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Bedford Family Lawyer

Divorce, custody, and estate planning for Massachusetts families

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Mindful Money Management

Do You Need a Trust?

May 14, 2019 by Rebecca Leave a Comment

I am frequently asked whether a trust is necessary, and I give the most legal answer I know: It depends. There are many different types of trusts, that serve many different purposes. They can shelter assets to reduce estate tax liability, protect privacy during the probate process, provide for responsible financial management of a minor […]

Filed Under: Estate Planning, Mindful Money Management, Probate Tagged With: children, estate plan, finances, life insurance, Massachusetts, probate, special needs, taxes, trust, will

Just Added: Family Budget Worksheet

April 21, 2015 by Rebecca 1 Comment

I just added a new free resource to the site: a Family Budget Worksheet. This is the very same budget worksheet I use for my family’s finances. You can customize it for your circumstances. Click here to start your family budget.  image by pixomar, via FreeDigitalPhotos.net

Filed Under: Forms, Mindful Money Management

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9.5Rebecca Green Neale

Rebecca Green NealeReviewsout of 3 reviews

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Nothing on this site should be construed as legal advice for your specific situation. This site constitutes attorney advertising. If you are seeking legal advice, I may be able to assist you if your issue concerns Massachusetts law.

I help families throughout Middlesex, Essex, and Norfolk counties. Including Acton, Arlington, Bedford, Belmont, Burlington, Billerica, Cambridge, Carlisle, Chelmsford, Concord, Lexington, Lincoln, Melrose, Natick, Newton, Needham, Reading, Stoneham, Wakefield, Westford, Watertown, Woburn, and more.

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