Perhaps you’ve written your will and prepared your other estate planning documents, and you are feeling at ease about the state of your affairs. Well
Many Massachusetts residents consider trusts to be the tools of the super wealthy, but in reality trusts can be an important tool for any Massachusetts
If you have an estate plan (which you should), when was the last time you looked at it? Chances are it got stuck on a
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.
When embattled former Penn State football coach Joe Paterno recently “sold” his home to his wife for $1, more than a few eyebrows were raised.
I recently met with a Massachusetts estate planning client whose situation reinforced in my mind the need for regular estate plan reviews. This client had
The time and expenses involved with probate in Massachusetts often lead clients to seek ways to avoid it by consolidating their estate in a trust.
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
A pourover trust is actually a bit of a misnomer; in fact, it is a revocable living trust combined with a pourover will. Together, these
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