Category Archives: Family Business

Proposed Regulations Curtailing Valuation Discounts Withdrawn

February 7, 2018

The Treasury Department and the IRS have announced that proposed regulations that would have [...]

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Life Insurance Myths and Estate Planning Tips

One of the most important [...]

5 Common Estate Planning Myths

Misconceptions are very common with [...]

Estate Planning Goals for 2021

The new year is a [...]

Financial Planning Tips for 2021

It’s a new year, which [...]

Can My Estate Plan Solve My Capital Gain Tax Issue?

Attorney Marco Schiavo answers the [...]

Estate Planning During the Holidays

The holidays are always a [...]

Year-End Estate Planning and Last Minute Changes

With only a few weeks [...]

4 Tips for Estate Executors

Being an estate executor (now [...]

Estate Planning for Different Stages of Your Dependents’ Lives

We previously wrote about how [...]

5 Immediate To-Do’s for Estate Executors

Being an executor of an [...]

Estate Planning for Different Stages in Life

At any age of adulthood, [...]

3 Ways to Change Your Estate Plan

Most estate planning documents can [...]

5 Common Mistakes When Updating Estate Plans

Estate plans should be reviewed [...]

3 Important Decisions for a Power of Attorney

There are several decisions to [...]

Purpose of a Power of Attorney in MA Estate Plans

A power of attorney is [...]

3 Reasons to Create Special Trusts

Trusts are one of the [...]

Tax Implications of Inherited 401(k) Accounts

Tax laws for retirement accounts [...]

401(k) Beneficiary Rules Based on Marital Status

401(k) accounts are among the [...]

Why Term Life Insurance May Be the Best Solution

There are many different life [...]

Best Ways to Incorporate Life Insurance into Estate Plans

Incorporating life insurance into an [...]

Coordinating Estate Plans of Divorced Couples

Coordinating Estate Plans of Divorced Parents

When couples divorce, they each [...]

Estate Planning for Divorced Parents in Massachusetts

Divorce is an important life [...]

4 Things Single Adults Should Have in Their Estate Plan

The urgency to complete estate [...]

Tips on Estate Planning for Single Adults

Estate planning discussions are often [...]

What to Look For in an Estate Planning Attorney

There are an abundance of [...]

Reasons to Hire an Estate Planning Attorney

Estate planning can be very [...]

Estate Settlement Information Gathering Checklist

A decedent’s estate must go [...]

Estate Settlement Process Steps

The estate settlement process by [...]

Emergency Request for Temporary Guardianship of an Incapacitated Person

With the Coronavirus pandemic spreading, [...]

Guardianship of an Incapacitated Adult in Massachusetts

If an adult becomes incapacitated [...]

5 Things That Make Your Estate Plan Unique

Your life is unique, as [...]

Coronavirus Impact on Retirement Planning

Coronavirus has impacted the economy [...]

Estate Planning Considerations for the 2020 Stimulus Package

As you’ve probably heard, the [...]

5 Qualities of a Good Personal Representative in Massachusetts

Selecting a Personal Representative (formerly [...]

Responsibilities of a Personal Representative of an Estate in Massachusetts

Executors, now known as Personal [...]

Common Mistakes Made in DIY Estate Plans

Mistakes are always more likely [...]

Dangers of DIY Estate Plans

With so much information available [...]

Tax Implications of Real Estate Gifting Strategies

If you’re debating whether to [...]

Tax and Trust Law Changes for 2020

Every year brings with it [...]

5 Things That Need Special Handling in Estate Planning

Some types of assets require [...]

Estate Planning Questions for 2020

Happy New Year! As you [...]

Year-End Estate Planning Tasks

The holidays and end-of-year are [...]

Estate Planning During the Holidays

With so many activities during [...]

What Happens When a Beneficiary of a Family Trust Gets Divorced

Family trusts are often designed [...]

Tips on Choosing Guardians for Your Children

Choosing guardians is one of [...]

Characteristics of a Good Guardian for Your Children

There are many different ways [...]

