Currently, there are several online companies hawking do-it-yourself estate planning kits they claim alleviate the need to consult with a qualified estate planning attorney. However,
The Massachusetts estate tax exemption is currently set at $1 million, while the Federal estate tax exemption is $5,000,000. However, in 2013, the Federal estate
Last month House Rep. Jim McDermott (D-WA) introduced “The Sensible Estate Tax Act of 2011,” the full text of which is now available here: H.R.
Typically, retirement plans require that you designate a beneficiary who will receive the asset when you pass. Such assets are considered ‘non-probate’ assets because they
A supplemental needs trust (also known as a “special needs” or “(d)(4)(a)” trust) allows a disabled beneficiary to receive gifts, lawsuit settlements, or other funds
In many ways a revocable living trust is similar to a Will: both allow you to leave money and property to loved ones at your
When establishing an irrevocable trust, trustees are often chosen by the persons creating the trust without careful consideration of the qualifications a good trustee should
The prospect of no longer being able to make our own decisions and take care of ourselves is something no one wants to think about,
Many seniors look to provide for their family by transferring their home to their children. The home often represents a family’s largest asset, as well
Estate planning is a gift. No, it’s not one of those shiny new toys you unwrap and immediately add to your collection of favorite stuff.
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