The holiday season is upon us, which means it is time for family gatherings. This is the perfect opportunity to discuss your estate plan with your family members. While it may not seem like the merriest issue to talk about, it can be beneficial for your whole...
Helping People Age With Dignity And Peace Of Mind
Month: October 2018
Discussing estate taxes with family members
Estate planning brings up diverse issues for people to consider whether they set up a trust or a will. Naming beneficiaries, the likelihood of a probate dispute and even figuring out which estate plan makes the most sense are all challenges that some people have...
Setting up a joint will
Estate planning brings up a number of considerations, such as deciding which beneficiaries will receive certain assets. Moreover, some people may have difficulty determining which type of estate plan is best and we have written about some of their options on our blog....
Discrepancies on tax filings may apply longer than realized
Estate planning is a complex process and can take time for families in Massachusetts to narrow down their desires and figure out how to articulate them in a well-written document. However, with vigilance and commitment, families that prioritize their planning efforts...
Tax-related profits are only part of the reward of an estate plan
Planning an estate may seem unimportant to people who are young, have a stable income, are healthy and do not have any significant obligations to dependents. However, waiting too long to plan for the future can be more damaging than many people realize and create...
Is a revocable living trust right for you?
If taking care of your family after you die is a priority, you may be wondering if a living trust or a will is better in Massachusetts. Choosing the right estate planning tool typically depends on your particular concerns, and what you want to accomplish.An...
Estate Planning and Contingencies: 3 Scenarios to Consider
You’ve worked hard for what you’ve got, and you don’t like the thought of your assets being distributed improperly. Your wishes are important, and you dread the thought of your family having to go through a hardship to receive what should be...