Using a 1031 Exchange to Defer Capital Gains Taxes

1031 exchanges offer tax savings [...]

5 Ways to Reduce or Eliminate Capital Gains Taxes on Investment Properties

Investment properties are a great [...]

Use a Lawyer for Medicaid Planning

Many seniors and their families [...]

Prenups as an Estate Planning Tool

As more and more people [...]

Prevent Mistaken Medicare Denials

Have you or a loved [...]

Medicaid Assessment and Application Process® - Step 6 results

Is it legal to put a camera in a nursing home room?

Technological advances have made it [...]

Should You Leave Siblings Unequal Shares of Your Estate?

When you’re reviewing your estate [...]

Updating Estate Planning Documents at Divorce

The story of a divorcing [...]

Avoiding Medicaid Penalty Period for a House Transfer

Under the laws of most [...]

Benefits of Mediation in Estate Planning

A recent case in Illinois [...]

Guidance on Grandparent Gifting

Grandparents are regularly generous with [...]

Importance of Passwords In Estate Planning

So much is online these [...]

Types of Long Term Care

As people live longer and [...]

5 Ways to Pay for Long Term Care

Long term care is one [...]

Tips on Organizing Non-legal Aspects of Your Estate

When we think of estate [...]

Tax Considerations When Selling a Home in Massachusetts

“Can My Estate Plan Solve [...]

Taxes on Selling Primary Residences Converted to Investment Properties

In our previous blog post, [...]

Plan to Protect Kids with Special Needs

Raising a child with special [...]

Land Trusts Provide Anonymity, Avoid Probate

A land trust is a [...]

Finding Someone’s Date of Death

Imagine your grandfather left a [...]

Increase in nursing home closures across U.S.

Choosing nursing home care can [...]

Guns & Dementia: Dealing with a Loved One’s Firearms

Having a loved one with [...]

Maximizing Social Security Survivor’s Benefits

Social Security survivor’s benefits provide [...]

Getting Paid as a Family Caregiver through Medicaid

Caring for an ailing family [...]

Estate Valuation Approaches

The value of an estate [...]

Understanding Medicare’s Hospice Benefit

Medicare’s hospice benefit covers any [...]

Estate planning Considerations for Late-in-life Parents

It is becoming more common [...]

5 Ways to Increase the Value of Your Estate

If you are preparing an [...]

5 Reasons to Use a Financial Advisor

Financial advising is commonly viewed [...]

Things to Do After the Death of a Spouse

Losing a spouse is one [...]

What to Do With Life Insurance Proceeds After a Spouse Dies

Coping with the loss of [...]

Estate Planning for Family-Owned Businesses in Massachusetts

When you run a family-owned [...]

4 Ways to Transfer Family-Owned Businesses in Massachusetts

There are several ways to [...]

Massachusetts Estate Planning for Assisted Living and Long-term Care

Estate planning and retirement planning [...]

Key Considerations for Elder Estate Planning in Massachusetts

It is never too late [...]

Reasons Not to Designate Children as Life Insurance Beneficiaries

Life insurance policies allow you [...]

Estate Planning Decisions for Parents | MA Estate Planning

As parents of young children, [...]

Life Insurance Retirement Plan Pros and Cons

We previously mentioned the option [...]

Retirement Planning with Index Universal Life Insurance

We often think of life [...]

Protect Assets, Retain Access with Spousal Lifetime Access Trust

A Spousal Lifetime Access Trust [...]

Preventing a Will Contest

When you write a will, [...]

5 Reasons Young Adults Need Estate Planning

Once your children turn 18, [...]

Estate Planning Critical for Non-traditional Couples

Generally speaking, estate planning laws [...]

Massachusetts Opportunity Zones Offer Tax Breaks

For a limited time, investors [...]

Protecting Yourself from Identity Theft

Your identity is constantly at [...]

3 Ways to Safeguard Adult Children

In estate planning, we often [...]

