If you stand to inherit money or property after the death of a loved one, you might wonder how...
Articles
What Does it Cost to Probate an Estate?
Mar 31, 2021 | Probate
One of the most common questions we receive from clients going through the probate process is how...
Avoid the Gift Tax by Paying for Education or Health Care
Mar 16, 2021 | Asset Protection
If you want to make a gift to family members but have exceeded the annual gifting limit, there is...
What to Do With Your Stimulus Check if You Are in a Nursing Home
Mar 10, 2021 | Elder Care
As the next round of stimulus checks go out, it is important to know that nursing home residents...
Use Estate Planning to Prepare for MassHealth / Medicaid
Mar 4, 2021 | Medicaid / MassHealth
Long-term care involves not only a loss of personal autonomy; it also comes at a tremendous...
Should I put my Home in a Trust? Investments?
Feb 22, 2021 | Asset Protection, Trusts
The estate planning process allows you to take control over what will happen to your assets after...
Can a Trust Help Me Reduce Taxes?
Feb 15, 2021 | Asset Protection, Trusts
If you have a high-value estate, one of the main considerations of your estate planning might be...
What is an Irrevocable Trust?
Feb 8, 2021 | Asset Protection, Trusts
An irrevocable trust is a specific category of trust with terms that cannot be changed or modified...