Recent Posts
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:...
Qualified Personal Residence Trust
The Qualified Personal Residence Trust (QPRT) is designed to hold title to the client's principal residence or vacation home, whereby the client gives the property away to his children, but retains the right to use the property...
Horses and Divorce
Unfortunately, there is no way to guarantee that a horse will be awarded to a certain spouse upon a divorce. However there are a number of things a person can do to increase his or her chances in being awarded the horse upon a...
Annual Communication and Update System: What can I do after I complete my Estate Plan?
It is often recommended that a person reviews his or her Will or Estate Plan at least periodically, or as circumstances change. Below are some circumstances which may occur in a person’s life that can warrant a consideration of updating a Will or Estate Plan: A change...