5 Reasons to Freeze Your Credit

Did you know that you [...]

When can you delay taking Medicare?

Although you’re eligible for Medicare [...]

It’s Now Harder for Veterans to Qualify for Long-term Care Benefits

The Department of Veterans Affairs [...]

New Brokerage Account Safeguards Aim to Protect Seniors

As the population ages, elder [...]

The New Tax Law Means It’s Time to Review Your Estate Plan

The tax law signed in [...]

Protecting Yourself from Social Security Identity Theft

Identity theft is a big [...]

Working While Collecting Social Security

Once you reach age 62 [...]

Tips on Gifting Money to Grandchildren

Grandchildren are one of the [...]

How to Avoid Generation Skipping Transfer Taxes

As the name implies, generation [...]

Elder Living Options for Families to Consider

As family members get older, [...]

Using ABLE Accounts in Estate Planning for Disabled Dependents

If you care for a [...]

3 Things to Know Before Gifting a House to Your Kids

There’s a common misconception that [...]

How To Divide Assets Fairly Among Children

Your assets are a tool [...]

Debts You May Be Leaving Behind

A long, wonderful life is [...]

What Happens When There Is No Succession Plan

Having a succession plan is [...]

Why Succession Planning Is Important for Small Business Owners

Succession planning provides a clear [...]

Maintaining Privacy in Massachusetts Estate Plans

Did you know that some [...]

Unusual Assets To Include In Massachusetts Estate Plans

Your estate plan likely includes [...]

Update Estate Plans When Moving to a New State

There are many life changes [...]

Estate Planning for Real Estate Assets

If you own a home, [...]

Should You Deed Your House to Your Kids While You Are Still Living?

Most people pass on assets [...]

Wills versus Trusts for Massachusetts Estate Planning

Wills and trusts are common [...]

Creating a Will in Massachusetts

When you think of estate [...]

Irrevocable Trusts for Estate Planning in Massachusetts

In a previous blog post, [...]

Detecting and Avoiding Email Scams

It’s hard to tell where [...]

Tips on Protecting Yourself from Phone Scams

Phone scams are becoming more [...]

Retirement Tips for Women

No one wants to think [...]

3 Things Commonly Forgotten in Massachusetts Estate Plans

Estate plans contain many different [...]

Finding Estate Planning Documents for Deceased Family Members

Losing a family member can [...]

Make an Estate Plan for Digital Assets

Technology use is so prevalent [...]

Difference Between Medicare, Medicaid and MassHealth

Government programs are often mistaken [...]

Massachusetts Medicaid Qualification Criteria & Medicaid Planning Tips

Medicaid is a government health [...]

Money Saving Tips and Retirement Planning

There are many different ways [...]

5 Retirement Planning Tips for MA Seniors

Retirement is something that we [...]

Capital Gains Tax When Selling a Home in Massachusetts

“Can My Estate Plan Solve [...]

Massachusetts Elder Law Services from Simmons & Schiavo

As elder law attorneys, the [...]

2018 Tax Reform Impact on Seniors in Massachusetts

The new tax law that [...]

Financial Planning Changes Based on 2018 Tax Law

2018 brings several tax law [...]

Student Loan Debt and Estate Planning in Massachusetts

Estate planning involves understanding and [...]

5 Massachusetts Estate Planning Mistakes to Avoid

Estate planning can help maximize [...]

Changing a Special Needs Trustee

Special needs trusts are vital [...]

Revising Your Estate Plan After a Divorce in Massachusetts

Divorce can be a stressful [...]

There Is Not Time to Do It Later

One of the most frustrating [...]

Proposed Regulations Curtailing Valuation Discounts Withdrawn

The Treasury Department and [...]

Everyone Can Get a Trust

Trusts used to be viewed [...]

3 Ways to Leave Assets to Adult Beneficiaries

When most people think about [...]

Types of Life Insurance Policies – Which Is Best for You?

In a previous blog post, [...]

Pre-Litigation Claims Can Be Effective in Estate Tax Disputes

Pre-litigation is an activity that [...]

