Category Archives: Estate Planning

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Nov 13, 2024
Estate planning: 3 options for reducing Massachusetts estate…
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Last Modified on Nov 13, 2024

As of 2021, the federal threshold for paying estate taxes for $11.7…

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Jan 10, 2025
Should you plan your estate while expecting a…
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Last Modified on Jan 10, 2025

When you are expecting a child, it is easy to feel like…

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Apr 24, 2025
Is an undue influencer trying to steal your…
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Last Modified on Apr 24, 2025

Your parents worked hard throughout their lives to build wealth. While your…

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Apr 24, 2025
Dividing your company between heirs
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Last Modified on Apr 24, 2025

If you run a company, then you have different options available when…

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Nov 13, 2024
Healthcare and financial POAs offer benefits beyond the…
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Last Modified on Nov 13, 2024

Medical and financial powers of attorney are documents that provide essential legal…

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Apr 24, 2025
Third-party special needs trusts offer these 2 benefits
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Last Modified on Apr 24, 2025

When you live in Massachusetts and have a child with special needs,…

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Apr 24, 2025
Who makes a good health care proxy?
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Last Modified on Apr 24, 2025

Even if you have enjoyed good health throughout your life, you may…

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Apr 24, 2025
Benefits of estate planning
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Last Modified on Apr 24, 2025

Death is a subject most people prefer to avoid thinking or talking…

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Apr 24, 2025
Do I really need a health care proxy?
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Last Modified on Apr 24, 2025

We all like to think that we’ll be hale and hearty until…

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Jan 10, 2025
Planning to improve the lives of those you…
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Last Modified on Jan 10, 2025

People tend to think about estate planning in terms of death and…

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