Estate Planning for the future
Estate Planning for the Future
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Brian DesRosiers, an attorney from DesRosiers & Tierney, LLC, and the son of club member Dave Richardson, addressed the Lynn Rotary Club recently, speaking about Estate Planning. The firm he represented counsels individuals and families in Estate, Business, Tax, Charitable and Long Term Care Planning. In his presentation he covered a wide area of subjects, including such areas as a Durable Power of Attorney, a Health Care Proxy, and a Last Will and Testament.Brian also addressed the subject of Trusts, covering the benefits of having a trust, especially in the areas of Probate Avoidance, Estate Tax Savings, Posthumous Control of Assets, and Privacy.
Club members were very interested in his presentation, despite the fact that this area of financial planning is often very detailed and confusing to people. He gave members a lot to think about in their own circumstance. Brian did a great job in explaining these areas so that members could understand them better. He also talked about the fact that attorneys and other financial planners should understand these areas in great detail so as to offer the best advice to their clients as to when and how to make changes in their financial plans. Club members enjoyed his presentation and appreciated his willingness to take questions afterward.