Life Insurance and Estate Planning in Massachusetts

If your assets are insufficient [...]

Communicate with Your Kids Before Leaving Unequal Assets

When it comes to leaving [...]

4 Things to Include In Your Estate Plan if You Have Children

Estate plans should always be [...]

How to Leave Your Home to the Kids

Deciding when and how to [...]

Massachusetts Durable Power of Attorney and Estate Planning

Most people think of an [...]

2018 Changes that Impact Massachusetts Estate Planning

With each new year comes [...]

Estate Planning Is For Everyone

Many believe that estate planning [...]

3 Ways to Avoid Estate Taxes in Massachusetts

Everyone focuses on saving and [...]

Surviving Spouse Liability for Mortgage Debt in Massachusetts

A recent court case in [...]

Massachusetts Revocable Living Trusts

There are many types of [...]

MA Estate Planning for Children with Special Needs

If you have children with [...]

Hidden Benefit to Physician-Assisted Death Law

California’s new law to allow [...]

Spousal Election

A surviving spouse has the [...]

Estate Planning Mistakes

Some of the biggest estate [...]

Even without an Estate Tax, Trusts are Beneficial

Many people get trusts as [...]

Estate Planning With Few Assets

People who do not have [...]

Preparing for Alzheimer’s

Everyone needs to prepare for [...]

Before You Have a Baby

If you are expecting your [...]

Why You Should Fund a Trust

If you have a trust, [...]

Adapting Your Home for the Elderly

If you would like to [...]

Three Ways to Transfer Your Property at Death

There are three basic ways [...]

Planning for Incapacity

Estate Planning is typically associated [...]

Estate Planning is not just for the Rich

The myth that estate planning [...]

How to Avoid an Estate Planning Tragedy

I recently purchased a copy [...]

How Societies Can Grow Old Better

According to Jared Diamond “there’s an [...]

Update Your Estate Plan

If you do not continuously [...]

Estate Planning Is Important

You cannot merely tell your [...]

Trusts Are Cheaper Than Wills

If you are looking to [...]

Traveling Overseas

Before you go on a [...]

Gray Divorces

Estate Planning, Elder Law [...]

Talk to Your Spouse about Your Estate Plan

After your get an estate [...]

Take Health Care off the Mainframe

Eric Dishman makes a bold [...]

Getting Married

If you are getting married, [...]

Beneficiary Planning

When you first signed up [...]

Estate Planning and Retirement Planning

Estate planning and retirement planning [...]

Elder Law Estate Planning

Most of the time, estate [...]

Options Are Important When Inheriting an IRA

Americans hold a lot of [...]

Paying for Help at Home

Governing ran a recent story [...]

An Executor Is Powerful, So Choose Wisely

This key position determines if [...]

What Your Child Needs before Heading to College

It isn’t just money and [...]

You Need a Power of Attorney

No matter who you are [...]

Parents of High School Graduates

If you are the parent [...]

Filing a Claim Against an Estate

When a person passes away [...]

Yes, Estate Planning Is for You

No matter who you are, [...]

Can Alzheimer’s Disease Be Prevented?

Many think there’s no real [...]

Life Insurance Is Simple and Can Benefit Estate Plan

Estate and capital gains taxes [...]

Train Your Heirs

If you want your wealth [...]

Physician Assisted Suicide in California

Last year, the State of [...]

Medicaid Facts

Repeal of the Affordable Care [...]

Fiduciary Rule Confusion

The new fiduciary rule for [...]

Do You Need a Trust?

One of the biggest questions [...]

Does the Senate Bill Cut Medicaid?

Even though a vote over [...]

Major Social Security Raise Possible

Early signs indicate that Social [...]

ACA Repeal Vote Could Come Soon

Senate Republicans are planning to [...]

How Much to Leave Your Children?

There are two schools of [...]

Medicare Penalty Waived for Some

People who are eligible for [...]

