The federal estate tax is a type of tax that applies only to large, valuable estates. It is levied...
Articles
Durable Power of Attorney – Avoiding Conservator Appointment
Dec 8, 2020 | Estate Planning, Financial Management, Long-Term Care
Conservatorship is the process where a person is appointed by the probate court to handle another...
Prepare to Manage Your Parents’ Finances
Jan 21, 2020 | Elder Care, Estate Planning, Financial Management
It can be tough when you face the moment where you become responsible for your parents—but it may ...
What You Should Know About the Massachusetts Estate Tax
Nov 6, 2019 | Estate Planning, Financial Management
When a loved one passes away, it’s difficult enough without having to sort out emotionally fraught...
What Do I Need to Know About Writing a Will?
Jul 15, 2019 | Asset Protection, Estate Planning, Financial Management, Writing a Will
Writing a will is one of the most critical ways you can protect your loved ones and your assets...
The Benefits of Naming a Professional Trustee
Jul 9, 2019 | Asset Protection, Estate Planning, Financial Management
If you have a trust as part of your estate plan, it’s likely you’ve named yourself as the current...
What Exactly is Meant by “Spending Down” Assets for Medicaid or MassHealth?
Jul 1, 2019 | Elder Care, Financial Management, Medicaid / MassHealth, Retirement Planning
To be able to pay for certain types of medical care with Medicaid known as MassHealth in...
What to Consider When Including Funeral Wishes in an Estate Plan
Jun 13, 2019 | Asset Protection, Estate Planning, Financial Management
While organizing your own funeral might not exactly be a task you take on with great enthusiasm,...