This week’s post is the first in our back-to-school series, focusing on estate planning for minor children. If you have a school-age child, by now
The decision of who to appoint as your executor or trustee is a huge one, and we’ve talked about it a bit in the past. Still, it’s important to make…
Recently I was reminded, yet again, of how important having a solid foundational estate plan can be, no matter your net worth. Before getting into
Estate planning is more than just setting up an efficient plan for transferring assets and reducing taxes. It can also be an opportunity to impart
Estate planning is often something we relate to wills, trusts and other serious money matters. However, with the proliferation of social media sites and the impact our online interactions can
***Spoiler Alert for Season 4, Episode 1*** If you, like me, are one of the many fans of PBS’s series “Downton Abbey,” you probably caught the season four premier last
Over the years, your parents have likely been a great source of information and advice, some well received, other times no so much. However, now that they are entering the
There are several ways that you can take control over how your personal possessions are distributed to your loved ones either as part of your
Putting assets into a trust can assist in long-term care planning, protect them from creditors after you die, reduce estate taxes and allow for greater
Avoiding Massachusetts probate is often the goal of my clients who have been through the process before: they know best the headaches and expense involved.
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