Here are the legal tools that should be included in your estate plan and what benefits and protections each legal tool can provide.
The new tax relief bill includes an important change that may affect your estate plan as it relates to the change in Massachusetts estate tax law.
We are happy to announce that we’ve been recognized as being among the top 5% of firms nationwide for our tax and estate planning capabilities. As a result, Forbes and Fortune magazines have included a feature on the firm that we wanted to share with you.
While experiencing the joy on your grandchild’s face when they open a new doll or new race car is immeasurable, it is not uncommon to want to leave more substantial and meaningful gifts to your grandchildren.
Most parents have carefully considered what values they want to instill upon their children, but you may not realize that establishing a trust can allow you to essentially parent from beyond the grave.
There is no substitute for the guidance and support you can provide for your child. However, you may be surprised to learn that there are ways to guide them, even in your absence.
A flawed estate plan has the potential to breed conflict, mistrust, and financial turmoil among your beneficiaries in several ways.
As summer approaches and open waters beckon, it is important to consider a unique aspect of estate planning that can often be overlooked—your boats and watercraft.
Your relationship with your parents and with your own children is important for several reasons, including developing an effective estate plan.
Estate plans remain effective as long as they accurately reflect a client’s circumstances and current state and federal tax law.