In the News
Are These REALLY Your Wishes – Who Decides? – “You Better Think, Think…”
After many years, legal fees, familial strife, and much wrangling, “a six-person jury decided after less than an hour of deliberation that a four-page document written…and discovered under a couch cushion at her home, months after [her] death — should serve...
New Year – New Regulations The Corporate Transparency Act
Beginning January 1, 2024 most entities that register with a local Secretary of State will have additional federal reporting requirements, that if not met, carry significant financial and criminal penalties. The Corporate Transparency Act (“CTA”) requires that certain...
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...
Massachusetts Estate Tax: Complete Guide to Rates, Exemptions, and Planning Strategies
Massachusetts residents have received significant relief with the most substantial update to the state's estate tax structure in years. This comprehensive guide covers everything you need to know about the Massachusetts estate tax, from the new $2 million exemption...
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