Multi-Generational Planning

The importance of legacy-driven infrastructure for families in the 21st century is of critical importance.  More than ever, families are experiencing rapid changes in structure, responsibility, and wealth. A carefully drafted estate plan will address the need to protect your family, provide for estate supervision, and ensure assets are safely protected and transferred to intended recipients.

Trustee For Your Estate

A Trustee owes a duty of utmost good faith and loyalty to the trust or estate it serves. This is referred to as a fiduciary duty. The selection of a Trustee ought to be weighed heavily, and candidates should be meticulously examined for their character, history, and ability to serve the needs of the trust they are about to manage. Professional trustees, such as Trust Companies, financial institutions, and law firms, are often reliable choices for individuals who are uncertain as to whom to select as Trustee.

The Flexible Estate Plan

Estates, like life generally, are perpetually in a state of flux. A well-crafted estate plan can work with your lifestyle, habits, and needs, to allow you to be prepared for a constellation of life events. Whether it is buying a home, financing a graduate education, or working to invest in a small business, a well-crafted estate plan can ensure that trusted individuals develop, manage, and implement your wealth in surgical, targeted ways, aimed only at serving your best interests.

Include Your Retirement Plans

 
Traditional retirement vehicles provide for one or two beneficiaries, without allowing the flexibility a trust affords. Often, the beneficiary of a retirement vehicle is uninformed and ill-equipped to handle the responsibility of a large influx of capital. Too often, families lose assets through poorly planned estate planning instruments, without vague or ignored instructions. An explicitly draft Trust can provide clarity when conveying one life’s biggest assets. Namely, retirement savings.

Contact Us for All Your Estate Planning Needs

Here at Shapiro Law Group, PC we have years of experience providing Massachusetts with best in family law and wealth management. Our team of lawyers and estate planners will be glad to help you with all your needs. In 2015, no one likes to think about what will happen after they’re gone. But failing to plan can have dire consequences on the ones you love. So contact us today and let’s get started planning for your future.

Buy Anna Shapiro.

Immigration has announced that, in an effort to retrieve all erroneously issued 3-year work permits, they will begin calling and even performing home visits. Home visits have started as of Thursday, July 16th in Chicago, Los Angeles, Dallas, Houston, and possibly San Francisco; however, they will broaden into more regions next week.

Phone Scam

If you receive a phone call from someone claiming to be from immigration, do not volunteer any of your information. While Immigration agents will be calling people who have not yet returned their 3-year work permits, there is a danger that criminals will take advantage of the fear and try to steal personal information. Listen to what the officer says, politely thank them, and hang up. Do not give out any of your information to the officer. If the officer insists on you providing him with personal information, contact a lawyer immediately.

Home Visits

If you are visited at your home by someone claiming to be an immigration official and demanding your work permit, contact an experienced immigration lawyer immediately. Ask to see that agent’s badge and write down all the agent’s information. Do not volunteer any of your information – ask the agent to provide you with your information as verification that they are actually a federal agent. When turning over a work permit, be sure that you are given a written receipt.

Keep All Receipts

If you have received a warning letter and wish to voluntarily return your 3-year work permit, you may walk into any district office with the notice to return your work permit. Be sure that they give you a receipt because, if you do receive a home visit, you must show them your receipt so the Immigration agent can take you off their list.
Failure to return your 3-year work permit upon demand or by July 31, 2015 may result in the loss of your DACA status and the denial of any application to renew your DACA status. If you are concerned about your status and wish to discuss it with an immigration attorney, feel free to contact Shapiro Law Group, PC as soon as possible for a free phone consultation.

By Anna Shapiro

Immigration has sent out final letters warning anyone who still has a employment authorization card (work permit) with a validity of three years that they must return it immediately. All 3-year work permits must be received by Immigration by July 17, 2015. In addition, any DACA approval notice with a period of longer than two years should also be returned.

This request results from the current lawsuit in Texas over the validity of
President Obama’s executive action

If you feel that you may benefit from any of the new executive action guidelines, feel free to contact Shapiro Law Group, PC for a free telephone consultation.
announced on November 20, 2014. Until the lawsuit is resolved, Immigration cannot implement the expansion of DACA or any of the other changes announced by the executive action.

By Anna Shapiro