When you are young, single, and just starting out in your career your estate plan... [Read more...]
Understanding Your Life Insurance Options
A life insurance policy is likely to play an integral role in your estate plan.... [Read more...]
Just When You Thought You Understood the 10-Year Rule, Think Again
IRAs have become ubiquitous components of estate plans. The SECURE Act of 2019 altered the... [Read more...]
Let’s Talk about Trusts…and Taxation
Estate planning attorneys need to understand and explain taxation of trusts in order to properly... [Read more...]
What Estate of Marion Levine Means for Life Insurance
Life insurance has long been part of Estate Plans, whether used to ensure liquidity for... [Read more...]
Planning for Incapacity in Massachusetts
Y We all prefer not to think about it; however, the possibility of becoming incapacitated... [Read more...]
Why the Loss of a Spouse Should Trigger an Estate Plan Update
If you recently lost your spouse, you are undoubtedly going through a period of grief... [Read more...]
Is a Family Limited Partnership Right for My Business?
For many people, starting a small business is a dream come true. If you are... [Read more...]
How Do I Protect Intellectual Property in My Estate Plan
Assets such as your home, vehicles, investment accounts, and securities likely come to mind when... [Read more...]
Retirement Planning Tips
The earlier you begin planning for retirement the less you will need to save in... [Read more...]
How Can an Incentive Trust Help Me?
Your initial estate planning efforts may consist of nothing more than executing a Last Will... [Read more...]
How Much Does a Trustee Get Paid?
As both your estate and your family grow, so will your estate plan through the... [Read more...]
