Silveri + Wilson

Silveri + Wilson

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Law Lords

Unlocking peace of mind through meticulous Estate Planning, Elder Law, and Real Estate solutions. Your reliable ally in building a secure future.

Let's navigate the complexities of tomorrow, together. Silveri + Wilson, an Estate Planning and Real Estate law firm, started with a mission deeply rooted in community and partnership. Our journey began with a simple, yet profound vision: to stand by our neighbors not merely as clients but as partners through life's pivotal moments. The shared stories and dreams of our local community inspired us

08/23/2024

You know the old saying... When life gives you lemons, be prepared with a comprehensive estate plan. πŸ‹ ✨ Oh, that wasn't the one you were thinking of? Well, it's still sage advice. We all know that sometimes life gets a little sour, but knowing you have a plan in place to protect yourself and your loved ones makes it a little less bitter.

We can help you turn those lemons into peace of mind for yourself and your loved ones. If you're ready to get started, just click the link to our website below or call us at 978-767-8540. It's that easy to begin! πŸ”— 🌐



We're always here to help with your Estate Plan or your Real Estate Closing. Contact us if we can help.

Your friends at,

S I L V E R I + W I L S O N, L L C
Estate Planning β€’ Elder Law β€’ Real Estate

πŸ“ 152 Conant St, Beverly, MA 01915
πŸ“ž 978-767-8540
βœ‰οΈ [email protected]
🌐 www.silveriwilson.com

πŸ–₯️ Virtual appointments available!

JOIN US ON SOCIAL MEDIA πŸ‘
Facebook: https://www.facebook.com/silveriwilson
Instagram: https://www.instagram.com/silveriwilsonllc
LinkedIn: https://www.linkedin.com/company/silveri-wilson

08/19/2024

Newly married? πŸ’ Congratulations! πŸŽ‰ If you're a newlywed, it's the perfect time to create an estate plan. πŸ“œ ✨

After tying the knot it's a good idea to make sure you update your beneficiary designations on life insurance policies and retirement accounts, execute a Will (and perhaps a Trust) and make sure you have a Power of Attorney and Health Care Proxy. Make sure you have a plan that will help you protect one another throughout life's uncertainties. πŸ›‘ ❀️

Ready to start the conversation? Click the link below to get started with your initial consultation with us today. πŸ“† 🌐 πŸ’»


We're always here to help with your Estate Plan or your Real Estate Closing. Contact us if we can help.

Your friends at,

S I L V E R I + W I L S O N, L L C
Estate Planning β€’ Elder Law β€’ Real Estate

πŸ“ 152 Conant St, Beverly, MA 01915
πŸ“ž 978-767-8540
βœ‰οΈ [email protected]
🌐 www.silveriwilson.com

πŸ–₯️ Virtual appointments available!

JOIN US ON SOCIAL MEDIA πŸ‘
Facebook: https://www.facebook.com/silveriwilson
Instagram: https://www.instagram.com/silveriwilsonllc
LinkedIn: https://www.linkedin.com/company/silveri-wilson

08/16/2024

Nothing makes us smile more than kind reviews from our wonderful clients! 😊

S I L V E R I + W I L S O N, L L C
Estate Planning β€’ Elder Law β€’ Real Estate

πŸ“ 152 Conant St, Beverly, MA 01915
πŸ“ž 978-767-8540
βœ‰οΈ [email protected]
🌐 www.silveriwilson.com

πŸ–₯️ Virtual appointments available!

JOIN US ON SOCIAL MEDIA πŸ‘
Facebook: https://www.facebook.com/silveriwilson
Instagram: https://www.instagram.com/silveriwilsonllc
LinkedIn: https://www.linkedin.com/company/silveri-wilson

08/09/2024

Wonderful reviews always make us smile! 😊 Serving our clients, with exceptional care, is our purpose for each and every day. πŸ’ΌπŸ’™

S I L V E R I + W I L S O N, L L C
Estate Planning β€’ Elder Law β€’ Real Estate

πŸ“ 152 Conant St, Beverly, MA 01915
πŸ“ž 978-767-8540
βœ‰οΈ [email protected]
🌐 www.silveriwilson.com

πŸ–₯️ Virtual appointments available!

