If you want to make a gift to family members but have exceeded the annual gifting limit, there is...
Articles
Should I put my Home in a Trust? Investments?
The estate planning process allows you to take control over what will happen to your assets after...
Can a Trust Help Me Reduce Taxes?
If you have a high-value estate, one of the main considerations of your estate planning might be...
What is an Irrevocable Trust?
An irrevocable trust is a specific category of trust with terms that cannot be changed or modified...
What to Know about Federal Estate Taxes
The federal estate tax is a type of tax that applies only to large, valuable estates. It is levied...
Tips for Business Owners to Avoid Issues with Probate
Business Estate Plan One of the main purposes of estate planning is to help people avoid the...
Rules to Know About MassHealth Nursing Home Eligibility
Rules for MassHealth nursing home eligibility are designed to help cover the costs of long-term...
How to Protect Your Assets in an Estate Plan
Protect assets from bankruptcy, lawsuits or divorce. Estate planning is a way to protect your...