Millennial Inheritance Expectations

Baby Boomer parents with millennial [...]

Tax Credits for Organ Donation

The state of New Jersey [...]

Forgotten Estate Taxes

Many people who think that [...]

How to Blow a Big Inheritance

It is often noted that [...]

Protect Your Assets with Estate Planning

There is possibly no greater blow [...]

Retiring in Your Home

Most people would prefer to [...]

Alan Thicke Estate Battle

Alan Thicke’s sons are fighting [...]

Take a Walk

Elderly people in the early [...]

A Happy Retirement Takes Planning

“Forget finances, you’ll never be [...]

Your Debt and Your Demise

Most Americans pass away owing [...]

Review your estate plan when you move across state lines

When you make a move [...]

Estate planning options for blended families

The dynamics of a blended [...]

Wealthy People Torn

Many wealthy people are torn [...]

Donor Advised Funds

There are many ways to [...]

Estate Tax Uncertainty

President Trump has made an [...]

Handling Death in the U.S.

Studies continue to show that [...]

How to change an irrevocable trust

When dealing with irrevocable trusts [...]

Beware the pitfalls of naming a minor as your beneficiary

A minor generally doesn’t have [...]

Do Not Put Your Will in the Bank

It is important to keep [...]

Just Living Together After 50

More and more elder Americans [...]

Treating Your Children Fairly

One of the biggest problems [...]

No Estate Tax Does not Mean no Estate Planning

With the release of President [...]

Trump’s Tax Plan

After much anticipation, President Trump [...]

John B’s Mistakes

A new podcast is a [...]

Mary Kills People

If you have ever wanted [...]

Social Security Myths

A recent survey found that [...]

Getting Upset Over Another’s Estate Plan

Sometimes when we hear about [...]

The Danger of Wills

It is easier to get [...]

Slayer Statute Limitations

Slayer statutes are designed to [...]

Sued for Saving Patients

The first instinct for doctors [...]

The Family Vacation Home

Many people have fond memories [...]

Avoiding probate

One of the most common [...]

Family Wealth Does Not Always Last

Even great amounts of family [...]

The Beauty of Wills

Wills might seem like a [...]

Estate Planning Prevents Family Fights

There are many reasons to [...]

The Trumps and Trusts

Trusts might be more of [...]

Finding the Right Nursing Home

Going into a nursing home [...]

Planning for a First Child

New parents have many possible [...]

Great news!

We are honored to announce [...]

A Good Time to Get an Estate Plan

While you are busy doing [...]

Tennessee’s Cowan Rule

In most states, to completely [...]

The Elderly Could Benefit From Autonomous Cars

Experts predict that in a [...]

Handling a Younger Boss

Americans are putting off retirement [...]

Offering Condolences

When someone you know passes [...]

Millennials Also Need Estate Plans

Many articles are written about [...]

A Common Estate Planning Myth

People who do not have [...]

Assisted Living Facilities

Senior citizens who no longer [...]

Why We Procrastinate about Estate Planning

Unfortunately, a lot of people [...]

Hire the Right Attorney for Your Estate Plan

Most attorneys are specialists in [...]

IRS Audits Target the Wealthy

In 2017 it is expected [...]

How to pass on your home tax-free

Giving your house to your [...]

You Need More Than Just a Will

Most Americans do not have [...]

Retirement accounts: Tips for taxpayers turning 70 ½

It’s a big year for [...]

Spare Your Family

There are many reasons why [...]

Reverse Mortgages are Better Than They Used to Be

Reverse mortgages used to have [...]

Be Careful With I Love You Wills

Every February married couples express [...]

Mistrial Declared in Age Discrimination Case

An important age discrimination case [...]

Why Families Fight

Family battles over an estate [...]

Does Your Plan Need a Check-Up?

This 8-point checklist can help [...]

New law allows individuals to create special needs trusts

Buried in a new federal [...]

Our “Selecting the Best Estate Planning Strategies Guide” has been updated…

Our “Selecting the Best Estate [...]