JOIN US ON SOCIAL MEDIA πŸ‘
Facebook: https://www.facebook.com/silveriwilson
Instagram: https://www.instagram.com/silveriwilsonllc
LinkedIn: https://www.linkedin.com/company/silveri-wilson

08/09/2024

πŸš€ Join Silveri + Wilson's NEW Instagram page! πŸŽ‰

Follow us to stay updated on all things Real Estate Closings and Estate Planning related. πŸ‘πŸ“œ

πŸ‘‰ Let's make planning for the future easy and stress-free. πŸ’Όβœ¨

Check out our page here:
Instagram: https://www.instagram.com/silveriwilsonllc

Your friends at,

S I L V E R I + W I L S O N, L L C
Estate Planning β€’ Elder Law β€’ Real Estate

πŸ“ 152 Conant St, Beverly, MA 01915
πŸ“ž 978-767-8540
βœ‰οΈ [email protected]
🌐 www.silveriwilson.com

πŸ–₯️ Virtual appointments available!

JOIN US ON SOCIAL MEDIA πŸ‘
Facebook: https://www.facebook.com/silveriwilson
Instagram: https://www.instagram.com/silveriwilsonllc
LinkedIn: https://www.linkedin.com/company/silveri-wilson

08/09/2024

Do your parents have an estate plan?❓ Having one can help preserve family harmony and make things less stressful for you and your siblings after they're gone. πŸ“œ ✨

An estate plan ensures their wishes are clear, reduces potential conflicts, and can help you to streamline the process of winding up their affairs. βš–οΈ

In addition, they can leave assets to their children, and other beneficiaries using trusts, which can be set up to protect those assets from your future creditors (lawsuits and divorce). They can also protect assets from potential nursing home liens to help ensure more assets pass to their loved ones. πŸ›‘οΈ

Get curious with your parents and encourage them to get an estate plan in place that will provide peace of mind for the whole family. 😌 πŸ‘ͺ

We're always here to help with your Estate Plan or your Real Estate Closing. Contact us if we can help.



Your friends at,

S I L V E R I + W I L S O N, L L C
Estate Planning β€’ Elder Law β€’ Real Estate

πŸ“ 152 Conant St, Beverly, MA 01915
πŸ“ž 978-767-8540
βœ‰οΈ [email protected]
🌐 www.silveriwilson.com

πŸ–₯️ Virtual appointments available!

JOIN US ON SOCIAL MEDIA πŸ‘
Facebook: https://www.facebook.com/silveriwilson
Instagram: https://www.instagram.com/silveriwilsonllc
LinkedIn: https://www.linkedin.com/company/silveri-wilson

08/06/2024

Can I include items in my estate plan that are sentimental but not monetarily valuable? πŸ’¬ Absolutely! πŸ’―

An estate plan is the perfect place to communicate who you want to have your cherished sentimental items, regardless of their monetary value.

Ensure your beloved heirlooms, keepsakes, and personal mementos are passed on to those who will treasure them most. We can help you to get a comprehensive estate plan in place that covers these things and much more. πŸ“œ ✨



We're always here to help with your Estate Plan or your Real Estate Closing. Contact us if we can help.

Your friends at,

S I L V E R I + W I L S O N, L L C
Estate Planning β€’ Elder Law β€’ Real Estate

πŸ“ 152 Conant St, Beverly, MA 01915
πŸ“ž 978-767-8540
βœ‰οΈ [email protected]
🌐 www.silveriwilson.com

πŸ–₯️ Virtual appointments available!

