Should I Put my IRA in a Trust?
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
Important COVID-19 Update: We offer free consultations via phone, video, or in-person. Here’s information about our process during this time.
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.
For a variety of reasons, lesbian, gay, bisexual and transgender (LGBT) couples have a lot to be concerned about when it comes to Massachusetts estate
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
Every Massachusetts family with a total asset value of over $1 million should consider creating a trust to reduce their estate tax exposure. The math
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
You have probably heard talk of the looming fiscal cliff that if left unresolved, economists warn, could push the country back into a recession. Well
For many Massachusetts residents, the value in creating a living trust (also called a revocable trust) can not be overstated. A living trust can provide
Estate tax planning as part of an overall estate plan has been a hot-button issue lately for many families who are concerned that the federal
For most Massachusetts residents, one million dollars is a sizeable estate. For Massachusetts estate tax planning, the $1M mark is an important threshold because that
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