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By Jason Carrozza
Attorney

Hi Everyone,

Happy Wednesday! One piece of advice that I typically tell people when we are talking about their trust funding is that, “funding is a marathon, not a sprint.” It’s important to systematically go through your assets and beneficiary designations and ensure that they are all updated in accordance with your estate planing goals and objectives. Taking a step back from estate planning for a minute, let’s have a little fun. In honor of the Boston Marathon, here are some fun Marathon facts:

  • The first Boston Marathon was run on April 19, 1897.
  • The race is always held on Patriots Day, which used to always be April 19th. Patriots Day is now celebrated on the 3rd Monday in April.
  • Women were not officially allowed to enter the race until 1972.
  • The Wheelchair Division was added in 1975.
  • The winners of this year’s Boston Marathon are Yuki Kawauchi of Japan in the men’s division and Desiree Linden of the United States in the women’s division (the first American woman to win the race in 40 years!).

While we all may not be marathon runners, it’s important that we either make it to the starting line or finish the estate plan that we started! If it’s time for you to work out the details of your own estate plan, please contact us today.

Until next time,
Amy

About the Author
Jason M. Carrozza is a partner and founder of Family Legal Partners, P.C., previously owning Carrozza Law Office, P.C., which focused on estate planning, probate administration, and business formation. He was recognized as a Massachusetts Rising Star by New England Super Lawyers and Boston Magazine in 2014, 2015, and 2016, an honor given to no more than 5% of attorneys in the state. Graduating magna cum laude from New England Law and ranked 3rd in his class, Jason completed his undergraduate degree at the University of Tampa. He gained experience in civil litigation, divorce, corporate, and insurance defense law firms before opening his practice in 2004. Jason is admitted to practice before the Massachusetts Courts, is a trained family law mediator, and a member of the Massachusetts Council on Family Mediation. He has volunteered for pro bono panels with Senior Partners For Justice, South Middlesex Legal Services, and the New Center for Legal Advocacy. Dedicated to his community, he has served in various leadership roles including vice president of the Bellingham Business Association and Master of Excelsior Lodge of Massachusetts Freemasons. He teaches Estate Planning Basics at the Tri County Continuing Adult Education program and speaks at estate planning seminars throughout the year. An avid baseball fan and history enthusiast, Jason enjoys outdoor activities and spending time with his family. He lives in Massachusetts with his wife, Katrina, and their children, Zachary and Madelyn.