JOIN US ON SOCIAL MEDIA πŸ‘
Facebook: https://www.facebook.com/silveriwilson
Instagram: https://www.instagram.com/silveriwilsonllc
LinkedIn: https://www.linkedin.com/company/silveri-wilson

08/04/2024

Happy National Friendship Day! 🌟 Friends are the family we choose for ourselves. πŸ’– If you're closer to your friends than your family and want them to be able to make important healthcare decisions or handle your financial affairs when you can't, having an estate plan is essential. πŸ“œ ✨ Without one, state law will dictate who handles these responsibilities.

Celebrate National Friendship Day today by making sure the friends you think of as family are included in your estate plan and your unique wishes are honored. Take the first step to getting your plan in place today. Click the links below to get started. πŸ”—

We're always here to help with your Estate Plan or your Real Estate Closing. Contact us if we can help.



Your friends at,

S I L V E R I + W I L S O N, L L C
Estate Planning β€’ Elder Law β€’ Real Estate

πŸ“ 152 Conant St, Beverly, MA 01915
πŸ“ž 978-767-8540
βœ‰οΈ [email protected]
🌐 www.silveriwilson.com

πŸ–₯️ Virtual appointments available!

JOIN US ON SOCIAL MEDIA πŸ‘
Facebook: https://www.facebook.com/silveriwilson
Instagram: https://www.instagram.com/silveriwilsonllc
LinkedIn: https://www.linkedin.com/company/silveri-wilson

08/02/2024

Do you have a will? If not, this Make a Will Month offers a great opportunity to ensure your wishes are documented and your loved ones are cared for.

Remember, an up-to-date will offers several key protections:

πŸ“œ Outlining who should be responsible for minor children in an emergency.
πŸ“œ Determining to whom or where your assets will be distributed instead of leaving it up to the state to decide.

Whether you need to write a new will or review your existing one to ensure it aligns with your current situation, now is the time to take action to ensure you and your family are adequately protected. Give us a call anytime.

We're always here to help with your Estate Plan or your Real Estate Closing. Please contact us anytime if we can help. Have a great day today.

Your Friends At,

S I L V E R I + W I L S O N, L L C
Estate Planning β€’ Elder Law β€’ Real Estate

πŸ“ 152 Conant St, Beverly, MA 01915
πŸ“ž 978-767-8540
βœ‰οΈ [email protected]
🌐 www.silveriwilson.com

JOIN US ON SOCIAL MEDIA πŸ‘
Facebook: https://www.facebook.com/silveriwilson
Instagram: https://www.instagram.com/silveriwilsonllc/
LinkedIn: https://www.linkedin.com/company/silveri-wilson

07/31/2024

Great news! We offer virtual initial consultations, so you can plan your estate from the comfort of your own home. 🏑 ✨ No need to waste time on travel; get started on your estate plan without leaving your couch! πŸ›‹οΈ

Convenient, secure, and efficient – our virtual consultations make estate planning easier than ever. πŸ’» 🌟



Your friends at,
S I L V E R I + W I L S O N, L L C
Estate Planning β€’ Elder Law β€’ Real Estate

πŸ“ 152 Conant St, Beverly, MA 01915
πŸ“ž 978-767-8540
βœ‰οΈ [email protected]
🌐 www.silveriwilson.com

πŸ–₯️ Virtual appointments available!

JOIN US ON SOCIAL MEDIA πŸ‘
Facebook: https://www.facebook.com/silveriwilson
Instagram: https://www.instagram.com/silveriwilsonllc
LinkedIn: https://www.linkedin.com/company/silveri-wilson

Silveri + Wilson Excellence in Estate Planning, Elder Law, and Real Estate. Your trusted partner for a secure future.

Photos from Silveri + Wilson's post 07/30/2024

Our team understands the complexities and emotions involved in planning for an anticipated inheritance.

That’s why we have compiled a list of considerations to keep in mind if you have a potential inheritance.

Swipe through to learn more. And, as always, know that our team is here to guide you every step of the way. Reach out anytime.

