It is natural for people to feel a greater sense of urgency as their parents advance in their...
Articles
Avoid Probate with a Durable Power of Attorney
Oct 28, 2020 | Estate Planning
A Durable Power of Attorney is a legal document that allows you to choose an agent (or...
The Impact of the SECURE Act on Retirement Plans
Oct 9, 2020 | Beneficiary Designations, Estate Planning, Trusts
The SECURE Act (Setting Every Community Up for Retirement Enhancement) was signed into law by...
Tips for Estate Planning if You Reside in Two States
Sep 23, 2020 | Estate Planning
If you have residences in two states, you may wonder how this affects your estate planning. This...
Estate Planning Tips for Kids Heading Off to College
Sep 11, 2020 | Estate Planning
Simple Estate Planning for Students It is back-to-school season and many students have moved to...
A Coronavirus Estate Planning Checklist
Sep 1, 2020 | Estate Planning
Have you decided to create or update your estate plan during the coronavirus pandemic? You are not...
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...
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...