Can money raised on GoFundMe become part of someone’s estate? Attorney Brittany Citron breaks down how fundraised assets may be treated in estate planning, what families should know, and why proper planning matters. If you’re organizing a fundraiser or thinking ahead for loved ones, this is an important conversation to have.
Videos
Smart Counsel Interview: Jolie Loetz on Blood Cancer United and Making an Impact
Attorney Leah Kofos sits down with Jolie Loetz for a quick conversation about her campaign with Blood Cancer United and why this cause is so personal and urgent.
If you’re able, please consider supporting Jolie’s fundraising page here: https://pages.lls.org/svoy/ma/svoyboston26/jloetz
The Income Tax Differences Between Revocable and Irrevocable Trusts
On this week’s Smart Counsel for Lunch series, Attorney Brittany Hinojosa Citron explains the income tax differences between revocable and irrevocable trusts. If you have any questions or want to learn more, please call us at 781-461-1020
Heir vs. Beneficiary: What’s the Difference?
On this week’s Smart Counsel for Lunch series, Attorney Brittany Hinojosa Citron explains the difference between an heir and a beneficiary. If you have any questions or want to learn more, please call us at 781-461-1020.
A Trap for the Unwary: RMD for 2025
Attorney Brittany Hinojosa Citron Discusses A Trap for the Unwary: RMD for 2025, for this week’s Smart Counsel for Lunch. Please watch and if you have any questions or want to learn more please call us at 781 461-1020.
The Importance of Good Advice in the Medicaid Application Process
Attorney Maria Baler discusses The Importance of Good Advice in the Medicaid Application Process, for our Smart Counsel for Lunch Series. Please watch and if you have any questions or want to learn more please call us at 781 461-1020.
Organization and Your Estate Plan
Attorney Leah Kofos discusses, Organization and Your Estate Plan, for our Smart Counsel for Lunch Series. Please watch and if you have any questions or want to learn more please call us at 781 461-1020.
Why Your Children and Relatives Need an Estate Plan
Attorney Brittany Hinojosa Citron discusses Why Your Children and Relatives Need an Estate Plan. Please watch and if you have any questions or want to learn more please call us at 781 461-1020.
An Overview of Our Estate Planning Process
Attorney Maria Baler discusses our Estate Planning Process, for our Smart Counsel for Lunch Series. Please watch and if you have any questions or want to learn more please call us at 781 461-1020.
Getting Important Documents in Place for Your Child
Attorney Brittany Hinojosa Citron Discusses Getting Important Documents in Place for Your Child. Please watch and if you have any questions or want to learn more please call us at 781 461-1020.