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As many of my readers and clients know, continuing legal education and keeping up-to-date on legal change is important to me and more specially to my clients who benefit by it. I regularly attend meetings of the Massachusetts branch of the National Academy of Elder...
Considering the myriad of trusts available, creating the right estate plan can seem daunting. However, that is what we, as estate planning attorneys, do every day. We know the laws and will design a plan which addresses your specific situation. Here is a look at the...
One would assume that celebrities with extreme wealth would take steps to protect their estates. But think again: some of the world’s richest and most famous people enter the pearly gates with no estate plan, while others have made estate planning mistakes that tied...
When you pass away, your family may need to sign certain documents as part of a probate process in order to claim their inheritance. This can happen if you own property (like a house, car, bank account, investment account, or other asset) in your name only and you...
Whether you are reviewing your existing trust or creating a new trust, you should understand the important role that a trustee plays not only in handling trust matters but also in providing for and protecting your loved ones. What is a trust? A trust is an agreement...
A Generation Skipping Trust (GST) is a fiduciary arrangement that is used to pass down assets and property to a later generation. A GST tax is imposed on transfers to grandchildren and more remote descendants that exceed the exemption limits ($12,060,000). The...
Establishing a Durable Power of Attorney enables you to elect a trusted individual as your agent to make critical financial decisions on your behalf once you are unable to handle your own affairs. Depending on the specifications in your document, these...
Chances are you’re familiar with estate planning, if nothing else than in name. Perhaps you’re also familiar with the fact that estate planning can help you protect your assets, document your wishes, and secure your family’s legacy for years to come – even after you...
January is the perfect month for planning out your year. What do you want to accomplish in 2023? What are your goals? Something I love to do at the start of a new year is write my future self a letter – it’s like a time capsule! he first time I did this, I sealed the...
Effective January 1, 2023 Medicare coverage is expanded to include “medically necessary dental service.” This change allows people with life-threatening conditions to receive dental care and operations related to conditions approved by CMS. The key to understanding...
Estate Planning Basics: An Introduction to Estate Planning Concepts and Tools