Your Friends At,

S I L V E R I + W I L S O N, L L C
Estate Planning β€’ Elder Law β€’ Real Estate

πŸ“ 152 Conant St, Beverly, MA 01915
πŸ“ž 978-767-8540
βœ‰οΈ [email protected]
🌐 www.silveriwilson.com

JOIN US ON SOCIAL MEDIA πŸ‘
Facebook: https://www.facebook.com/silveriwilson
Instagram: https://www.instagram.com/silveriwilsonllc/
LinkedIn: https://www.linkedin.com/company/silveri-wilson

07/26/2024

Planning for more children? πŸ‘Ά Wondering if you'll have to start over or alter your Trust if you create one now? πŸ€”

Good news! You don't have to start over. Instead, your Trust can be created to include provisions for future children, ensuring they are treated the same as your current children. πŸ“œ ✨

While your Trust can be amended in the future if you would like to make changes, if it is drafted properly, it will not need to be updated simply to include future born children.

Ready to get started? Click the links below and let's get started drafting your estate plan today. πŸ’»

We're always here to help with your Estate Plan or your Real Estate Closing. Contact us if we can help.



Your friends at,
S I L V E R I + W I L S O N, L L C
Estate Planning β€’ Elder Law β€’ Real Estate

πŸ“ 152 Conant St, Beverly, MA 01915
πŸ“ž 978-767-8540
βœ‰οΈ [email protected]
🌐 www.silveriwilson.com

πŸ–₯️ Virtual appointments available!

JOIN US ON SOCIAL MEDIA πŸ‘
Facebook: https://www.facebook.com/silveriwilson
Instagram: https://www.instagram.com/silveriwilsonllc
LinkedIn: https://www.linkedin.com/company/silveri-wilson

07/25/2024

Reminder: Just as the tides are ever-changing, so are life circumstances. Ensuring your estate plan is up-to-date can help you and your family navigate the waves of life more smoothly. 🌊

Whether it's a new addition to the family, changes in assets, or shifts in your relationship status, keeping your estate plan current is essential. πŸ’―

Worried your plan isn't as up-to-date with your current circumstances as you would like? We can help. Contact us today.

We're always here to help with your Estate Plan or your Real Estate Closing. Contact us if we can help.



Your friends at,
S I L V E R I + W I L S O N, L L C
Estate Planning β€’ Elder Law β€’ Real Estate

πŸ“ 152 Conant St, Beverly, MA 01915
πŸ“ž 978-767-8540
βœ‰οΈ [email protected]
🌐 www.silveriwilson.com

πŸ–₯️ Virtual appointments available!

JOIN US ON SOCIAL MEDIA πŸ‘
Facebook: https://www.facebook.com/silveriwilson
Instagram: https://www.instagram.com/silveriwilsonllc/
LinkedIn: https://www.linkedin.com/company/silveri-wilson

07/24/2024

πŸ“’ Exciting News! We've just published a new blog post on our website entitled Estate Planning In Massachusetts: The Basics Explained! 🌐 ✨ Dive into our latest article to stay informed about the importance of estate planning.

πŸ’‘Read more on our website at:

πŸ”—https://silveriwilson.com/why-an-estate-plan-is-important/

When you're ready to get your estate plan in place, click the Contact Us link on our website. We're always here to help with your Estate Plan or your Real Estate Closing.



Your friends at,
S I L V E R I + W I L S O N, L L C
Estate Planning β€’ Elder Law β€’ Real Estate

πŸ“ 152 Conant St, Beverly, MA 01915
πŸ“ž 978-767-8540
βœ‰οΈ [email protected]
🌐 www.silveriwilson.com

πŸ–₯️ Virtual appointments available!

