Call Now! (617) 299-6976

Joan Rivers Has Last Laugh Through Use of a Family Trust

by Matthew Karr, Esq. on December 19, 2014

Famous comedienne, Joan Rivers, who died unexpectedly on September 4, 2014, from what is alleged to be a botched medical procedure, made millions making us all laugh. Some of her […]

Continue Reading >>

{ Comments on this entry are closed }

5 Reasons Why You Need to Review Your Estate Plan

by Matthew Karr, Esq. on December 17, 2014

Creating an estate plan to protect your financial future and that of your family is just the first step in the estate planning process. Once those documents are executed, you […]

Continue Reading >>

{ Comments on this entry are closed }

‘Tis the Season to Be Gifting: How to Do It Right

by Matthew Karr, Esq. on December 16, 2014

Not many people would view the IRS as a charitable organization, but you might if you plan your gifting appropriately – i.e., in a way that will benefit you on […]

Continue Reading >>

{ Comments on this entry are closed }

Leave an Inheritance for Future Generations with a Trusteed IRA

by Matthew Karr, Esq. on November 21, 2014

According to the Investment Company Institute, the use of IRAs for retirement saving has increased in the past decade, with $6.5 trillion invested in traditional and Roth IRAs. But how […]

Continue Reading >>

{ Comments on this entry are closed }

Legendary Hollywood actress Lauren Bacall died on August 12, 2014, leaving behind an estate estimated at $26.6 million and three children who face a couple of potentially serious problems that […]

Continue Reading >>

{ Comments on this entry are closed }

How to Create a Lifetime of Care for a Special Needs Child

by Matthew Karr, Esq. on November 7, 2014

Parents of children with special needs usually share one overriding concern: what will happen to my child after I’m gone? They also struggle with guilt for what they envision as […]

Continue Reading >>

{ Comments on this entry are closed }

When we think of vast family wealth, most of us know the name Cornelius Vanderbilt, the railroad and shipping scion of one of the richest families in America in the […]

Continue Reading >>

{ Comments on this entry are closed }

7 Things To Think About Before Making Gifts to Grandchildren

by Matthew Karr, Esq. on October 10, 2014

If you have grandchildren – or are getting ready to welcome one like political power couple Bill and Hillary Clinton – you know the special joy they bring. After all, […]

Continue Reading >>

{ Comments on this entry are closed }

Living Longer Without Paying More

by Matthew Karr, Esq. on September 29, 2014

The life expectancy rate in America has never been higher and celebrating your 80th, 90th, or even 100th birthday is becoming increasingly likely. But with a longer life comes an […]

Continue Reading >>

{ Comments on this entry are closed }

Financial Self-Protection Tips for the Newly Single

by Matthew Karr, Esq. on September 24, 2014

Whether you have a lost a spouse or partner through divorce or death, being thrust into singlehood can be an emotionally and financially jarring experience. To get yourself back on […]

Continue Reading >>

{ Comments on this entry are closed }