to discuss the best plan for you! ⚖️

📞(978) 744-2811

https://jordanwhitellc.com/alternatives-to-guardianship

#guardianshipalternatives #massachusettslaw #legalhelp #planningahead #medicalproxy #alwaysgrowing #planningforagreatlife

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02.11.25 - Jordan & White - Looking for Alternatives to Guardianship in Massachusetts

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[Video Post - MARCH] Residential Real Estate Probate Specialist Certification Class Pt 8 | Scheduled 4/10/2025

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[Video Post - MARCH] Residential Real Estate Probate Specialist Certification Class Pt 8 | Scheduled 4/10/2025

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We’re sharing the 8th part of our Residential Real Estate Probate Specialist Certification Class🎓

In this session, Attorney Jonathan White explains a key rule in Massachusetts probate. If someone passes away with an asset in their name, probate is required whether or not they have a will. 🏠⚖️

Watch now for the full breakdown.📺

📞(978) 744-2811

https://jordanwhitellc.com

#realestate #probate #realtors #realestatelaw #realestatetips #realestateeducation #alwaysgrowing #planningforagreatlife

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VERTICAL_Residential Real Estate Probate Specialist Certification Class_Part 8 (1)

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[Post - MARCH] Do You Know Who Needs Guardianship in Massachusetts?  | Scheduled 4/7/2025

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[Post - MARCH] Do You Know Who Needs Guardianship in Massachusetts?  | Scheduled 4/7/2025

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Guardianship isn’t for everyone. It’s for adults who can’t manage their finances, healthcare, or daily life due to physical or mental incapacity. A court-appointed guardian may make important decisions about:

💉 Medical Treatment
💰 Finances (Medicare, SSI)
🏠 Housing Arrangements

Wondering if guardianship is the right step for a loved one? Contact us to explore your options. ⚖️

📞(978) 744-2811

https://jordanwhitellc.com/alternatives-to-guardianship

#guardianship #massachusettslaw #incapacity #eldercare #legalhelp #alwaysgrowing #planningforagreatlife

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02.11.25 - Jordan & White - Do You Know Who Needs Guardianship in Massachusetts

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[Video Post - MARCH 3-APRIL] Residential Real Estate Probate Specialist Certification Class Pt 7 | Scheduled 4/3/2025 

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[Video Post - MARCH 3-APRIL] Residential Real Estate Probate Specialist Certification Class Pt 7 | Scheduled 4/3/2025 

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❓ Listing agents, are you disclosing everything properly? 🏠💼

In this session, we break down how to disclose correctly and why getting it wrong could lead to legal trouble. Plus, learn why the license to sell is crucial when there’s no will. ⚖️

Don’t miss these must-know facts. Watch now. 📺

📞(978) 744-2811

https://jordanwhitellc.com

#realestate #probate #realtors #realestatelaw #realestatetips #certification #realestateeducation #alwaysgrowing #planningforagreatlife

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VERTICAL_Residential Real Estate Probate Specialist Certification Class_Part 7

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[Video Post - MARCH] Residential Real Estate Probate Specialist Certification Class Pt 6 | Scheduled 3/31/2025 

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[Video Post - MARCH] Residential Real Estate Probate Specialist Certification Class Pt 6 | Scheduled 3/31/2025 

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🎓 Part 6 is here!

Attorney Jonathan White breaks down the license to sell and answers key questions from the audience. 🤔💡 If you're in residential real estate probate, you won’t want to miss this.

Watch now to get the knowledge you need. 📺

📞(978) 744-2811

https://jordanwhitellc.com

#realestate #probate #realtors #realestatelaw #certification #realestateeducation #alwaysgrowing #planningforagreatlife

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VERTICAL_Residential Real Estate Probate Specialist Certification Class_Part 6

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[Testimonial Post - MARCH] Success Stories | Scheduled 3/27/2025

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[Testimonial Post - MARCH] Success Stories | Scheduled 3/27/2025

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Thank you for trusting us with your legal matters.

Our team is always here to provide friendly, clear explanations about trusts and wills, making sure you’re fully informed every step of the way.

