Category Archives: Estate Planning

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Apr 29, 2026
Estate Planning for Special Needs Families in Massachusetts
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Last Modified on Apr 29, 2026

Families with special needs may have to endure specific, unique struggles that…

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Apr 08, 2026
Guardianship vs. Conservatorship in Massachusetts: Key Differences Explained
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Last Modified on Apr 08, 2026

Guardianships and conservatorships are very different, even though they both involve the…

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Mar 10, 2026
How to Avoid Medicaid Estate Recovery in Massachusetts…
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Last Modified on Mar 10, 2026

When someone who is a Medicaid member over the age of 55…

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Feb 08, 2026
Estate Planning for Unmarried Couples in Massachusetts –…
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Last Modified on Feb 08, 2026

Living with an unmarried partner is increasingly common, but not many individuals…

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Jan 22, 2026
LGBTQ Estate Planning in Massachusetts: A Comprehensive Guide…
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Last Modified on Jan 22, 2026

Whether you live in the South End, Jamaica Plain, or just outside…

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Jan 05, 2026
Top 10 Things to Consider for Business Succession…
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Last Modified on Jan 05, 2026

If you own or operate a business, regardless of its size, you…

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Nov 13, 2025
Massachusetts Estate Tax 2025: Key Changes You Need…
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Last Modified on Nov 13, 2025

Massachusetts has made changes to estate tax laws in recent years. These…

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Oct 06, 2025
Estate Planning for Digital Assets in Massachusetts –…
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Last Modified on Oct 06, 2025

An estate plan is a great way to retain control over your…

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Jul 10, 2025
Why Retirement and Estate Planning Should Be Considered…
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Last Modified on Jul 10, 2025

We all know the adage, “in this world, nothing is certain except…

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Jul 11, 2025
Using Lifetime Gifts to Reduce Estate Taxes in…
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Last Modified on Jul 11, 2025

As of January 1, 2011, the Federal Tax Relief Act reinstated the…

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