Some families are very close-knit and communicate regularly on issues both great and small. Other families may be less communicative and keep important information to themselves. There is one area in which open communication can greatly benefit families in...
Helping People Age With Dignity And Peace Of Mind
Estate Planning
Estate planning can be a stress reducer
The baby boomer generation is aging, nearing retirement or already there. While many may have already done estate planning, many in Massachusetts have not. Many of their children are stuck in what has been referred to as the "sandwich generation," having young...
Less-common benefits of a special needs trust
As a parent, you want to provide for your children. Of course, if your child has special needs, you likely face some challenges that other parents easily avoid. To be certain that your child has the financial support he or she needs to have a happy and...
Many options exist to reach estate planning goals
Retirement planning and estate planning have both gone through changes in recent years in how people plan for them in Massachusetts. The two often go hand in hand when integrating retirement planning into estate planning where financial issues are concerned. One...
Minmizing the federal estate tax in estate planning
There are likely a number of things a person should do before they pass from the life. Estate planning is one of those things, and Massachusetts residents who have a number of assets might find planning easier if they know a few things about the federal estate tax or...
Estate planning is for all phases of life
Some people hear the term estate planning and think it's something their parents may need to consider or maybe something to think about as one gets older. The reality of it all is that people can benefit from having a plan at any age in Massachusetts. The focus...
Getting older should be a prompt to begin estate planning
Getting older is a natural part of life and the number of older Americans will grow exponentially in the next few years as the majority of baby boomers in Massachusetts and around the country reach retirement age. Contemplating one's mortality is not easy but...
Estate planning can be a priceless gift
Another New Year has arrived and one's thoughts may turn to the future and possibly to the legacy that one might eventually want to leave for loved ones. Confronting mortality may not seem to be an appealing task, but it is inevitable as no one gets out of here alive....
Estate planning can be the best gift
Another year is coming to an end in Massachusetts. The year end brings with it a time of reflection in reviewing the past year and anticipation of what the new year may hold. Families gather and reflect and look forward together. Aging relatives may be concerned about...
Estate planning and gift giving
The end of another year is approaching in Massachusetts. Thoughts may inadvertently turn to tax time but it can also be an excellent time for some proactive estate planning. The tax law affords one the opportunity to share a portion of one's estate during a person's...