JOIN US ON SOCIAL MEDIA πŸ‘
Facebook: https://www.facebook.com/silveriwilson
Instagram: https://www.instagram.com/silveriwilsonllc/
LinkedIn: https://www.linkedin.com/company/silveri-wilson

07/23/2024

Don't forget these 7️⃣ common assets in your estate plan! ✨

1️⃣ Bank & Retirement Accounts πŸ’°
2️⃣ Insurance Policies πŸ›‘οΈ
3️⃣ Deposit Boxes & Keys πŸ”‘
4️⃣ Real Estate 🏑
5️⃣ Valuable Personal Property πŸ’Ž
6️⃣ Business Interests πŸ“ˆ
7️⃣ Passwords & Digital Assets πŸ’»

Being proactive and planning for these assets is a great place to start. If you're ready to get a comprehensive plan in place that fits your unique wishes give us a call or visit our website. Getting started is as easy as a few clicks. 🌐 πŸ§‘β€πŸ’»οΈ πŸ“†

We're always here to help with your Estate Plan or your Real Estate Closing. Please contact us anytime if we can help. πŸ“žπŸ’¬



Your Friends At,
S I L V E R I + W I L S O N, L L C
Estate Planning β€’ Elder Law β€’ Real Estate

πŸ“ 152 Conant St, Beverly, MA 01915
πŸ“ž 978-767-8540
βœ‰οΈ [email protected]
🌐 www.silveriwilson.com

JOIN US ON SOCIAL MEDIA πŸ‘
Facebook: https://www.facebook.com/silveriwilson
Instagram: https://www.instagram.com/silveriwilsonllc/
LinkedIn: https://www.linkedin.com/company/silveri-wilson

07/22/2024

🚨 Attention Parents of College-Age Students 🚨

Did you know that once your child turns 18, you lose access to their medical, financial, and academic records? This significant change often surprises many parents.

However, with the right legal documents, you can maintain the ability to support and assist your child in emergencies. Here are four essential documents to consider once your child reaches adulthood:

1. **Health Care Proxy**: Allows you to make medical decisions on behalf of your child if they are unable to do so.
2. **HIPAA Release Form**: Grants you access to your child's medical information.
3. **Durable Power of Attorney**: Enables you to manage your child's financial affairs.
4. **FERPA Release Form**: Permits you to access your child's educational records.

We're always here to help with your Estate Plan or your Real Estate Closing. Please contact us anytime if we can help. Have a great day today.

Your Friends At,

S I L V E R I + W I L S O N, L L C
Estate Planning β€’ Elder Law β€’ Real Estate

πŸ“ 152 Conant St, Beverly, MA 01915
πŸ“ž 978-767-8540
βœ‰οΈ [email protected]
🌐 www.silveriwilson.com

Photos from Silveri + Wilson's post 07/20/2024

Get ready for the 2024 Summer Olympics! From July 26 to August 11, watch athletes compete in track and field, swimming, gymnastics, and exciting new sports like surfing, skateboarding, and sport climbing. Swipe for ways you can watch ↩️

We would love to know: what sport are you excited to watch? Let us know in the comments!

Remember, we're always here to help with your Estate Plan or your Real Estate Closing. Please contact us anytime if we can help. Have a great day today everyone.

Your friends at,
S I L V E R I + W I L S O N, L L C

Estate Planning β€’ Elder Law β€’ Real Estate
πŸ“ 152 Conant St, Beverly, MA 01915
πŸ“ž 978-767-8540
βœ‰οΈ [email protected]
🌐 www.silveriwilson.com

07/18/2024

As we journey through 2024, it's an ideal moment to consider how recent life changes might affect your estate plan.

Have you experienced any major milestones lately? Events like births, marriages, divorces, or shifts in your financial situation can significantly influence your estate planning and the protection of your loved ones.

A quick call is all it takes to secure your future and ensure peace of mind for you and your family. Reach out to schedule a review today.

We're always here to help with your Estate Plan or your Real Estate Closing. Please contact us anytime if we can help. Have a great day today.

Your Friends At,

S I L V E R I + W I L S O N, L L C
Estate Planning β€’ Elder Law β€’ Real Estate

πŸ“ 152 Conant St, Beverly, MA 01915
πŸ“ž 978-767-8540
βœ‰οΈ [email protected]
🌐 www.silveriwilson.com

JOIN US ON SOCIAL MEDIA πŸ‘
Facebook: https://www.facebook.com/silveriwilson
Instagram: https://www.instagram.com/silveriwilsonllc/
LinkedIn: https://www.linkedin.com/company/silveri-wilson

Photos from Silveri + Wilson's post 07/17/2024

For real estate investors, a 1031 tax exchange offers a strategic advantage by allowing the deferment of capital gains taxes when exchanging qualifying properties. This mechanism can significantly aid in portfolio growth and diversification without the immediate tax expense.

