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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 […]

Asset Protection and Creditor Protection – Why Failing to Plan is Risky Business

Let’s face it – taking a risk now and again can add a bit of spice to life.  How else to explain hang-gliding or road-side sushi stands?  On the other hand, keeping one’s family and fortune safe from risk is on the list of “lifetime goals” for most people.  Estate planning is all about protecting […]

Congratulations to Your High School Graduate!

  Summer is now in full swing after the end-of-the-school-year excitement and celebrations for recent high school grads!  Many parents will soon begin the process of preparing their young adult for college, including spending lots of time (and money!) at Bed, Bath & Beyond purchasing items for the dorm room, classes, and extracurricular activities.   In […]

Five Ways to Get Yourself in Trouble when Serving as a Fiduciary of a Will or Trust

A fiduciary is a person who stands in a position of trust to one or more other people typically with respect to the safeguarding or management of assets. For example, the person you name to carry out your wishes in your Will (Personal Representative) or under your Trust (Trustee) is a fiduciary. This is important […]

A Panoramic Primer on Probate: Part Two –  Marshalling Assets

Upon receipt from the Court of the Letters of Authority appointing a person as Personal Representative (PR) of the decedent’s estate in an informal or formal probate, the PR has the authority to begin taking action with regard to the assets of the estate. These “probate assets” (owned in the decedent’s individual name which do […]