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Estate Planning

Estate Planning is simply determining (while you’re still alive) where your assets should go and who should handle your affairs, after you die, or if you become disabled.  Without a properly structured estate plan, your wishes may not be fulfilled, and your loved ones could be hurt both emotionally and financially.

Preemptive planning in a perfect world is an ideal scenario. All plans have a legal, financial and sometimes a health care component.  From a legal perspective, the proper legal documents need to be constructed.  The documents used are commonly Wills; Trusts; Powers of Attorney; and Health Care Proxies.  You might say, “I already have a Will, I am all set”.  In most instances, a Will is not enough!   There are other areas of exposure that must be addressed.  For instance, Probate is an expense that through proper planning can easily be avoided.

Every family has different needs and dynamics and a proper estate plan can be customized to suit your individual family’s needs.  We will work to ensure that we take full advantage of existing laws and put a workable strategy into place.

For those veterans who qualify, there are even programs that veterans are entitled to.  No matter what the situation is, our goal is to always do it in the most efficient and cost-effective manner possible.

If you remember only one thing, “estate planning is not one-size-fits-all”.  Our commitment to you is to see that all areas of exposure are addressed and your wishes will be carried out.

family outside home

Legal Planning

Often times there is a legal component to our services. Through our in-house affiliate law firm, many of our clients need to structure or restructure their estate plans to accomplish their goals. We will structure the proper and necessary legal documents to ensure all your wishes are carried out.

Want to Learn More?

Larry and Anne A. -Plymouth, MA

None of us are immortal.  We finally came to that realization now that we are in our 60s.    It was time to do some planning.  We have adult aged children and didn’t want to leave them with any unnecessary mess.  We now have the peace of mind knowing that everything that we worked so hard for all our lives will go to whomever it’s supposed to go to.  In addition, Generations helped us structure a good portion of our retirement assets.  It’s nice having peace of mind knowing that those assets are now safe and secure and we will have a guaranteed income stream we can count on.


A&D -West Newton, MA

Thank God we found someone like Dave Corman. My wife and I are hovering around the retirement thing. We were in need of help with estate planning and our many different IRAs.  The Generations people have many resources. They were able to explain things in simple terms that anyone can understand.

I would urge anyone that’s thinking about retirement or need help with estate planning to give them a call. You will be glad you did.


Bev S. -Westwood, MA

It is a nice feeling knowing that the assets that my late husband and I worked so hard for are safe.  Dave Corman and the staff at Generations take their time to listen to you and secure your goals and objectives.


Paul D. -Revere, MA

Dave Corman and the folks at Generations have been with my family for over 25 years!  My mother-in-law was a young widow.  She worked hard all her life to accumulate some assets.  Her home and most of her money are now protected.

Moreover, I have done the same.  My estate plan is in place and I have structured my own guaranteed pension plan.  To say that I highly recommend Generations is an understatement!


Ron D. -Marshfield, MA

I am a 52-year-old recent widower.  Needless to say, my life has been turned upside down.  This is especially so since I have two children currently in college.  Generations Asset Preservation has helped me immensely.  In fact, I don’t know what I would have done without them.  I had lots of planning issues that definitely needed to be addressed, both in terms of finances and my estate plan.  I didn’t want to compound things and leave behind a mess for my family, should something happen to me.  Generations took their time with me and we now have a planning roadmap suited to my situation.   As part of the process, I constructed a private pension plan that will secure my retirement.  Most importantly, I now have the ultimate peace of mind knowing I can get on with the rest of my life and my children will be well taken care of.


Richard M. -Stoughton, MA

My parents were products of the depression and the World War II generation.  Like most people of that generation, they scrimped and saved their entire lives.  When they both became ill, they were in danger of losing everything, which understandably, caused them much distress.  We were told by a number of people that there was nothing they could do to protect their live savings.  The story doesn’t end there.  We were referred to Dave Corman and the folks at Generations Asset Preservation.  They were extremely kind, thorough, and professional.  My parents have since passed away, but they were secure in the knowledge that everything they worked so hard for was ultimately protected.

My wife and I have since realized the importance of doing our own planning.  Of course, we came back to Generations for that purpose.


George E - Randolph, MA

It would not have been possible for anyone to be more knowledgeable than Dave Corman. I can readily understand how you and your company have earned the respect and admiration of everyone in your field.  You certainly deserve your wonderful reputation. I hope that our relationship will last for many years.


Lorine P. -Boston, MA

My mother and father are the classic immigrants’ success story.  They worked hard all their lives and were able to educate their children and save some money.  My dad has since passed away.  Thank goodness my mom is still doing well.

Dave Corman and the folks at Generations Asset Preservation were able to protect her assets and structure the proper documents.

My sister and brother also have used Generations Asset Preservation for their estate and retirement planning.  I am a recently retired school psychologist and my husband and I are doing our planning with Generations Asset Preservation as well.  Meeting with Generations Asset Preservation is time very well spent.


old-couple

Larry and Anne A.
Plymouth, MA

None of us are immortal.  We finally came to that realization now that we are in our 60s.    It was time to do some planning.  We have adult aged children and didn’t want to leave them with any unnecessary mess.  We now have the peace of mind knowing that everything that we worked so hard for all our lives will go to whomever it’s supposed to go to.  In addition, Generations helped us structure a good portion of our retirement assets.  It’s nice having peace of mind knowing that those assets are now safe and secure and we will have a guaranteed income stream we can count on.

happy-woman

Bev S.
Westwood, MA

It is a nice feeling knowing that the assets that my late husband and I worked so hard for are safe.  Dave Corman and the staff at Generations take their time to listen to you and secure your goals and objectives.

old-man

George E.
Randolph, MA

It would not have been possible for anyone to be more knowledgeable than Dave Corman. I can readily understand how you and your company have earned the respect and admiration of everyone in your field.  You certainly deserve your wonderful reputation. I hope that our relationship will last for many years.