With that in mind, we’re sharing an overview of 1031 exchanges and their benefits.

Swipe for more details, and reach out to us with any questions or needs ➑️ Our team is here and ready to support you.

We're always here to help with your Estate Plan or your Real Estate Closing. Please contact us anytime if we can help. Have a great day today.

Your Friends At,

S I L V E R I + W I L S O N, L L C
Estate Planning β€’ Elder Law β€’ Real Estate

πŸ“ 152 Conant St, Beverly, MA 01915
πŸ“ž 978-767-8540
βœ‰οΈ [email protected]
🌐 www.silveriwilson.com

JOIN US ON SOCIAL MEDIA πŸ‘
Facebook: https://www.facebook.com/silveriwilson
Instagram: https://www.instagram.com/silveriwilsonllc/
LinkedIn: https://www.linkedin.com/company/silveri-wilson

Photos from Silveri + Wilson's post 07/15/2024

As summer unfolds, so do exciting opportunities in the real estate market! Whether you want to buy, sell, or simply stay informed, swipe for some key updates ↩️

If you have questions or need guidance, our team is here to help you make informed decisions. Reach out to us anytime!

We're always here to help with your Estate Plan or your Real Estate Closing. Please contact us anytime if we can help. Have a great day today.

Your Friends At,

S I L V E R I + W I L S O N, L L C
Estate Planning β€’ Elder Law β€’ Real Estate

πŸ“ 152 Conant St, Beverly, MA 01915
πŸ“ž 978-767-8540
βœ‰οΈ [email protected]
🌐 www.silveriwilson.com

JOIN US ON SOCIAL MEDIA πŸ‘
Facebook: https://www.facebook.com/silveriwilson
Instagram: https://www.instagram.com/silveriwilsonllc/
LinkedIn: https://www.linkedin.com/company/silveri-wilson

Photos from Silveri + Wilson's post 07/12/2024

What is probate, and how does it affect you and your loved ones?

Probate is the legal process that takes place after someone passes away, involving the validation of their will and the distribution of their assets. Depending on the complexity of the estate, this process can last anywhere from several months to several years.

To help you navigate this process, we've put together some valuable information and tips for making probate smoother. Swipe through to learn more ↩️

We're always here to help with your Estate Plan or your Real Estate Closing. Please contact us anytime if we can help. Have a great day today.

Your Friends At,

S I L V E R I + W I L S O N, L L C
Estate Planning β€’ Elder Law β€’ Real Estate

πŸ“ 152 Conant St, Beverly, MA 01915
πŸ“ž 978-767-8540
βœ‰οΈ [email protected]
🌐 www.silveriwilson.com

JOIN US ON SOCIAL MEDIA πŸ‘

Facebook: https://www.facebook.com/silveriwilson
Instagram: https://www.instagram.com/silveriwilsonllc/
LinkedIn: https://www.linkedin.com/company/silveri-wilson

07/09/2024

The recent Supreme Court ruling in IRS v. Connelly (2024) has significant implications for estate planning, especially for owners of closely held businesses.

The Court sided with the IRS, determining that a corporation's obligation to redeem shares doesn't reduce the company's value for estate tax purposes. This decision highlights the necessity of meticulous estate planning beyond just having a buy-sell agreement funded by life insurance.

Key Strategies to Consider:

βœ… Formal Valuation - Obtain a formal appraisal to ensure fair valuation.
βœ… Cross-Share Agreements - These can be used to avoid complications by keeping insurance proceeds out of estate tax calculations.
βœ… Life Insurance Placement - Hold life insurance outside the estate to prevent inclusion in taxable assets.

