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Estate Planning, Young Adults

3 Ways to Safeguard Adult Children

Posted on March 10, 2019 by Simmons Schiavo LLP

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Gifting to Children Can Be Done Incorrectly

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Estate Tax Discounts Likely to Change for Family-Owned Businesses

Family business owners may want [...]

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Did you know that 40 [...]

Over $1.1 Million Preserved by ‘Spendthrift Trust Provision’

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If someone has named you [...]

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Congress has revived a law [...]

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You might think that estate [...]

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Executors have a tough and [...]

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Every once in a while [...]

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As a parent you may [...]

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Moving a loved one may [...]

WARNING: Be Careful with Inherited IRAs

Leaving someone an IRA as [...]

What You Need to Know About Estate Planning

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Handling Your Inheritance

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PODCASTS

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

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1. What is Probate?

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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

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

5 Reasons to Use a Financial Advisor

Things to Do After the Death of a Spouse

What to Do With Life Insurance Proceeds After a Spouse Dies

Estate Planning for Family-Owned Businesses in Massachusetts

4 Ways to Transfer Family-Owned Businesses in Massachusetts

Massachusetts Estate Planning for Assisted Living and Long-term Care

Key Considerations for Elder Estate Planning in Massachusetts

Reasons Not to Designate Children as Life Insurance Beneficiaries

Estate Planning Decisions for Parents | MA Estate Planning

Life Insurance Retirement Plan Pros and Cons

Retirement Planning with Index Universal Life Insurance

Protect Assets, Retain Access with Spousal Lifetime Access Trust

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