Perhaps the largest part of most Americans’ wealth is in their qualified plan or IRA.... [Read more...]
Planning for Retirement Plans and IRAs: Asset Protection
Perhaps the largest part of most Americans’ wealth is in their qualified plan or IRA.... [Read more...]
Basics of Estate Planning: IRAs
IRAs are complex assets to handle in an estate plan. There are tax issues during... [Read more...]
Donor Advised Funds: IRS Issues New Ruling
A new ruling addresses whether a donor advised fund may satisfy charitable pledges by the... [Read more...]
Basics of Estate Planning: Powers of Appointment – Part 2
Trusts can be very flexible instruments. One of the ways to add flexibility is by... [Read more...]
Why Nursing Home Planning Is So Important
Few people look forward to growing old. Fewer still enjoy planning for the physical, mental,... [Read more...]
Salem Elder Law Attorneys – Will I Develop Alzheimer’s?
Not all that long ago, the average person hoped to make it through their working... [Read more...]
Woburn Trust Attorneys Explain the Grantor Retained Income Trust (GRIT)
One of the most important components of an estate plan for anyone with a moderate... [Read more...]
No Charitable Deduction in 2018?
The tax bills passed by the House and Senate would eliminate deductibility of state income... [Read more...]
A Special Option for Special Kids
When planning for children with special needs, it takes special care to preserve their eligibility... [Read more...]
Would You Prefer a Charitable Deduction This Year?
Perhaps you would prefer to take a charitable deduction this year. Maybe you have higher... [Read more...]
New Year’s Greetings
Congress passed a new tax law just before leaving for the holidays. The new law... [Read more...]
