Estate Tax Hike Proposed in Congress
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.
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.
Most people know that properly managing their estate, whether modest or vast, is important for maintaining the security and stability of their family. However, like
Recently, a client came to me seeking emergency MassHealth planning assistance after her father’s health rapidly declined and he was admitted to a long-term care
Schedule an Available Time to Speak With an Attorney at The Heritage Law Center