In the News
Leaving Massachusetts – I Can’t Stand One More Winter
Winter is approaching and for many of us we’ll swear “I hate the cold, I’m moving.” For estate planning purposes, this is a bigger decision than simply a change of address card and setting up a home office in a new state. What are the major considerations...
Estate Planning Traps & How To Avoid Them
Still only about 1/3 of us have a plan of OUR design in place…some of us have started but never followed through. What can this mean for our assets in the future: I don’t need a plan…I don’t have an “estate.” If you have a bank account, a condo/house, retirement...
Common Divorce Misconceptions
Divorce can be scary, and so are the misconceptions that come with it! Misconception # 1: MY money is MY money – not my spouse’s. In Massachusetts, the “marital estate” is what gets divided, and that estate consists of anything you own, anything your...
Finally Massachusetts Updated Its Estate Tax Structure
This is a big day for the residents of the Commonwealth of Massachusetts with respect to “when does the MA Estate Tax kick in?” While MA is still one of only a handful of states that have an estate tax (a tax assessed on the value of our Massachusetts...
Does Your Custody Agreement Need Modification?
A new school year often serves as a “refresh” on the calendar. Back-to-school is a great time to think about whether your custody agreement reflects your children’s changing needs. If it doesn’t, it may be time to consider a modification of your parenting plan....