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Benefitting Charities Under Your Will – When is it Better to Give?

I recently read an article about a man in Washington who donated more than $11 million to several charities after his death via his Will.  It got me thinking about charitable giving and legacy planning, and when it’s a good idea to consider naming one or more charities as the recipients (beneficiaries) of your estate […]

Five Reasons Not to use “Pay-on-Death” Accounts or Joint Ownership to Avoid Probate

As an estate planning attorney, I advise clients about the ways they can pass their assets to their beneficiaries and avoid probate.  This is a desirable goal for most people since probate can be expensive, time consuming, and aggravating for those you leave behind.  There are multiple ways to avoid probate including:  1) owning assets […]

Five Answers to Your Questions about Using Trusts to Save Estate Taxes

Although all citizens or residents of the United States are subject to the federal estate tax at death, the current federal estate tax exemption of $11.2 million per person means that most of us will not pay a federal estate tax at death.  However, Massachusetts has the distinction of being one of only 18 states to […]

Get An Estate Plan Now. If You Have One Already, Review It.

Make things easier for the people you love. In 2008, the U.S. House of Representatives passed a resolution to congratulate the Celtics as NBA World Champions.  That same day, the House passed a bill declaring that the third week of October would be National Estate Planning Awareness Week, recognizing that half of the country does […]

Five Answers to Your Questions about the Massachusetts Estate Tax (from An Estate Planning Attorney)

The Massachusetts estate tax is a little-understood tax that impacts middle-class families in our fair state every year.  If you live (and die) in Massachusetts and own a home, a retirement account, and a life insurance policy, there is a good chance that your “estate” is large enough to be subject to estate tax.   Here […]