One main goal of the estate planning process is to avoid probate. However, for an unmarried individual or someone wanting to leave an asset to a non-spouse, avoiding the Massachusetts probate process could end up being more costly. The tax advantages that a surviving...
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
Month: December 2013
The necessity for health care planning illustrated by new numbers
For the first time, the federal government has collected information regarding individuals who receive some level of paid long-term care. The numbers do not include aging relatives cared for by family members. The figures corroborate that the need for long-term health...
The holidays and health care planning in Massachusetts
Now is the time of year when Massachusetts families that may not get to be together much during the rest of the year are together. This may not seem like an opportune time to discuss health care planning, but there never really is an optimal time to broach the...
A Massachusetts irrevocable trust may be decanted
Sometimes, the terms of a Massachusetts irrevocable trust no longer adequately serve its beneficiaries, or the trust itself was not properly drafted initially. If this is the case, it may be possible to decant the current irrevocable trust under certain circumstances....