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Newsletters |
SPRING 2011 |
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INSIDE
THIS ISSUE:
►
Estate and
retirement
planning
seminars
► Happy birthday to us
► Homestead sweet
homestead
► Not all law firms are
created
equal
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this newsletter |
Estate and Retirement Planning, in One Seminar
I’m not content to rest on my laurels. More than a
thousand people have attended my seminars since late
2008, and most have found them enjoyable and
informative. So, as Emeril would say, we’re kicking
things up a notch.
For this next round of seminars, we’ll be adding a
financial component. Susan Gagne of Monument Financial
Retirement Services has graciously donated her time to
speak on retirement planning.
Learn how to not only preserve your assets but grow
them.
Estate and retirement planning have two things in
common: Neither should be neglected, and more is within
your control than you might think. So come visit, and/or
tell a friend. You’ll be glad you did!
Here are the dates:
• Wednesday, 5/11, 7-9 p.m.
Fraternal Lodge of Eagles,
456 Litchfield St., Leominster
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• Thursday, 5/12, 7-9 p.m.
Law Office of Michael D. DellaMonaca
982 South St., Fitchburg
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• Saturday, 5/14, 10 a.m.-Noon
Turners Hall, 60 Branch St., Clinton
Call 978-342-1914 |
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One Year in the New Office – Come Celebrate!
A year ago in May, we celebrated the opening of our
office at 982 South Street with an open house and ribbon
cutting ceremony, performed by Fitchburg mayor Lisa Wong
and attended by many of our community’s leaders.
We saw many of you at this event, and we’d love to see
more of you. So we’re celebrating our first birthday in
our new home on Friday, May 20, at 4 p.m., and
we’d love for you to come. (Hey, let’s face it: We’ll
take any opportunity we can get to eat cake!)
Our birthday party will feature plenty of refreshments,
fun and a chance for you to see our great client service
center. It will be a great time, so don’t miss out!
You can RSVP to the event by calling 978-342-1914 or
shooting an email to
office@dellamonaca.com by Friday, May 13.
Back in 2008, we set out to build a different type of
law firm -- one not limited to creating documents and
sending you on your way, but rather a place to guide and
support you throughout your life.
We continue this mission in our new home, where we’ve
been happy and successful this past year. We invite you
to share in our success as we continue our mission. Come
see us! |
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The New Massachusetts Homestead Law
More
Ways to Protect Your Most Important Investment
St.210, c. 395, passed by
the Massachusetts Legislature and signed into law by
Governor Patrick, makes some important improvements and
clarifications to the homestead law, which essentially
prevents forced sale of your home to pay common
creditors.
The law now grants automatic homestead protection of
$125,000. This means no need to record anything. But
that’s just the beginning. While the ability to record a
homestead declaration and increase protection to
$500,000 remains mostly unchanged, the law now allows
both spouses in a married couple to declare homestead
protection. The prior law only allowed this benefit for
seniors and persons with disabilities.
The revised law also clarifies that trustees of a living
trust may declare homestead protection. This is welcome
news to many of our clients who want to combine the
convenience of probate avoidance with the peace of mind
a homestead declaration provides.
Want to know more? Give us a call, and we can make sure
you take full advantage of the revised homestead law. |
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Clients for Life: We Mean What We Say
You
may have heard our informal motto -- have a plan for
life --or heard us talk about clients being part of the
office family. Nowadays, people view such claims with a
skeptical eye, and I can’t blame them. There’s a lot of
deception out there, bait-and-switch and plain old poor
service.
In contrast, I believe that the reason we have grown as
an office as rapidly as we have is that we back up our
talk with our actions.
It bears repeating: Once you’re a client, you have
lifetime access to us. When in doubt, call! We pledge to
return all phone calls promptly. (Just please leave your
phone number, even if you think we have it!)
For most estate or business plans, I don’t charge by the
hour, but rather a flat fee. That buys you a lifetime of
access to my office, in which we will always be on hand
to answer your legal inquiries.
And whether it’s a phone call, an email or a visit,
whether it’s about you, your kids or your
brother-in-law, we’ll do our best to assist. If it’s not
a matter we ordinarily handle, like personal injury or
bankruptcy, we can still get you working with someone as
dedicated as we are.
The practice of law is a personal service profession.
Let us prove it to you. |
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IMPORTANT NOTICE: In
accordance with rules established by the Supreme
Judicial Court of Massachusetts, this bulletin must be
labeled "advertising." It is designed to provide general
information for clients and friends of the firm and
should not be construed as legal advice, or legal
opinion on any specific facts or circumstances. This
bulletin and its contents are designed for general
information only. The information presented herein
should not be construed to be formal legal advice nor
the formation of a lawyer/client relationship. |
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