Have you decided to create or update your estate plan during the coronavirus pandemic? You are not...
Articles
Estate Tax and Gifting Considerations in Massachusetts
Aug 27, 2020 | Estate Gifting, Estate Planning
In 2017, the Tax Cuts and Jobs Act doubled the exemption limit for the federal estate or gift tax...
Doctors Encourage Healthcare Proxy Documents
Aug 18, 2020 | Healthcare Proxy, Living Will
For many years, medical professionals have encouraged patients to develop advance healthcare...
Are Your Affairs in Order?
Aug 12, 2020 | Estate Planning
The spread of the COVID-19 pandemic has resulted in many people giving greater thought to estate...
What is the Difference Between a Will and a Trust?
Aug 5, 2020 | Estate Planning, Living Trust, Trusts, Writing a Will
Wills and trusts are two types of estate planning tools that are used to transfer assets to heirs...
Beneficiary Designations Should Be Treated as Part of Your Estate Plan
Jul 28, 2020 | Beneficiary Designations, Estate Planning
Designating one or more beneficiaries for your retirement and investment accounts, insurance...
4 Reasons to Create a Trust During the Coronavirus Pandemic
Jul 21, 2020 | Estate Planning, Living Trust, Trusts
The COVID-19 pandemic has presented a few good reasons for many people to review their estate...
Conversations about Medical Preferences are Difficult but Necessary for Well-Planned Estates
Jul 14, 2020 | Healthcare Proxy, Living Will
Estate planning is not just about protecting your financial assets and leaving behind your...