Nov 15, 2023 | Estate Planning, Kerry Reilly
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...
Oct 5, 2023 | Estate Planning
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...
Aug 11, 2023 | Estate Planning, Kerry Reilly, Wills
August is National Wills Month according to the American Cancer Society. As estate planners we are always grateful when attention is brought to this crucial document, but an estate plan is more than just a Will. An “ESTATE PLAN”….sounds complicated and a bit...
Aug 3, 2023 | Estate Planning, Kerry Reilly
Turning 18 is just as big a deal “legally” as turning 21. Yup 21 is more fun, but 18 is more consequential, legally speaking. We tend to overlook this age because you get your license at 16 and can legally have a cocktail at 21. Age 18 is even...
Jun 26, 2023 | Estate Planning, Kerry Reilly, LGBTQ+ community
“May you live in interesting times.” While the attribution of this quote is in doubt, there can be no doubt about its effect. We do live in interesting times. This is especially true for the LBGTQIA community as politicians, judges, community organizations and social...
May 3, 2023 | Estate Planning, Kerry Reilly
Lately I’ve seen quite a few social media posts from proud parents with their high school seniors, college decision days, etc. It is a big moment…your child is done with high school and next step is – gulp – college! Graduating from high school is a...
