If you’re thinking about giving a significant gift to your adult child or even a complete stranger, there’s some information you should know first. According
Recently, there’s been news about how a new IRS ruling (Revenue Ruling 2023-2) in March 2023 affects the step-up in basis for certain irrevocable trusts.
Having a baby is such an exciting time. There’s so much to think about. Baby-proofing the house, choosing your baby’s health care provider, getting health
There are many benefits of having a trust. When you start doing your estate planning, you need to decide whether a will, a trust, or
There are many common estate planning myths. The issue is that people often cite these false beliefs for reasons why they haven’t done their estate
So, you’re doing some MassHealth planning for the possibility of long-term care and you’re wondering which option would be better for you: a life estate
While estate planning has a lot of different tools and techniques to meet your needs, many people enjoy the benefits of a revocable trust (also
What is a Medical Proxy? Medical Proxy and Health Care Proxy are the same thing different names for the same legal document. Massachusetts officially calls
Many of our clients decide to take advantage of the benefits a trust offers. It’s common for the person who created the trust (grantor) to
Trusts have become a very popular estate planning tool. That means there are more and more trustees around who are now obligated to administer a
