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For many, charitable giving is a way of life. Whether it is to support an organization that has touched your life in a meaningful way,
In this season of giving, it is important to recognize those who give back. Kirk Douglas, widely known for his lengthy career in the movies,
Childless seniors are more likely to leave money and assets to charity after they die than any other group. If you fit into that category
Many people are confused about the subject of gift taxes. While only two states — Connecticut and Minnesota — have a state gift tax, there
It’s no secret that I’m a huge fan of March Madness, the annual college basketball tournament, but rarely does that passion overlap with my estate
Not many people would view the IRS as a charitable organization, but you might if you plan your gifting appropriately – i.e., in a way
If you have grandchildren – or are getting ready to welcome one like political power couple Bill and Hillary Clinton – you know the special
Gifting assets can be a useful estate planning tool if you need to reduce your estate tax bill or for long-term care planning purposes. However,
Clients come to my Woburn estate planning office with a desire to make a difference to the next generation. Obviously, there is a need to
When speaking with groups about Medicaid (MassHealth) planning, I often get asked about life insurance policies and how they will be treated when applying for MassHealth benefits. Many people simply
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Woburn, MA 01801
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