Little Things can Be Costly

Improperly doing the little things [...]

Gifting to Children Can Be Done Incorrectly

As much as you might [...]

Funeral Rule Widely Ignored

A federal regulation is designed [...]

Digital Assets: Why They Need to Be Part of Your Estate Plan

What’s going to happen to [...]

Signing an Inheritance Away. It Happens

It is every parent’s worst [...]

Things that Caregivers Need to Do

If you are going to [...]

Changing Residence and Your Estate Plan

Every year thousands of wealthy [...]

Single? Estate planning is still essential

These days, more people are [...]

Have You Really Talked to Your Children About Your Finances?

For most estate plans to [...]

Advice on Personal Items

Most of the estate disputes [...]

What Is on People’s Minds When They Die?

When people are approaching death, [...]

Reasons to Change Your Estate Plan

Whenever you have significant changes [...]

Ask the Chinese If You Need a Will

If you think that you [...]

George Michael’s Estate

Singer George Michael died suddenly [...]

Student Loan Debt Is an Elder Law Issue

Student loans are often thought [...]

Millennials Should Pay Attention to Elder Law

The Millennial generation might still [...]

Suing Yourself on Behalf of an Estate

Estate executors and personal representatives [...]

Robotic Pets for Alzheimer’s Patients

Therapy animals have been used [...]

You Can Die From a Broken Heart

Debbie Reynolds passed away from [...]

Another Aspect of the Estate Tax Debate: Income Inequality

A new study in the [...]

Common Misconceptions about Living Trusts

People often hear things about [...]

Lesser Known Estate Planning Mistakes

Some celebrity estates are discussed [...]

Will Trump Kill the Estate Tax?

One of the biggest questions [...]

What is Estate Planning?

Believe it or not, you [...]

Be on the Lookout for Trust Scams

Unscrupulous companies employ salespeople to [...]

Family Estate Disputes Not Just about Money

It is well known that [...]

Estate Tax Could Be Early Test for President Trump

President-elect Donald Trump ran his [...]

Put Investments in Your Trust

Deciding what should go into [...]

Don’t wait until it’s too late to execute a power of attorney

A durable power of attorney [...]

Reviewing your revocable trust

It’s important to review a [...]

Valuation discounts for transfers in family businesses at risk

The ability to take valuation [...]

Survivorship life insurance good for estate planning

Survivorship life insurance (also known [...]

Estate Planning Is Not as Hard as You Think

Many people put off estate [...]

Many older estate plans have unnecessary trust

An estate planning technique that [...]

Estate Planning Tips for Blended Families

Most of us need to [...]

Avoid this new Medicare ‘trap’

When Judy Hanttula came home [...]

Naming Your Trust the Beneficiary of Your IRA

If you have a trust [...]

5 Estate Planning Tips for Entrepreneurs

While many entrepreneurs are focused [...]

What the Trump Tax Proposals Mean for Retirees

The dust is starting to [...]

The Best Reason to Get an Estate Plan

There are many reasons why [...]

Why Homemade Wills Do Not Work

Drafting your own will or [...]

A Charitable Legacy Requires Planning

If you want to be [...]

What Should you Look for in a Financial Advisor?

There are many important considerations [...]

Don’t make these celebrities’ estate planning blunders

Don’t make these celebrities’ estate-planning [...]

Elder Abuse Costs Rising

A new study suggests that [...]

Financial Issues for Foreign Nationals Working in U.S

Most HR departments faced with [...]

Remarrying? You should consider updating your estate plan

Engaged couples aren’t likely to [...]

Preparing for the $30 trillion great wealth transfer

Over the next several decades, [...]

How to Minimize Estate Taxes with Charitable Donations

Leaving a financial legacy for [...]

Why People Put off Estate Planning

Roughly half of Americans will [...]

4 Estate Planning Documents You Need Beyond A Will

4 Estate Planning Documents You [...]

Do You Want a Will or a Trust?

One of the first things [...]

