PLEASE NOTE: To protect your safety in response to the threats of COVID-19, we are offering our clients the ability to meet with us via telephone or through video conferencing. We are also doing both office visits and in home meetings as requested. For in person meetings, we will be observing recommended protocols to ensure your safety and that of our staff. For further assistance, please call our office.
Call to schedule an appointment or house call
Local : 617-379-0022
Toll Free : 866-591-4451
Local : 617-379-0022
Toll Free : 866-591-4451
Massachusetts residents who die with unpaid debts may have them settled through their estates. The personal representative that you name in your will becomes responsible for filing your documents with the probate court and distributing your assets after your death....
As a caring parent or grandparent, you want to leave assets behind for your loved ones. Some of these heirs may include those who are in their twenties or even younger. Young people are not always wise at handling money. You want to make sure they do not waste what...
Seniors, pregnant women and disabled individuals may apply for Medicaid. Massachusetts residents with income below the state’s average and who do not exceed the program’s asset limits may qualify for assistance. The Mass.gov website notes that eligible residents may...
You may notice your parents making some financial mistakes due to their aging. Perhaps they are forgetting to pay bills or they are engaging in irresponsible spending. Slowing down a bit and losing some mental acuity is natural as we age, but this can leave folks...
Part of estate planning includes deciding who gets portions of your estate after you die. However, in Massachusetts, any estates valued at $1 million or higher are subject to estate tax. Money will go to the state before your beneficiaries receive anything, so make...
Some people delay creating a succession plan for the family business. Many assume this kind of plan will develop naturally. Others simply view the task as overwhelming. However, in the case of a family-owned business, a succession plan has many benefits including the...
Estate planning is an important task that can determine what will happen in the event of your death. Having a plan can protect your family and preserve your assets. One common tool in estate planning is a trust. A trust creates a plan that protects your assets,...
An illness or injury can rob you of your ability to make medical decisions on your own behalf. This can cause difficulties for you and your loved ones, especially if the condition occurs acutely. In an advance directive, you make decisions and provide instructions...
When you have worked hard to accumulate wealth, it is a priority to ensure it is available for younger heirs. A generation-skipping trust (GST) is an estate planning tool designed with this goal in mind. What are generation-skipping trusts? This type of irrevocable...
Estate planning is a difficult, time-consuming process in which every detail of a person's life and every desire they have for their post-death care undergoes examination. It is also a delicate time where some unscrupulous individuals may want to insert their own will...
