July 2024 Newsletter

How Potential Presidential Policies Could Shape the Future of Your Estate Plan

If you are like most Americans, the economy is top of mind when it comes to evaluating the candidates. But even if you do not intend to vote, the tax policies of the next administration could have a major impact on your personal wealth and estate planning strategies. Learn more about what the 2024 candidates are saying about estate planning related taxes.

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Sun, Sand, and Succession: Estate Planning Tips for Your Vacation Property

A vacation property can be one of the most valuable things you can pass down to your loved ones, from both a sentimental and financial standpoint.

However, mixing money and family can be tricky. Without a well-thought-out strategy for the ownership transition, hard feelings and disputes could arise, and the vacation home could be used in ways you did not intend. Read more about the actions you can take to prevent this from happening.

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Strategies for Passing Down Sports Memorabilia in Your Estate Plan

You may have spent decades building up your sports memorabilia collection and now they are worth a significant amount of money. You go to great lengths to keep these items in mint condition. Learn more about the ways you can ensure your sports valuables are protected and ultimately end up in the right hands.

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A Personal Note From Susana

The Pleasures of Summer on Cape Cod

This past week my son and I spent some time together enjoying all that Cape Cod offers. Our first pleasure was to see “Little Shop of Horrors” at the Cotuit Center for the Arts. The star of that show was Lily Anderson whom I happen to know. When not acting, she works in the Steve Snow Law office where I rent space for my Cape Cod practice. She was the star of that show (Audrey). I was very proud of her performance! All in all—the show was a lot of fun and well executed.

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