Life is full of surprises, and while it’s important to manifest smooth sailing, sometimes unforeseen events can disrupt even the best-laid plans. This is where crisis planning, an essential part of estate planning, comes in. With the right preparation, individuals can...
Helping People Age With Dignity And Peace Of Mind
Year: 2024
Why Massachusetts residents may need to plan for estate taxes
Taxes are a frustrating but unavoidable part of life. They can also be part of someone's death. Some taxes are unavoidable even after death. The estate has to help settle the decedent's income tax obligations and may have separate income tax obligations due to the...
The importance of protecting assets for future generations
What an individual accumulates during their lifetime can help to ensure their comfort as they age. Their resources can also make a major difference for their close loved ones and dependent family members. Someone who has started a business, acquired real property or...
Thorough estate planning efforts include asset protection plans
An estate plan is highly personal. A testator who is creating documents has to think about their family and their personal wishes at length. They may need to name a guardian for their children or arrange for someone to care for a pet after they die. Many times, estate...
Updating an estate plan after a diagnosis of dementia
Aging is a privilege in many respects, but the process can be a very humbling one. Some people develop age-related health conditions later in life that affect their quality of life and even their legal rights. For example, consider dementia, which can develop as a...