Many individuals who begin the estate planning process share a common objective: they wish to leave their families and other beneficiaries with long-term financial security. During discussions about their goals, they often assume that the most direct method for passing assets is through a traditional Last Will and Testament. Although a Will is a valuable and frequently used component of an estate plan, it typically distributes property in one instantaneous transfer. That approach can expose … [Read more...] about The Benefits of Staggered Distributions Through a New Hampshire Trust
Avoiding Common Funeral Planning Errors in Your New Hampshire Estate Plan
Thoughtful funeral planning is an act of love and consideration that many people overlook when creating or updating an estate plan. Most individuals devote significant attention to distributing assets and protecting beneficiaries but fail to document how they wish their life to be commemorated. Without written direction, surviving family members are often left uncertain about what arrangements best reflect your values, beliefs, and personal preferences. Careful planning in advance ensures that … [Read more...] about Avoiding Common Funeral Planning Errors in Your New Hampshire Estate Plan
Join Us for National Family Caregivers Month in New Hampshire
Throughout the United States, millions of individuals dedicate their time, compassion, and energy to caring for aging parents, relatives with disabilities, or family members struggling with serious illnesses. These caregivers perform physically and emotionally demanding work, often without financial compensation or public acknowledgment. To celebrate their selfless dedication, the month of November has been recognized as National Family Caregivers Month (NFCM). This nationwide observance honors … [Read more...] about Join Us for National Family Caregivers Month in New Hampshire
Fall Summit 2025: Accountability in Action
The best Estate Planners know that staying current on the latest trends and developments is essential to serving their clients with excellence. That’s why the American Academy of Estate Planning Attorneys hosts its semi-annual conference, providing education and learning for and inspiring excellence in its Members. Read on to learn more about the unique experience at the conference. … [Read more...] about Fall Summit 2025: Accountability in Action
A Guide to Choosing the Right Nursing Home in New Hampshire
The choice to place a parent, grandparent, or other beloved family member in a nursing home is one of the most difficult and emotional decisions many families will face. It is often accompanied by feelings of guilt, anxiety, and uncertainty. At the same time, the practical realities of ensuring adequate care for an aging loved one cannot be ignored. When caring for an older relative at home is no longer sustainable, long-term residential care may become the best option for ensuring safety, … [Read more...] about A Guide to Choosing the Right Nursing Home in New Hampshire
How the OBBBA Influences ABLE Accounts in New Hampshire
The One Big Beautiful Bill Act (OBBBA) was signed into law on July 4, 2025, ushering in one of the most comprehensive reforms to tax and transfer laws in decades. Although much of the discussion surrounding the new law has centered on changes to estate and gift taxes, an equally important feature of the OBBBA is its impact on Achieving a Better Life Experience (ABLE) accounts. For families who have a member with special needs, these accounts are frequently an essential planning tool within a … [Read more...] about How the OBBBA Influences ABLE Accounts in New Hampshire
Common Trusts and How They Can Strengthen Your New Hampshire Estate Plan
Like many people, you likely have some idea what a trust is, but you may also feel uncertain about how a trust works much less which type might best suit your estate planning needs. At its most basic, a trust is a legal arrangement that allows one party to hold and manage assets that are intended to benefit a third party (or multiple third parties). When properly established, a trust can offer significant financial, tax, and administrative advantages. Choosing the right type of trust, however, … [Read more...] about Common Trusts and How They Can Strengthen Your New Hampshire Estate Plan
Preparing for FinCEN Real Estate Reporting
Although the Corporate Transparency Act’s Beneficial Ownership Information reports no longer apply to domestic entities due to their exemption, another FinCEN requirement is moving full steam ahead, and estate planning attorneys should not overlook it. Starting December 1, 2025, professionals involved in real estate closings and settlements will be required to submit reports to FinCEN for certain non-financed transfers of residential property to legal entities or trusts. Continue reading to … [Read more...] about Preparing for FinCEN Real Estate Reporting
Advantages and Disadvantages of Incorporating an Irrevocable Living Trust into Your New Hampshire Estate Plan
For many individuals in New Hampshire, creating a comprehensive estate plan involves more than drafting a Last Will and Testament. While a Will provides the for transferring assets and naming guardians, it does not always offer the level of control, protection, or tax efficiency that more advanced planning tools can provide. One of the most powerful additions to an estate plan is a trust. When considering whether to include a trust, you must decide whether it should be revocable or irrevocable. … [Read more...] about Advantages and Disadvantages of Incorporating an Irrevocable Living Trust into Your New Hampshire Estate Plan
What Football and Estate Planning Have in Common
I, like many Americans, love football. As I settled in to watch my team’s game this week, I wondered if I could turn it into a blog. As I watched, I realized, in fact, football and Estate Planning share many commonalities. Continue reading to learn more. … [Read more...] about What Football and Estate Planning Have in Common