The Advantages of Making a List of Assets and Debts

Have you ever considered writing [...]

How to Make Sure Your Beneficiaries Don’t Waste Their Inheritance

You’ve spent years accumulating your [...]

7 Steps to Get an Estate Plan

Getting an estate plan often [...]

What is a Simple Will?

The term "simple will" is [...]

Are Your Assets “Liquid”?

When planning the estate of [...]

Don’t Make This Mistake If You’re An Executor

Estate executors have a right [...]

Should You Put Your Home in a Trust?

If you have decided to [...]

Should You Write A “Last Letter” With Your Will?

The Stanford Letter Project is [...]

Family Trust Could Prohibit Beneficiaries From Going to Court

People who set up trusts [...]

Avoid Capital Gains Tax When Selling Investment Property

Did you know that it [...]

Should You Leave Equal Inheritances to Your Children?

Parents who are considering leaving [...]

Long-Term Care Premiums Dip for Men, Rise for Women

On average, long-term care premiums [...]

How to Take Advantage of Low Interest Rates Before They Rise Any Further

Interest rates are now going [...]

Avoid this New Medicare ‘Trap’

When Judy Hanttula came home [...]

Post Death Termination Fees

Families and estate executors have [...]

Estate Planning Awareness Week

If you are one of [...]

Buried With Pets?

Believe it or not, New [...]

What Are the Different Types of Trusts?

Trusts come in all shapes [...]

Rise of the Super Rich

More and more Americans are [...]

Guardianship Abuse Leads to Calls for Reform

The growing problem of adult [...]

Why You May Need an Irrevocable Life Insurance Trust (ILIT)

Although life insurance proceeds may [...]

Estate Tax Discounts Likely to Change for Family-Owned Businesses

Family business owners may want [...]

Medicare Now Covers Conversations About End-of-Life Care

Did you know that 40 [...]

Over $1.1 Million Preserved by ‘Spendthrift Trust Provision’

Spendthrift trusts are commonly used [...]

8 Things You Need to Know if You’re an Agent Under a Power of Attorney

If someone has named you [...]

How to Save on Taxes with Charitable IRA Distributions

Congress has revived a law [...]

How Medicaid’s Look-Back Period Works

Medicaid’s look-back period can be [...]

Estate Planning May be Harder for Couples Without Children

You might think that estate [...]

Has Medicare Dropped Coverage of Your Drugs?

If you’re on a Medicare [...]

Four Big Mistakes Executors Make

Executors have a tough and [...]

Do You Need an Estate Planning Attorney?

There are several options for [...]

Librarian Leaves Millions to University

Every once in a while [...]

Is Social Security “going broke”?

You’ve probably heard the dire [...]

Do you have HIPAA Authorization for your College-Age Child?

As a parent you may [...]

Moving an elderly relative? Think about state taxes

Moving a loved one may [...]

WARNING: Be Careful with Inherited IRAs

Leaving someone an IRA as [...]

What You Need to Know About Estate Planning

Estate planning can be a [...]

The Basics of Trusts

When looking for estate planning [...]

Handling Your Inheritance

If you receive a large [...]

PODCASTS

Can My Estate Plan Solve My Capital Gain Tax Issue?

13. The Ins & Outs of Social Security

12. Medicaid vs. Medicare – What’s the Difference

11. How to Sell Your Home

10. Tips on How to Buy a Pre-Owned Vehicle

8. QLACs- A Way to Not Outlive Your Assets and Avoid Taking Required Minimum Distributions (RMDs)

7. Preserving Wealth by Having Your Business Properly Insured

6. Estate Tax Minimization Using Life Insurance Trusts

5. Second Marriages and the Importance of Expressing Clear Intent in the Trust

4. Preserving your family’s story and legacy

3. The Great Balancing Act: Saving for College and Retirement

1. What is Probate?

2. Obtaining a Pre-approval to Buy a Home

BOOKS

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Selecting Your Trustee: Ensure You Have the Right People Serving in Your Plan

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Asset Alignment and Your Estate Plan: Even the Best Estate Plan Can Fail

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Legal Matters When a Loved One Dies: What to Do Upon a Loved One's Passing

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Proposed Regulations Curtailing Valuation Discounts Withdrawn

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We look forward to speaking with you. Please click below to book a call with one of our team members.

