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Estate Planning Steps You Should Consider After Adding a Child to Your Family

Welcoming a child to your family is a joyful, overwhelming experience. Whether you’ve grown your household through birth or adoption, it seems like there are endless details that must be Read More

What Are Some Ways to Help Loved Ones Avoid a Long Probate Process?

People create estate plans so that the wealth they’ve accumulated over a lifetime will benefit their loved ones. An enforceable last will and testament is a cornerstone of a comprehensive Read More

Don’t Overlook Digital Assets When Making Your Estate Plan

So much of our life is online now, when someone passes away, the process of assembling assets for their estate often requires access to a series of accounts and passwords Read More

Can You Bar a Potential Heir from Receiving a Bequest if They Challenge Your Will?

People draft wills in order to control the distribution of assets they own upon their death and reduce the likelihood of disputes among loved ones about who gets what. However, Read More

What Types of Power of Attorney Documents Can You Create in Massachusetts?

Responsible estate planning involves more than the disposition of assets upon your death. You should also have a strategy for transferring legal authority to someone you trust in the event Read More

Out-of-State Real Property No Longer Counted for Massachusetts Estate Tax Calculation

Whether they have a winter residence in a warm locale like Florida, or a ski house in the mountains of Vermont or New Hampshire, many Massachusetts residents also own substantial Read More

Creating a Special Needs Trust to Support a Loved One with a Disability

Parents of a special needs son or daughter face many challenges. During childhood, there are often concerns about the best way to provide an appropriate education, particularly if the youth Read More

Federal Estate Tax Exemption Increased to $15 Million for 2026

Everyone should be cognizant of legal changes that can affect their estate plans. This is especially true for high net worth families who could face significant estate tax exposure when Read More

What Should You Look for When You’re Choosing an Executor?

Determining how you want your assets distributed up on your death is a very important responsibility. It is equally important to make a wise decision regarding the person who will Read More

Massachusetts Law Now Limits Medicaid Recoveries from Decedents’ Estates

One often overlooked element of estate planning is developing a strategy to fund long-term care if the need arises when you get older. Given the high cost associated with long-term Read More

Now Is the Time to Prepare for Possible Drop in Federal Estate Tax Exemption

When the Tax Cuts and Jobs Act of 2017 was enacted into law, the federal estate and gift tax exemption was essentially doubled. For the approximately eight years that his Read More

Understanding Probate and Fiduciary Litigation in Massachusetts: A Guide to Key Legal Concepts and Processes

Probate and fiduciary litigation can be among the most complex and emotionally charged areas of law. For those who are involved in the administration of an estate, whether as an Read More

Viewing 1 - 12 out of 12 posts

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