MA Estate Tax – Pending Legislation Dear Friends, I hope your summer was restorative and rejuvenating. For me, September is a new start and I feel energized to target new goals. You may have heard that the Massachusetts legislature is contemplating a change to the Massachusetts estate tax and I wanted [...]
Your Child and the Deed to Your Home Dear Friends, "Beware the Ides of March!” March 15th per the Romans was the day of settling debts and a fitting title to this month’s newsletter. Some clients want to reduce estate taxes or move assets out of their estates by adding their [...]
How Your Estate Plan Can Care for Those You Love Dear Friends, In the depths of winter, I consider February the month of love because of St. Valentine. In my practice, I reflect on ways in which our clients have displayed caring through their own estate planning. Believe it or not, [...]
End-Of-Year Gifting Strategies Dear Friends, The season of giving is here, which means the annual exclusion deadline for tax-free gifts is fast approaching. The common question I get asked is, “What can I gift tax-free before the year comes to a close?”. It can be difficult to distinguish between what is [...]
The Importance of Digital Assets in Your Estate Plan Dear Friends, As many of you prepare to conduct an annual review of your estate plan, we wanted to remind you of important assets that are sometimes overlooked -- digital assets. Many people don’t realize the value and extent of their digital assets and [...]
Now is a good time... Dear Friends, Now is a good time to review your estate plan A few weeks ago, we mentioned the importance of yearly estate plan reviews and with February upon us, now is the time to get started! For most of us, 2020 was a whirlwind of uncertainty and [...]
Like so many of you, I was relieved to bid 2020 farewell. With last year squarely in the rearview mirror, it’s time to look ahead to what should be a promising 2021.
How to Protect Your Pets with Pet Trusts For many pet owners, pets are their “furry babies” and special consideration needs to be given to properly plan for these much-loved members of the family. Making sure that pets have a loving home in the event that the owner is no longer able to care [...]
Wills vs. Living Trusts: What’s the Difference? Do You Need Both? Wills and living trusts are two very different types of estate planning tools that can serve both similar and different purposes. If you are putting together an estate plan, which one should you use? Should you use both? Here is a brief introduction [...]
How To Support Your Favorite Charities With A Donor-Advised Fund The holidays are a time of charitable giving. The joy and warmth that surrounds the weeks leading up to the new year leaves many of us in a more generous spirit. In fact, most charities receive the bulk of their annual donations during the [...]
