Bespoke Trusts & Estates

Bespoke Trusts & Estates Haverhill Estate Planning Lawyer Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers.

Securities offered through Lincoln Investment, Broker-Dealer, Member FINRA/SIPC. www.lincolninvestment.com
Bespoke Trusts & Estates, LLC and the above firms are independent and non-affiliated. Legal services are not offered through, or supervised by, The Lincoln Investment Companies.

Beneficiary designations are a crucial, but often overlooked, part of estate planning. These designations dictate who re...
08/25/2026

Beneficiary designations are a crucial, but often overlooked, part of estate planning. These designations dictate who receives payouts from key financial accounts and can even override what is written in a will. Swipe to learn more.

Ensuring your beneficiary designations are aligned with your estate plan can help. If you need help reviewing or updating your beneficiary designations, contact our office.

Do you know the difference between a last will and testament and a living will? Most people assume they cover similar gr...
08/20/2026

Do you know the difference between a last will and testament and a living will?

Most people assume they cover similar ground because of their similar names, but they actually serve very different purposes, and both are important parts of a complete estate plan. Swipe through for a clear look at what each document does and why you need both.

If you have estate planning questions, reach out to our office today. We are here to help ensure your wishes are fully protected.

How much do you actually know about estate planning? We put together a short quiz covering some of the questions we hear...
08/18/2026

How much do you actually know about estate planning? We put together a short quiz covering some of the questions we hear most often from clients.

Swipe through to test yourself, and see how many you get right before the answer is revealed on the next slide.

Have estate planning questions of your own? Reach out to our office today.

Americans are living longer, and that shift is reshaping how we think about estate planning. Recent data shows life expe...
08/13/2026

Americans are living longer, and that shift is reshaping how we think about estate planning. Recent data shows life expectancy in the U.S. has climbed to nearly 79 years, continuing an upward trend after recent declines during the COVID-19 pandemic.

This means individuals and families must prepare for longer retirements, extended care needs, and more complex planning decisions over time. Swipe through to learn more.

If your current plan does not reflect these realities, or if it has been some time since your last review, now is the time to revisit it. Contact us today to discuss how we can help you plan for the future with confidence.

As estate planning attorneys, it is part of our role to ensure you have the guidance and information you need to make in...
08/06/2026

As estate planning attorneys, it is part of our role to ensure you have the guidance and information you need to make informed decisions about your end-of-life planning.

So, with that in mind, our team wanted to highlight several foundational pillars that every comprehensive estate plan should address. Swipe for more information.

Knowing the basics of estate planning is one of the first steps to creating a strong, protective plan. The next step is working with dedicated estate planning attorneys like our team. We are here to help guide you and your loved ones through the estate planning process and ensure that your wishes are protected. Give the team a call today, and we can get started.

Estate planning is one of those important tasks many people intend to complete but often delay. Taking the time to organ...
07/30/2026

Estate planning is one of those important tasks many people intend to complete but often delay. Taking the time to organize key documents and decisions now can help protect your legacy and make things easier for the people you care about most. Swipe to learn more.

Estate planning is ultimately about preparation, protection, and peace of mind. If you have questions or would like to create or update your estate plan, please contact us. Our team is here to help guide you through the process.

Estate planning is not just about distributing assets. It is also about protecting your loved ones and keeping your plan...
07/14/2026

Estate planning is not just about distributing assets. It is also about protecting your loved ones and keeping your plan up to date. This includes naming a guardian for minor children and regularly reviewing your plan to avoid gaps or outdated designations. Swipe to learn more.

If it has been a while since you reviewed your estate plan, contact us today to discuss your options. We are here to help.

A well-structured estate plan depends not only on the documents you create, but also on the people you appoint to carry ...
07/14/2026

A well-structured estate plan depends not only on the documents you create, but also on the people you appoint to carry out your wishes. Two important roles to consider include your executor and the financial power of attorney. Swipe through for a closer look.

By thoughtfully selecting individuals for these roles, you can help ensure your financial and legal matters are handled efficiently. If your estate plan needs to be reviewed or updated, contact us today. We are here to help.

When creating an estate plan, it is important to think beyond the documents and consider the individuals who will carry ...
07/06/2026

When creating an estate plan, it is important to think beyond the documents and consider the individuals who will carry out your wishes. Two key roles that play a critical part in this process are a successor trustee and a health care agent. Swipe to learn more.

Selecting the right individuals for these roles can help your estate plan function smoothly when it matters most. If you have questions or need guidance, contact us today to get started.

As we celebrate our nation’s 250th birthday this July 4th, our team invites you to join us in reflecting on the history,...
07/03/2026

As we celebrate our nation’s 250th birthday this July 4th, our team invites you to join us in reflecting on the history, service, and shared values that shape our country! We wish each of you a memorable holiday with family and friends.

Please note that our office will be closed on Friday, July 3rd, in observance of Independence Day. We will reopen and return to regular business hours on Monday, July 6th.

Address

2 Merrimack Street Suite 505
Haverhill, MA
01830

Telephone

+19787714385

Website

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