Category Archives: Estate Planning
Mar 10, 2026
How to Avoid Medicaid Estate Recovery in Massachusetts…
When someone who is a Medicaid member over the age of 55…
Feb 08, 2026
Estate Planning for Unmarried Couples in Massachusetts –…
Living with an unmarried partner is increasingly common, but not many individuals…
Jan 22, 2026
LGBTQ Estate Planning in Massachusetts: A Comprehensive Guide…
Whether you live in the South End, Jamaica Plain, or just outside…
Jan 05, 2026
Top 10 Things to Consider for Business Succession…
If you own or operate a business, regardless of its size, you…
Nov 13, 2025
Massachusetts Estate Tax 2025: Key Changes You Need…
Massachusetts has made changes to estate tax laws in recent years. These…
Oct 06, 2025
Estate Planning for Digital Assets in Massachusetts –…
An estate plan is a great way to retain control over your…
Jul 10, 2025
Why Retirement and Estate Planning Should Be Considered…
We all know the adage, “in this world, nothing is certain except…
Jul 11, 2025
Using Lifetime Gifts to Reduce Estate Taxes in…
As of January 1, 2011, the Federal Tax Relief Act reinstated the…
Apr 24, 2025
Why You Should Include Digital Assets in Your…
As people become more dependent on computers, they are storing more information…
Apr 01, 2025
Living Trust vs Will in Massachusetts: What’s the…
For any individual, no matter your age or wealth status, having a…
