Important COVID-19 Update: We offer free consultations via phone, video, or in-person. Here’s information about our process during the this time.
The Massachusetts estate tax exemption is $1M. When you die, if your estate is valued at $1M or under, you pay no estate tax. If
Think Twice Before Creating an Estate Plan Yourself It’s no secret how important it is to have an estate plan. Dying without a will can
When we think about estate planning, we usually think of how we manage tangible items and investments, but have you thought about protecting your digital
Consider yourself lucky if your family owns a vacation home –a lakeside cabin, a beachfront condo–a place where parents, children and grandchildren can gather for
Creating a joint bank account between parents and their adult children may seem like a simple way to allow the adult child to write checks
Financial planning and estate planning both have extremely important, and sometimes interconnected, functions. Both are also highly specialized in nature, requiring you to find the
Whether you see your parents on a daily or weekly basis or have to travel to visit them at the holidays, there comes a time
Many people think of estate planning as a luxury for wealthy business owners, executives and CEOs – multi-millionaires who have a variety of homes and
Qualifying for Medicaid, called MassHealth in Massachusetts, is one of the largest benefits of using an irrevocable trust as part of your estate plan. An
Revocable trusts and irrevocable trusts are both very valuable tools in estate planning, yet their differences are important to understand to ensure you make the
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