Own a closely held business? Reach out to us to explore strategies to minimize your estate tax liability and ensure a smooth succession plan. Let’s make sure you’re prepared and protected.

We're always here to help with your Estate Plan or your Real Estate Closing. Please contact us anytime if we can help. Have a great day today.

Your Friends At,

S I L V E R I + W I L S O N, L L C
Estate Planning β€’ Elder Law β€’ Real Estate

πŸ“ 152 Conant St, Beverly, MA 01915
πŸ“ž 978-767-8540
βœ‰οΈ [email protected]
🌐 www.silveriwilson.com

07/08/2024

What happens to pets in the case of divorce or the death of an owner?

Through estate plans, owners are able to ensure the needs of their pets are met, even if something happens to them.

When considering estate planning for pets, essential factors include:

🐾 Identifying unique care needs and the desired living arrangement for each pet.
🐾 Allocating financial resources for their care.
🐾Selecting responsible individuals for daily care and financial oversight.

Failure to plan can leave pets at risk. To mitigate such outcomes, establishing a pet trust can provide a structured solution, offering peace of mind that your pets will receive the care and protection they deserve in your absence.

Want more information? Reach out to our team β€” we are here to help.
Your Friends At,

S I L V E R I + W I L S O N, L L C
Estate Planning β€’ Elder Law β€’ Real Estate

πŸ“ 152 Conant St, Beverly, MA 01915
πŸ“ž 978-767-8540
βœ‰οΈ [email protected]
🌐 www.silveriwilson.com

07/04/2024

Happy Independence Day! However you're celebrating, we hope you have a wonderful 4th of July. πŸ‡ΊπŸ‡Έ

Please note that our office will be closed in observance of the holiday. Should you need us urgently, we will be back to assist you when normal hours resume on July 8th.

Your Friends At,

S I L V E R I + W I L S O N, L L C
Estate Planning β€’ Elder Law β€’ Real Estate

πŸ“ 152 Conant St, Beverly, MA 01915
πŸ“ž 978-767-8540
βœ‰οΈ [email protected]
🌐 www.silveriwilson.com

06/21/2024

There’s no question that navigating a divorce can be extremely difficult; there are a number of important considerations to keep in mind as the dust settles β€” with one of them being your estate plan.

With that in mind, we wanted to share a helpful overview of estate planning steps that those undergoing a divorce will need to take:

βœ… Revising Your Will and Trust - Revisit the recipient of your assets in your will and trust. Confirm current guardianship requests for minor children.
βœ… Updating Beneficiaries - Review and amend beneficiaries on life insurance, bank accounts, and retirement funds to align with your current wishes.
βœ… Changing Powers of Attorney - Consider revoking powers of attorney granted to your ex-spouse. If you opt to do so, be sure to appoint a trusted individual in their place.

If you’ve recently undergone a divorce, know that we are here to help you update your estate plan with as much ease and efficiency as possible. Reach out anytime.

Your Friends At,

S I L V E R I + W I L S O N, L L C
Estate Planning β€’ Elder Law β€’ Real Estate

πŸ“ 152 Conant St, Beverly, MA 01915
πŸ“ž 978-767-8540
βœ‰οΈ [email protected]
🌐 www.silveriwilson.com

06/14/2024

As we navigate through 2024, it's the perfect time to reflect on life changes and how they could impact your estate plan.

Have there been any significant milestones in your life recently? Births, marriages, divorces, or changes in your financial situation can impact your estate plan and how you wish to protect your loved ones.

A brief call is all it takes to secure your future and provide peace of mind for you and your family. Reach out to schedule a review.

Your Friends At,

S I L V E R I + W I L S O N, L L C
Estate Planning β€’ Elder Law β€’ Real Estate

πŸ“ 152 Conant St, Beverly, MA 01915
πŸ“ž 978-767-8540
βœ‰οΈ [email protected]
🌐 www.silveriwilson.com

06/06/2024

On this 80th Anniversary of D-Day, we honor and remember the bravery and sacrifice of our veterans. Their courage and dedication secured our freedom. Let's take a moment to reflect on their heroism and express our heartfelt gratitude.

