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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
A recent court ruling in New York found the grandchildren of a nursing home resident liable for over $250,000 after a ‘fraudulent conveyance’ rendered her insolvent and ineligible for Medicaid.
Leading up to the New Year one of the hottest topics in the estate planning world was how the pending fiscal cliff and the negotiations
Gifting and other estate tax reduction strategies have been at the forefront of many estate planning discussions as we approach the holidays due to the
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