📞(978) 744-2811

https://jordanwhitellc.com

#happyclient #reviews #clientfeedback #estateplanning #alwaysgrowing #planningforagreatlife

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1.13.2025 - Jordan & White - Success Stories

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[Video Post - MARCH] Residential Real Estate Probate Specialist Certification Class Pt 5 | Scheduled 3/24/2025

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[Video Post - MARCH] Residential Real Estate Probate Specialist Certification Class Pt 5 | Scheduled 3/24/2025

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Part 5 of our Residential Real Estate Probate Specialist Certification Class is here🎓

Attorney Jonathan White breaks down fiduciary duty. The personal representative’s job is to maximize the estate’s value. 💰📜

Want to manage estates like a pro? Watch now.🎥

📞(978) 744-2811

https://jordanwhitellc.com

#realestate #probate #realtors #realestatelaw #certification #realestateeducation #alwaysgrowing #planningforagreatlife

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VERTICAL_Residential Real Estate Probate Specialist Certification Class_Part 5 (1)

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[Blog Post - FEBRUARY] Step-by-Step Guide to Setting Up a Trust for Your Child | Scheduled 3/20/2025

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[Blog Post - FEBRUARY] Step-by-Step Guide to Setting Up a Trust for Your Child | Scheduled 3/20/2025

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💡 Planning for Your Child’s Future? A Trust Can Help!

A trust is one of the best ways to secure your child’s financial well-being from education and healthcare to long-term stability. 🌱

Want to learn how to set one up? Read our blog for a simple guide on the steps, benefits, and key considerations. By the end, you'll feel confident about moving forward with a plan that protects your child’s future.

https://jordanwhitellc.com/how-to-setup-trust-for-your-child

#trustfund #estateplanning #trusts #financialsecurity #futureplanning #childtrust #alwaysgrowing #planningforagreatlife

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Jordan White LLC | Estate Planning & Real Estate Lawyer

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Step-by-Step Guide to Setting Up a Trust for Your Child - Jordan White LLC | Estate Planning & Real Estate Lawyer

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At Jordan & White, we’ve been helping Massachusetts families secure their futures for over 13 years. Creating a trust is one of the most effective ways to

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[Video Post - MARCH] Residential Real Estate Probate Specialist Certification Class Pt 4 | Scheduled 3/17/2025

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[Video Post - MARCH] Residential Real Estate Probate Specialist Certification Class Pt 4 | Scheduled 3/17/2025

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👀 Real-life probate drama:

Attorney Jonathan White shares a real-life war story: parents without a will and grandparents with conflicting views on the grandkids' future and assets.

Don't miss out and watch our video. 🎥⚖️

📞(978) 744-2811

https://jordanwhitellc.com

#realestate #probate #realtors #realestatelaw #certification #realestateeducation #alwaysgrowing #planningforagreatlife

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VERTICAL_Residential Real Estate Probate Specialist Certification Class_Part 4

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[Post - FEBRUARY] Key Differences Between Durable and Springing Power Of Attorney | Scheduled 3/13/2025

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[Post - FEBRUARY] Key Differences Between Durable and Springing Power Of Attorney | Scheduled 3/13/2025

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Understanding the key differences between Durable and Springing POA can help you make the right choice.

Swipe left for a quick breakdown.

https://jordanwhitellc.com/durable-vs-springing-power-of-attorney

#durablepoa #springingpoa #estateplanning #poa #powerofattorney #alwaysgrowing #planningforagreatlife

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01.13.25 - Jordan & White - Key Differences Between Durable and Springing Power Of Attorney (1)

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[Video Post - FEBRUARY] Residential Real Estate Probate Specialist Certification Class Pt 3 | Scheduled 3/10/2025

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[Video Post - FEBRUARY] Residential Real Estate Probate Specialist Certification Class Pt 3 | Scheduled 3/10/2025

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📜 Part 3 is here of our Residential Real Estate Probate Specialist Certification Class is here!

Before moving forward in a probate deal, make sure the court has officially designated the personal representative. How? Look for the Letters of Authority—it’s your proof. 📝✅

Don’t skip this crucial step. Watch now to learn more.

