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Category: News

September 2023 Client Letter

Dear Client,

Beasley and Ferber, P.A. has been in existence for 33 years. As mentioned in our Fall letter, we are now looking forward to the next chapter in our firm’s long history; combining our practice with that of Donohue, O’Connell & Riley PLLC. The new firm will continue operating at 55 Hall Street, Concord, New Hampshire, as well as at our Exeter, North Andover, Bedford and Nashua offices. This transition will be completed in early 2024.

In this next chapter, Attorney David Ferber will continue as a senior attorney and my nephew, Attorney Timothy O’Brien, will join the firm as an associate. My staff will stay consistent to continue to provide top quality legal services. I will continue in an “of counsel” role to the firm, to ensure a smooth introduction of clients and transfer of files.

Donohue, O’Connell & Riley PLLC focuses their practice on estate planning, tax and elder law. With offices throughout the northeast, they can help with both local matters and complex planning that crosses state lines and international borders. For more information, you can visit their website at www.docrlaw.com.

If we hold your original will or other important documents, they will remain in the custody of the firm, unless you direct otherwise. If you have documents on file with us, you may, if you wish, request to take possession of your file. If we do not hear from you within 90 days of receipt of this letter, it will be presumed that you do not have an objection to your file being transferred to the new combined firm.

We will be working closely with Joseph Donohue, the managing partner of Donohue, O’Connell & Riley PLLC, to introduce you to their team over the coming months. Know that you will continue to be in good hands. We want to thank you for the privilege of helping you with your legal needs and look forward to serving you and your family in the months and years ahead.

Very truly yours,

Ted Beasley

 

Spring Letter

Dear Valued Client of Beasley & Ferber,

We write to you now on the brink of spring. The past year has been a trying one for me, as it may have been for many of you. I lost one of my two brothers to a heart attack and my surviving brother, who lives alone on Cape Cod, is suffering from ever-worsening memory loss. I find myself with renewed empathy for the plight of our clients and the families who care for them, particularly from afar. I also have a great appreciation for the documents I put in place for my brother, so an already difficult situation is uncomplicated by probate court and other legal entanglements.

While 2021 certainly presented many challenges for us all, I am also hopeful for a brighter year ahead. In keeping with our custom, we will be presenting a series of public estate-planning seminars across New Hampshire and in Massachusetts. You are welcome to attend these as a refresher on important matters, such as avoiding probate, gaining nursing-home protection and learning the difference between acting as power of attorney versus guardianship. Living through this personally is giving me a new perspective, further amplifying that what we have done for clients for all these years has significant value.

In addition, we are offering you – our valued clients – and your loved ones an invitation to attend one of our “Beneficiary 101” workshops. These events are designed to educate your beneficiaries on how to carry out an estate plan when the time comes: the overall expectations and impact, responsibilities of executors and powers of attorney, what exactly your trustee needs to do in order to pass the assets to the next generation, etc. At many of our public seminars and “Beneficiary 101” events, I will be joined by Greg Gagne of Affinity Investment Group, who will spend time discussing the new IRA rules that have a major impact on clients legacy plans and potential tax consequences.

To register for either a public seminar or a client-only workshop, call our office or sign up on our newly updated website: www.beasleyferber.com. Here, you can also learn more about our services, make an appointment, or check for updates to our seminar schedule. We are adding new dates every week so be sure to visit.

Finally, hundreds of clients have signed up for our new monthly e-newsletter. In doing so, they are the first to know about new events, presentations and law changes. They also have received this letter in their inbox (rather than in their mailbox.)  Starting in 2023, our office will be shifting to digital communications with our clients. Unless a client requests continued paper copy, we will keep you informed by email with timely news — and we meet our goal of being more environmentally conscious.  It is critical that you supply us your email address as soon as possible. Signing up is easy and takes less than 5 minutes. Go to https://beasleyferber.com/newsletter/ and fill out the form. You can also stay connected with us online by “liking” the official Beasley & Ferber Facebook page.

We look forward to seeing you at a seminar or workshop, but don’t forget: we can also come to you. If your church or civic group is interested, or if you live in a 55+ community with clubhouse space, we can offer our program right in your neighborhood.

For any question, request, service or to register for a seminar, we can be contacted at our office at 1-800-370-5010 or 225-5010.

Very truly yours,

Ted Beasley

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