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
At the end of 2022, President Joe Biden signed off on a $1.7 trillion federal spending bill that will also help Americans by funding health,
When a person you love passes away, it’s such an emotional time. Whether it’s something you anticipated or it’s sudden, you quickly become overwhelmed with
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
Your health is one of the most important areas of your life. It’s essential to put a plan in place with a health care proxy
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
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