Recent Posts
What’s the Difference Between a Revocable Trust and an Irrevocable Trust?
It’s important to know that not all trusts are the same. Your estate plan should be customized with the type of trust that’s right for your needs.
What is a Revocable Trust?
A revocable trust allows you to manage and distribute your assets during your lifetime and after your death. Why is it called revocable?
Medicaid Planning and the Court’s Perspective
Medicaid is a government program that, among other things, provides health care coverage to …
I’m not a lawyer, but…. I know enough to be dangerous
Sometimes there are a lot of people who have different opinions when dealing with …
What do you mean we have to go through Probate? But Dad had a Will…
One of the biggest misconceptions we come across is that probate is not necessary when ..
Corporate Transparency Act
Coming Soon … The Corporate Transparency Act and its effect on Small Businesses On January 1, 2021, the United States Congress passed the Corporate Transparency Act (CTA) as part of the National Defense Authorization Act of Fiscal Year 2021. This Act affects mostly...
2023 Updates
Update In The Law In 2023 the federal gift, estate and Generation Skipping Transfer tax applicable exclusion amounts will increase to $12.92 million per person ($25.84 million for a married couple). It is important to note that there is a sunset provision on this tax...
Guardianship and Conservatorship in Massachusetts
If a person is incapacitated and unable to make medical and financial decisions for themselves, the first thing we look at is whether he or she has a Health Care Proxy or Durable Power of Attorney. If so, then those documents control as to who is in charge on making...
Bankruptcy – Get Out of Debt With a Fresh Start
All too often people start with a small amount of debt that somehow spirals out of control. Bankruptcy is a tool to help people get out of debt or manage that debt effectively. There are different types of bankruptcy proceedings available and the right type of...
Scams Targeting Seniors
Now more than ever, financial scammers are targeting seniors through sophisticated ploys. Seniors tend to be targeted because they are often more trusting and compassionate. Here are 4 things for seniors to be on the lookout for:...