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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 […]

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 […]