📞(978) 744-2811

https://jordanwhitellc.com

#realestate #probate #realtors #realestatelaw #certification #realestateeducation #alwaysgrowing #planningforagreatlife

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VERTICAL_Residential Real Estate Probate Specialist Certification Class_Part 3 (1)

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[Post - MARCH] International Women's Day | Scheduled 3/8/2025

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[Post - MARCH] International Women's Day | Scheduled 3/8/2025

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On this #InternationalWomensDay, we honor the women who protect their families’ futures through thoughtful planning. Estate planning isn’t just about assets, it’s about securing a lasting legacy. 🏡💼

Here’s to strong women today and always!💪

🌐https://jordanwhitellc.com

#estateplanning #estateplanninglawyer #womeninlaw #alwaysgrowing #planningforagreatlife

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02.11.25 - Jordan & White - International Women's Day

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[Blog Post - FEBRUARY] Massachusetts Power of Attorney Requirements Explained | Scheduled 3/5/2025

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[Blog Post - FEBRUARY] Massachusetts Power of Attorney Requirements Explained | Scheduled 3/5/2025

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📜 Why You Need a Power of Attorney (POA)

Planning for the future? A Power of Attorney (POA) is one of the smartest decisions you can make. It ensures that if you’re ever unable to manage your finances, healthcare, or legal matters, someone you trust can step in and act on your behalf. 💼

📝 Want to learn more? Read our blog for a simple breakdown of Massachusetts POA requirements and how to get started.

https://jordanwhitellc.com/massachusetts-power-of-attorney-requirements

#powerofattorney #estateplanning #massachusetts #legalmatters #financialplanning #healthcaredecisions #alwaysgrowing #planningforagreatlife

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Jordan White LLC | Estate Planning & Real Estate Lawyer

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When it comes to planning for the future, having a Power of Attorney (POA) in place is one of the smartest decisions you can make. Whether you need someone to manage your finances, make healthcare decisions, or handle legal matters on your behalf, a valid POA ensures your wishes are respected if you can't act for yourself.

At Jordan & White , we've been helping Massachusetts residents secure peace of mind with personalized estate planning solutions for over 13 years. Let's walk through the key aspects of Massachusetts POA requirements to help you understand why this document is so important and how to get started.

Who Needs a Power of Attorney?

A Power of Attorney isn't just for the elderly or those dealing with serious illnesses. Every adult in Massachusetts should consider having one, regardless of their age or current health. Life is unpredictable, and a POA acts as a safety net, ensuring someone you trust can step in if necessary.

Imagine being out of the country for work or on vacation when an urgent financial decision needs to be made. Without a POA, resolving such matters could be unnecessarily complicated. Similarly, a sudden accident or illness could leave you unable to handle your affairs temporarily or even permanently. By setting up a POA in advance, you ensure that your bills get paid, your property is managed, and any pressing decisions are made without delay.

A POA is especially important for:

Seniors planning for the possibility of incapacity

Adults undergoing medical procedures

Individuals with extensive travel schedules

Parents who want to ensure their children's needs are met in their absence

Simply put, a POA provides security and reduces stress for you and your loved ones.

Massachusetts Power of Attorney Requirements

Creating a valid Power of Attorney in Massachusetts requires meeting specific legal requirements. Here's what you need to know:

Principal Requirements

Age: The principal (the person creating the POA) must be at least 18 years old.

Mental Capacity: The principal must fully understand the document's purpose, the authority being granted, and the implications of signing it.

Document Requirements

Written Format: A POA must be in writing; verbal agreements won't suffice.

Authority Outlined: The document should clearly specify the powers being granted to the agent (the person acting on your behalf).

Signatures: The principal must sign the POA in the presence of a notary public. While notarization is not legally required for all POAs, it helps prevent challenges to the document's validity.

Witness Requirements

For certain types of POAs, witnessing is mandatory:

Durable Financial POA: Requires two witnesses.

Medical POA (Health Care Proxy): Requires two witnesses.

Real Estate POA: Requires two witnesses and notarization.

Meeting these requirements will make your POA legally enforceable and better protected from disputes.

