The family dynamic in Massachusetts and elsewhere around the country is changing. This is particularly important to be aware of as people approach retirement age. In prior generations, the majority of people entering retirement and approaching old age relied, to some...
Helping People Age With Dignity And Peace Of Mind
Month: November 2019
Estate planning and taxes for 2020
Another year is coming to an end in Massachusetts. With the beginning of 2020, certain parameters and maximums are changing regarding estate and gift taxes. Among these are new limits on estate and gift amounts. Both provide important tools for estate planning.The...
What kind of assets are subject to the probate process?
Let us say that you only have a couple of years left before retirement. Your children are out on their own, and your spouse is already making post-retirement vacation plans.You should be happy, but you feel unsettled. Perhaps the time has come to prepare your will and...
Estate administration carries significant responsibility
Creating an estate plan is becoming more widely recognized as a necessity as the consequences of not having one are made evident by several famous people who died without having a will or other documents in place. In addition to having an estate plan, a person may be...
Estate planning is vital for families of all kinds
The makeup of a family has changed considerably over the years in Massachusetts and around the nation. As couples divorce and remarry, blended families have become more and more common where the makeup of a family can consist of half and stepsiblings. Estate planning,...