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If you own a Massachusetts home or vehicle, have bank accounts, retirement plans or other assets, your heirs can benefit when you have a will. Many people put it off or decide against it due to popular misconceptions about the process or requirements. According to the...
You want to help an elderly loved one who has Alzheimer’s with long-term care planning. Because of the medical diagnosis, she or he needs special housing and medical care. The National Institute on Aging breaks down a few residential care options for those with...
If you become the personal representative of an estate, you may wonder how complicated the job will be. Fortunately, you do not have to perform your duties single-handedly. You can seek help from professionals experienced with the different tasks you face. First...
Many people mistakenly believe that estate plans and trusts only serve a purpose for those who are elderly and those who are rich. While these groups do often have trusts and estate plans in place, they are not the only ones, nor should they be. While it is not always...
During probate, the court supervises the administration of your estate by your designated personal representative. When you plan your estate, you may want to implement strategies to help your loved ones avoid a time-consuming, costly probate process. Review the...
Individuals who require long-term care may have family members and friends who face this issue for the first time and feel unsure about the future. The National Institute on Aging notes that the purpose of this care is to ensure the patient's quality of life and...
If it is possible your pet could outlive you, then you should make a plan for it. Many animals end up in shelters each year because their owners died and did not plan ahead. The General Court of the Commonwealth of Massachusetts explains the state does allow you to...
As of 2021, the federal threshold for paying estate taxes for $11.7 million for single individuals or unmarried couples and $23.4 million for married people. However, the limit for Massachusetts is only $1 million dollars, so if your gross estate (including adjusted...
When you are expecting a child, it is easy to feel like that is where all of your time and attention should go. After all, preparing for a child in your life takes a lot of effort and advanced planning. But at the same time, this is the last period of time in a long...
Your parents worked hard throughout their lives to build wealth. While your mother and father likely have enjoyed the benefits of their fortune, they also may have promised you an inheritance. If your parents' estate plan has changed recently, an undue influencer may...