TRUSTS: PROTECT & PRESERVE YOUR ESTATE 05/31/2024

πŸ“‹FREE SEMINAR - TRUSTS: PROTECT & PRESERVE YOUR ESTATE
Silveri + Wilson welcomes you to our next Estate Planning Seminar at Mission Boathouse, 1 Water Street, Beverly. This will be a great discussion for people who need an estate plan or for those who have a plan and are curious if an update could be needed. Coffee and refreshments will be provided.

πŸ“Œ SPACE IS LIMITED
To make it convenient, we're offering two days and times from which you can choose a session:
πŸ—“οΈ 6/5 at 9:00 am, OR
πŸ—“οΈ 6/6 at 6:00 pm

πŸš€ REGISTER
You can register from our home page at www.silveriwilson.com by clicking the green "Join Our Next Seminar" button toward the top of the page.

WHAT YOU'LL LEARN:
βœ”οΈ Wills and Living Trusts – Learn the advantages and disadvantages to both.
βœ”οΈ Asset Protection – How to protect your assets and your family’s inheritance from creditors, divorce, and lawsuits.
βœ”οΈ Long-Term Care Planning – How to protect your home against Medicaid liens.
βœ”οΈ Next Spouse Protection – How to protect your assets from your surviving spouse’s next spouse.
βœ”οΈ Probate – How you can avoid this public, expensive, and time-consuming process.
βœ”οΈ Estate Taxes – How you can strategically minimize estate taxes.
βœ”οΈ Incapacity – How to help the person you’ve chosen to handle your affairs during any incapacity avoid having to go to court and face unnecessary delays and fees.
βœ”οΈ Trustee Responsibility – You’ll also learn about trustee and successor trustee liabilities and responsibilities.

🌟 We hope to see you there. Please feel free to bring a guest and forward this to friends and colleagues.🌟

We're always here to help with your Estate Plan or your Real Estate Closing. Please contact us anytime if we can help. Have a great day today everyone.

Your Friends At,
S I L V E R I + W I L S O N, L L C

Estate Planning β€’ Elder Law β€’ Real Estate
πŸ“ 152 Conant St, Beverly, MA 01915
πŸ“ž 978-767-8540
βœ‰οΈ [email protected]
🌐 www.silveriwilson.com

TRUSTS: PROTECT & PRESERVE YOUR ESTATE Complimentary Estate Planning Event for You and a Guest

05/27/2024

πŸ‡ΊπŸ‡Έ This Memorial Day, our office will be closed as we pay our respects to the brave men and women who made the ultimate sacrifice for our freedoms. We invite you to join us in this important and solemn remembrance.

Should questions or needs arise while we are out office, our team will address them when we resume regular business hours on Tuesday, May 28.

Your Friends At,

S I L V E R I + W I L S O N, L L C
Estate PlanningπŸ”ΉElder Law πŸ”ΉReal Estate

πŸ“ 152 Conant St, Beverly, MA 01915
πŸ“ž 978-767-8540
βœ‰οΈ [email protected]
🌐 www.silveriwilson.com

05/22/2024

Americans are living longer than in previous generations, and this increase in longevity means adjustments in retirement age and savings strategies are necessary, possibly pushing retirement to age 70 or beyond.

But what about estate planning? Plans need to cater not just to living longer but living well, including needing significant health care or assisted living services.

Whether it's setting up trusts, discussing health care proxies and powers of attorney, or protecting against undue influence and creditors, we're here to help you plan a secure, fruitful future. Reach out today if we can help.

Your Friends At,

S I L V E R I + W I L S O N, L L C
Estate Planning β€’ Elder Law β€’ Real Estate

πŸ“ 152 Conant St, Beverly, MA 01915
πŸ“ž 978-767-8540
βœ‰οΈ [email protected]
🌐 www.silveriwilson.com

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152 Conant Street, Suite 204
Beverly, MA
01915

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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