Category Archives: Estate Planning

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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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Apr 24, 2025
Why You Should Include Digital Assets in Your…
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Last Modified on Apr 24, 2025

As people become more dependent on computers, they are storing more information…

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Apr 01, 2025
Living Trust vs Will in Massachusetts: What’s the…
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Last Modified on Apr 01, 2025

For any individual, no matter your age or wealth status, having a…

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Apr 01, 2025
Common Estate Planning Mistakes to Avoid in Boston,…
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Last Modified on Apr 01, 2025

It can be daunting to start planning ahead for your family’s future…

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Apr 24, 2025
How to protect your estate from estate taxes
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Last Modified on Apr 24, 2025

Massachusetts imposes estate taxes on estates exceeding $1 million in value, which…

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