More Resources...

BLOG

Life Insurance Myths and Estate Planning Tips

5 Common Estate Planning Myths

Estate Planning Goals for 2021

Financial Planning Tips for 2021

Can My Estate Plan Solve My Capital Gain Tax Issue?

Estate Planning During the Holidays

Year-End Estate Planning and Last Minute Changes

4 Tips for Estate Executors

Estate Planning for Different Stages of Your Dependents’ Lives

5 Immediate To-Do’s for Estate Executors

Estate Planning for Different Stages in Life

3 Ways to Change Your Estate Plan

5 Common Mistakes When Updating Estate Plans

3 Important Decisions for a Power of Attorney

Purpose of a Power of Attorney in MA Estate Plans

3 Reasons to Create Special Trusts

Tax Implications of Inherited 401(k) Accounts

401(k) Beneficiary Rules Based on Marital Status

Why Term Life Insurance May Be the Best Solution

Best Ways to Incorporate Life Insurance into Estate Plans

Coordinating Estate Plans of Divorced Parents

Estate Planning for Divorced Parents in Massachusetts

4 Things Single Adults Should Have in Their Estate Plan

Tips on Estate Planning for Single Adults

What to Look For in an Estate Planning Attorney

Reasons to Hire an Estate Planning Attorney

Estate Settlement Information Gathering Checklist

Estate Settlement Process Steps

Emergency Request for Temporary Guardianship of an Incapacitated Person

Guardianship of an Incapacitated Adult in Massachusetts

5 Things That Make Your Estate Plan Unique

Coronavirus Impact on Retirement Planning

Estate Planning Considerations for the 2020 Stimulus Package

5 Qualities of a Good Personal Representative in Massachusetts

Responsibilities of a Personal Representative of an Estate in Massachusetts

Common Mistakes Made in DIY Estate Plans

Dangers of DIY Estate Plans

Tax Implications of Real Estate Gifting Strategies

Tax and Trust Law Changes for 2020

5 Things That Need Special Handling in Estate Planning

Estate Planning Questions for 2020

Year-End Estate Planning Tasks

Estate Planning During the Holidays

What Happens When a Beneficiary of a Family Trust Gets Divorced

Tips on Choosing Guardians for Your Children

Characteristics of a Good Guardian for Your Children

Using a 1031 Exchange to Defer Capital Gains Taxes

5 Ways to Reduce or Eliminate Capital Gains Taxes on Investment Properties

Use a Lawyer for Medicaid Planning

Prenups as an Estate Planning Tool

Prevent Mistaken Medicare Denials

Is it legal to put a camera in a nursing home room?

Should You Leave Siblings Unequal Shares of Your Estate?

Updating Estate Planning Documents at Divorce

Avoiding Medicaid Penalty Period for a House Transfer

Benefits of Mediation in Estate Planning

Guidance on Grandparent Gifting

Importance of Passwords In Estate Planning

Types of Long Term Care

5 Ways to Pay for Long Term Care

Tips on Organizing Non-legal Aspects of Your Estate

Tax Considerations When Selling a Home in Massachusetts

Taxes on Selling Primary Residences Converted to Investment Properties

Plan to Protect Kids with Special Needs

Land Trusts Provide Anonymity, Avoid Probate

Finding Someone’s Date of Death

Increase in nursing home closures across U.S.

Guns & Dementia: Dealing with a Loved One’s Firearms

Maximizing Social Security Survivor’s Benefits

Getting Paid as a Family Caregiver through Medicaid

Estate Valuation Approaches

Understanding Medicare’s Hospice Benefit

Estate planning Considerations for Late-in-life Parents

5 Ways to Increase the Value of Your Estate

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