Durable Power of Attorney

A durable POA remains effective even if the principal becomes incapacitated. To be durable, the document must include specific wording, such as: "This power of attorney shall not be affected by subsequent disability or incapacity of the principal, or lapse of time."

Durable POAs are invaluable for long-term planning, providing assurance that your affairs will be managed without court intervention if you're unable to do so.

Choosing an Agent

Selecting the right agent is critical. This person will have significant authority over your affairs, so it's important to choose someone you trust implicitly. Here are a few key qualities to look for:

Trustworthiness: Your agent should always act in your best interests.

Responsibility: They must be capable of handling the tasks assigned to them, whether managing finances, overseeing property, or making healthcare decisions.

Understanding: The agent should fully grasp your wishes and be willing to carry them out.

It's also worth considering whether to appoint co-agents. However, while having multiple agents can provide a system of checks and balances, it may also lead to conflicts or delays in decision-making. Clear communication and a mutual understanding of responsibilities can help minimize potential issues.

Specific Powers

A POA isn't a blanket document-it should detail the specific powers granted to your agent. Examples of powers that can be included are:

Financial Transactions: Handling banking, investments, and paying bills.

Property Management: Buying, selling, or renting real estate.

Business Operations: Managing business interests or signing contracts.

Tax Matters: Filing tax returns or managing tax payments.

Gifting: Making financial gifts within predefined limits.

Healthcare Decisions: (Handled separately through a health care proxy .)

Retirement Accounts: Managing contributions, withdrawals, and rollovers.

Defining these powers clearly ensures there's no confusion about what your agent can and cannot do.

Effective Date and Termination

In Massachusetts, a POA typically becomes effective immediately unless the document specifies otherwise. For example, you can include language stating that the POA will only take effect upon a certain date or triggering event, such as a doctor's certification of incapacity.

A POA remains in effect until:

The principal's death

Revocation by the principal (while competent)

A court invalidates the document

The purpose of the POA is fulfilled

It's important to review your POA periodically to ensure it still reflects your needs and wishes.

Common Mistakes to Avoid

Creating a POA is normally straightforward, but small errors can render it invalid or create problems. Common mistakes include:

Lack of Clarity: Vague language can lead to misunderstandings or disputes.

Improper Signatures: Failing to sign in the presence of a notary or required witnesses.

Unmet Requirements: Overlooking specific rules for certain POA types.

Choosing an Unsuitable Agent: Appointing someone who isn't trustworthy or capable.

To avoid these pitfalls, work with a qualified attorney who can guide you through the process and ensure your POA meets all legal standards.

Need Help with Your Power of Attorney? Contact Jordan & White Today!

At Jordan & White, we know how important it is to have a well-drafted POA in place. With over a decade of experience serving Massachusetts families, we provide customized solutions to fit your unique needs. Whether you're creating a new POA or reviewing an existing one, our team is here to help every step of the way.

Call us at 978-744-2811 or visit our page to schedule a consultation. Let us help you protect your interests and plan for the future with confidence.

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Massachusetts Power of Attorney Requirements Explained - Jordan White LLC | Estate Planning & Real Estate Lawyer

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When it comes to planning for the future, having a Power of Attorney (POA) in place is one of the smartest decisions you can make. Whether you need someone to

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[Video Post - FEBRUARY] Residential Real Estate Probate Specialist Certification Class Pt 2 | Scheduled 3/3/2025

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[Video Post - FEBRUARY] Residential Real Estate Probate Specialist Certification Class Pt 2 | Scheduled 3/3/2025

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🚨 Don’t make this common real estate mistake! ❌📜

In Part 2 of our Residential Real Estate Probate Specialist Certification Class, Attorney Jonathan White walks you through the probate process and explains why incorrect authority can cause big problems. ⚖️💼

Master this key detail and take the next step toward becoming a Certified Probate Specialist.🎓🔑

📞(978) 744-2811

https://jordanwhitellc.com

#realestate #probate #realtors #realestatelaw #professionaldevelopment #certification #realestateeducation #alwaysgrowing #planningforagreatlife

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VERTICAL_Residential Real Estate Probate Specialist Certification Class_Part 2 (1)